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mpmsltd's avatar
mpmsltd
Icon for Helper I rankHelper I
6 years ago
Solved

Look back 365 days calculation

Hi everybody, I have a table with dates, dollar value and category of each transaction. I want to see my margin for the past 12 months - but each data point on my chart (example below) should calc...
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  • v-chuncz-msft's avatar
    v-chuncz-msft
    6 years ago

    mpmsltd 

     

    Add a calendar table and build relationship, then add measure below.

    Measure =
CALCULATE (
    SUM ( 'Table'[total] ),
    DATESINPERIOD ( 'Calendar'[date], MAX ( 'Calendar'[Date] ), -12, MONTH ),
    'Table'[category] = "sale"
)

     

amitchandak's avatar
amitchandak
Icon for Super User rankSuper User
6 years ago

try

Rolling 12 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date Filer],ENDOFMONTH(Sales[Sales Date]),-12,MONTH))

 

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Thanks. My Recent Blog -
https://community.powerbi.com/t5/Community-Blog/HR-Analytics-Active-Employee-Hire-and-Termination-trend/ba-p/882970
https://community.powerbi.com/t5/Community-Blog/Power-BI-Working-with-Non-Standard-Time-Periods/ba-p/881739
https://community.powerbi.com/t5/Community-Blog/Comparing-Data-Across-Date-Ranges/ba-p/823601