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Helper II

## Measure - Rolling average

Hi everyone!

Can you help me out with a rolling (or moving ?) average formula please ?

Here is the pbix file :https://drive.google.com/file/d/1tD0vPXoF9NbRuan487Rv9wdFiCuneq7v/view?usp=sharing

I've created the measure "Balance" that i'm showing in a line graph like so :

Now i'm trying to make the same type of graph but with the averaged "Balance" for a 3 month roll, like so :

So the first marker to show on the graph would be the average of "Balance" for January, February and March.

The second marker would be the average of "Balance" for February, March and April.

And so on.

Can you help me out with that please ? I found the new DAX formula MOVINGAVERAGE on the microsoft site, but I can't use it in my version of pbi desktop even after the update.

Thank you very much

1 ACCEPTED SOLUTION
Super User

hI @AnthNC ,

As one of the best practices, create a separate calendar/dates table. Relate that to your fact table and create this measure:

``````Avg Balance R3M =
CALCULATE (
AVERAGEX ( ALL ( 'Calendar'[Year], 'Calendar'[Month] ), [Balance] ),
DATESINPERIOD ( 'Calendar'[Date], MAX ( 'Calendar'[Date] ), - 3, MONTH )
)
``````

Please attached file for the details and to this link for further explanation -https://www.sqlbi.com/articles/rolling-12-months-average-in-dax/

Proud to be a Super User!

"Tell me and I’ll forget; show me and I may remember; involve me and I’ll understand."
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2 REPLIES 2
Helper II

Thank you very much danextian.

That's exactly what i needed.

Super User

hI @AnthNC ,

As one of the best practices, create a separate calendar/dates table. Relate that to your fact table and create this measure:

``````Avg Balance R3M =
CALCULATE (
AVERAGEX ( ALL ( 'Calendar'[Year], 'Calendar'[Month] ), [Balance] ),
DATESINPERIOD ( 'Calendar'[Date], MAX ( 'Calendar'[Date] ), - 3, MONTH )
)
``````

Please attached file for the details and to this link for further explanation -https://www.sqlbi.com/articles/rolling-12-months-average-in-dax/

Proud to be a Super User!

"Tell me and I’ll forget; show me and I may remember; involve me and I’ll understand."
Need Power BI consultation, get in touch with me on LinkedIn or hire me on UpWork.

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