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nv1950
Frequent Visitor

Moving 3 month average percentage of total

Hi,

 

I'm trying to calculate the moving 3 month avearge percentage.

Below is the table screenshort and the dax calculations I used.

 

TotalValue = CALCULATE(Sum(Tbl1[Balance])+0)
TotalValue_Worse = CALCULATE(Sum(Tbl[Balance]), filter(Tbl1, Tbl1[position] = "Worse"))
 
Worse_% £ =
VAR _Volume  CALCULATE(Sum(Tbl[Balance]), filter(Tbl1, Tbl1[position] = "Worse"))
VAR _AllVolumes = CALCULATE(Sum(Tbl1[Balance])+0)
//Calculating the ratio
VAR _VolumePct =
    DIVIDE(_Volume,_AllVolumes)
RETURN
_VolumePct

nv1950_0-1670862827643.png

How do I add additional dax to calculkate the moving 3 month %Worse average, so for November it will be 0.45%,(0.48+0.35+0.52)/3 , October 0.44% ,(0.49+0.48+0.35)/3, and so on.

The Dateid column is in the same table and only has month end dates and formatted to date/time.

Thank you

3 REPLIES 3
nv1950
Frequent Visitor

Thank you.

It worked for values. But when I tried to create the same view for volumes, the output is the same for all the dates.

nv1950_0-1672764818598.png

 

 

Total %Worse R3M,Vol =

VAR NumOfMonths = 3
VAR LastCurrentDate =
    MAX (Query2[DateID] )
VAR Period =
    DATESINPERIOD ( Query2[DateID], LastCurrentDate, - NumOfMonths, MONTH )
 
 VAR Result =
    CALCULATE (
        AVERAGEX(
            VALUES ( Query2[DateID]),
            [Worse_%2]
        ),
        Period
    )
Return Result
 
Do I have to add/remove filter for it to work?
v-xiaosun-msft
Community Support
Community Support

Hi @nv1950 ,

 

You can use "DATESINPERIOD" function to return the rolling 3 months.

filterDate =  DATESINPERIOD ( 'Date'[Date], LastCurrentDate, - NumOfMonths, MONTH )

Then use CALCULATE function and AVERAGEx function and you can reference the following document.

Rolling 12 Months Average in DAX - SQLBI

 

Best Regards,
Community Support Team _ xiaosun

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Hi,

Do you know why my rolling avearge values are the same? 

nv1950_0-1673024589056.png

 

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