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Anonymous's avatar
Anonymous
Not applicable
5 years ago
Solved

Need help with Rolling Sum

Hi new to PowerBI here,   Having problems with a 12 month rolling sum function, basically it takes current month data + data from the past 11 months. Any idea of another way to calculate it or how ...
Need Help
  • v-angzheng-msft's avatar
    v-angzheng-msft
    5 years ago

    Hi, Anonymous 

     

    Try to create a measure like this:

    Rolling Average Numerator =
VAR _sum12 =
    CALCULATE (
        SUM ( 'PowerBI(Index)'[Total Return Numerator ("calculated reutrn" tab, Column K)] ),
        FILTER (
            ALL ( 'PowerBI(Index)' ),
            EOMONTH ( 'PowerBI(Index)'[Return_id], 0 ) <= EOMONTH ( MAX ( [Return_id] ), 0 )
                && EOMONTH ( 'PowerBI(Index)'[Return_id], 0 )
                    > EOMONTH ( MAX ( [Return_id] ), -12 )
        )
    )
RETURN
    IF (
        HASONEVALUE ( 'PowerBI(Index)'[Return_id] ),
        _sum12,
        SUM ( 'PowerBI(Index)'[Total Return Numerator ("calculated reutrn" tab, Column K)] )
    )

    my sample data:

    Please refer to the attachment below for details

     

     

    Hope this helps.

     

    Best Regards,
    Community Support Team _ Zeon Zheng
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

v-angzheng-msft's avatar
v-angzheng-msft
Community Support
5 years ago

Hi, Anonymous 

 

Try to create a measure like this:

Rolling Average Numerator =
VAR _sum12 =
    CALCULATE (
        SUM ( 'PowerBI(Index)'[Total Return Numerator ("calculated reutrn" tab, Column K)] ),
        FILTER (
            ALL ( 'PowerBI(Index)' ),
            EOMONTH ( 'PowerBI(Index)'[Return_id], 0 ) <= EOMONTH ( MAX ( [Return_id] ), 0 )
                && EOMONTH ( 'PowerBI(Index)'[Return_id], 0 )
                    > EOMONTH ( MAX ( [Return_id] ), -12 )
        )
    )
RETURN
    IF (
        HASONEVALUE ( 'PowerBI(Index)'[Return_id] ),
        _sum12,
        SUM ( 'PowerBI(Index)'[Total Return Numerator ("calculated reutrn" tab, Column K)] )
    )

my sample data:

Please refer to the attachment below for details

 

 

Hope this helps.

 

Best Regards,
Community Support Team _ Zeon Zheng
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

  • Anonymous's avatar
    Anonymous
    Not applicable
    5 years ago

    Thanks Zeon! it worked!

  • Anonymous's avatar
    Anonymous
    Not applicable
    5 years ago

    Hey Zeon,

     

    Actually I have one more question, my page has slicers but when the FILTER ALL function is used it overrides the slicer filtering. Is there a way to still calculate rolling summation without the filter all function?

    • v-angzheng-msft's avatar
      v-angzheng-msft
      Community Support
      5 years ago

      Hi, Anonymous 

       

      just replace ALL with AllSELECTED like this:

      code:

      Rolling Average Numerator =
VAR _sum12 =
    CALCULATE (
        SUM ( 'PowerBI(Index)'[Total Return Numerator ("calculated reutrn" tab, Column K)] ),
        FILTER (
            ALLSELECTED ( 'PowerBI(Index)' ),
            EOMONTH ( 'PowerBI(Index)'[Return_id], 0 ) <= EOMONTH ( MAX ( [Return_id] ), 0 )
                && EOMONTH ( 'PowerBI(Index)'[Return_id], 0 )
                    > EOMONTH ( MAX ( [Return_id] ), -12 )
        )
    )
RETURN
    IF (
        HASONEVALUE ( 'PowerBI(Index)'[Return_id] ),
        _sum12,
        SUM ( 'PowerBI(Index)'[Total Return Numerator ("calculated reutrn" tab, Column K)] )
    )

       

       

      Best Regards,
      Community Support Team _ Zeon Zheng

      • Anonymous's avatar
        Anonymous
        Not applicable
        5 years ago

        Thanks Zeon your the best!!!