Forum Discussion

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
Icon for Community Support rankCommunity 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

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
    Icon for Community Support rankCommunity 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!!!

    • Anonymous's avatar
      Anonymous
      Not applicable
      5 years ago

      Hi Zeon,

       

      Thank you alot for your help. I have another question, is it possible to exclude the first 12 months for the rolling sum? It is still adding values for the first year when there are no values prior to the first date.

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

        Hi, Anonymous 

         

        Not clear enough for me to understand what exactly you want to acheive,  to share more details about it or to draw a simple picture to show your expected visual.