Join us for an expert-led overview of the tools and concepts you'll need to pass exam PL-300. The first session starts on June 11th. See you there!
Get registeredPower BI is turning 10! Let’s celebrate together with dataviz contests, interactive sessions, and giveaways. Register now.
I am aiming to build a custom column which calculates the total rolling 12 months based on a unique reference. I want it to return the values by each row in the 12 month column. I have tried many different ways to no success. Would like some assistance/guidance. Thanks in advance.
Report Date Ref Income Rolling12MonthIncome
30/12/20 1025 £20 return the Income column total where the Ref column is "1025" based on 12 month report date
30/11/20 1029 £30 return the Income column total where the Ref column is "1029" based on 12 month report date
30/10/20 1025 £50 return the Income column total where the Ref column is "1025" based on 12 month report date
Solved! Go to Solution.
Hi,
Create the below measure in your table :
Appreciate your Kudos
Any other suggestions would be greatly appreciated.
Hi,
Create the below measure in your table :
Appreciate your Kudos
Is there a method to build it into the actual data table as it is more dynamic. Above method I believe is on a visualisation as I have further conditional analysis to do after this step.
Hi,
You could create the column with same code an it is one of the table's coumn
I get the following error message, the reference begins with letters
@rmalhan12 , Try a new column
A New column =
var _max = eomonth([Report Date], 0)
var _min = eomonth([Report Date], -12) +1
return
sumx(filter(Table, [Ref] =earlier([Ref]) && [Report Date] <= _max && [Report Date] >= _min), [Income])
This is your chance to engage directly with the engineering team behind Fabric and Power BI. Share your experiences and shape the future.
Check out the June 2025 Power BI update to learn about new features.
User | Count |
---|---|
76 | |
76 | |
55 | |
35 | |
34 |
User | Count |
---|---|
99 | |
56 | |
53 | |
44 | |
40 |