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Anonymous's avatar
Anonymous
Not applicable
8 years ago
Solved

Rolling 3 Month Sum

I am using the formula below to calculate a rolling 3 month total but I want to exclude the current month. So for April I want to sum up Jan - March.  Currently the formula sums Feb - Apr. How can I ...
Need Help
  • mattbrice's avatar
    mattbrice
    8 years ago

    Maybe this:

     

    Rolling 3 Month Total =
CALCULATE (
    KPI_Finance_Actual_Budget[Actual Profit],
    DATESINPERIOD (
        KPI_Finance_Actual_Budget[FullDate],
        LASTDATE ( PREVIOUSMONTH ( KPI_Finance_Actual_Budget[FullDate] ) ),
        -3,
        MONTH
    )
)

    Although if "KPI_Finance_Actual_Budget[FullDate]" doesn't have a consecutive range of all dates you may get some strange results.  Best to use a separate calendar table.

Anonymous's avatar
Anonymous
Not applicable
7 years ago

What it KPI_Finance_Actual_Budget[Actual Profit] in your original question? 

rajannaap's avatar
rajannaap
Regular Visitor
7 years ago

Hi ,

 

i need simillar help on my data

 

i have colums like 

Period        divsion   segment    net

201501          a              1              12332

201502          b              2              21233

..                    ...             ....               ......

201812          a              2              312333

 

I need to calcuate avg  net value (from 201701 to 201712)  for each division and segment by skipping recent 12 periods say (201801 to 201812)

 

your help would be appreciated.

Thanks