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jdwalker5's avatar
jdwalker5
Helper II
2 years ago
Solved

Rolling 4 Week Total

Hello,

 

I'm trying to get a rolling 4 week total for each row in a summarized table.  Example below with expected result.

WeekItemTotalRolling 4 Week Total
8A550
7A1070
6A1590
5A20110
4A25130
3A30105
2A3575
1A4040

 

The 'Rolling 4 Week Total' column should sum the 'Total' column of the last 4 weeks.  For example, for week 8 the rolling 4 week total is a sum of 5, 10, 15, 20.

Hope I'm explaining that well enough, but let me know if more info is needed.

6 Replies

    • jdwalker5's avatar
      jdwalker5
      Helper II

      Thanks ThxAlot!  I didn't realize window functions were available in DAX, but that is really good to know.  I played around with it some, but couldn't quite get it to work.  That's probably on me for missing something in the syntax.  I ended up using a SQL window function and brought in a new dataset.  Thanks again for your reply!

  • jdwalker5 , Prefer to have a separate table with Week on Year week depending on the data. If this year's week creates a rank column, for only week you use week in place of week rank

     

     

    Week Rank = RANKX('Date','Date'[Week Start date],,ASC,Dense)
    OR
    Week Rank = RANKX('Date','Date'[Year Week],,ASC,Dense) //YYYYWW format

     

    Last 4 weeks = CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Week Rank]>=max('Date'[Week Rank])-4 && 'Date'[Week Rank]<=max('Date'[Week Rank])))

     

    • jdwalker5's avatar
      jdwalker5
      Helper II

      Thanks amitchandak ,  I did not have a chance to try your solution out, but it looks like it probably would have worked.  I ended up pulling in a new dataset and used a SQL window function, but I appreciate you taking the time to respond!

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi jdwalker5 

     

    amitchandak  ThxAlot Thank you very much for your prompt reply. Here please allow me to post some of my methods.

     

    For your question, here is the method I provided:

     

    Here's some dummy data

     

    “Table”

     

    Create a measure.

     

     

    Rolling 4 Week Total = 
        CALCULATE(
            SUM('Table'[Total]), 
            FILTER(
                ALL('Table'), 
                'Table'[Week] > MAX('Table'[Week]) - 4 
                && 
                'Table'[Week] <= MAX('Table'[Week])
            )
        )

     

     

     Here is the result.

    Regards,

    Nono Chen

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

    • jdwalker5's avatar
      jdwalker5
      Helper II

      Anonymous ,

      Thanks for the reply! I ended up bringing in a separate dataset where I used a SQL window function to get the result I needed, but this looks like it would work.  Appreciate you looking into this!