Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Did you hear? There's a new SQL AI Developer certification (DP-800). Start preparing now and be one of the first to get certified. Register now

Reply
Anonymous
Not applicable

Rolling Average Help!

Hi everyone!

I have been banging my head against the wall with this one for quite some time.  I have found some calculations in the forums that solve similar problems but I cannot for the life of me implement them in my dataset.  

 

My data involves contracts and analyzing those contracts for a renewal percentage.

 

So - the data:

 

Max End Date formula:

 

MaxDate = CALCULATE(MAX(Contracts[End Date]),ALLEXCEPT(Contracts,Contracts[Serial]))

Renewed going forward? = IF([MaxDate]>Contract[End Date],1,0)

Expirations = 1 for all rows as it represents an expiring contract

Renewal Percentage = [Renewed Going Forward?]/[Expirations]

 

SERIALSTART DATEEND DATEMAX END DATERENEWED GOING FORWARD?EXPIRATIONSRENEWAL PERCENTAGE
ABC1/1/20161/1/20171/1/201911100%
ABC1/1/20171/1/20181/1/201911100%
ABC1/1/20181/1/20191/1/2019010%
BCD1/1/20161/1/20171/1/2017010%
CDE1/1/20161/1/20171/1/201811100%
CDE1/1/20171/1/20181/1/2018010%
DEF1/1/20161/1/20171/1/201711100%

 

All of these thrown into a matrix gets me the following:

Capture.JPG

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

What I need to add is a rolling average and because of measures I used earlier some of the tips I've found don't apply to what I'm working on.  

 

Thanks in advance for any advice!!

 

Cheers - Tom

1 ACCEPTED SOLUTION
v-caliao-msft
Microsoft Employee
Microsoft Employee

Hi @Anonymous,

 

To achieve rolling average measure, you need to get the total value, and then use the total value divided by month number. Here is the sample DAX for you referebce.
3 Month Moving Sum Units Sold] =
CALCULATE([Units Sold],
          DATESINPERIOD(Calendar[Date],
                        LASTDATE(Calendar[Date]),-3, Month
                       )
         )


[3 Month Moving Avg Corrected]=

[3 Month Moving Sum Units Sold] /
CALCULATE(DISTINCTCOUNT(Calendar[Year Month]),
          DATESINPERIOD(Calendar[Date],
                        LASTDATE(Calendar[Date]),-3,Month
                       )
         )

 

Reference
https://powerpivotpro.com/2013/07/moving-averages-sums-etc/
http://www.sqlbi.com/articles/rolling-12-months-average-in-dax/

 

Regards,

Charlie Liao

View solution in original post

1 REPLY 1
v-caliao-msft
Microsoft Employee
Microsoft Employee

Hi @Anonymous,

 

To achieve rolling average measure, you need to get the total value, and then use the total value divided by month number. Here is the sample DAX for you referebce.
3 Month Moving Sum Units Sold] =
CALCULATE([Units Sold],
          DATESINPERIOD(Calendar[Date],
                        LASTDATE(Calendar[Date]),-3, Month
                       )
         )


[3 Month Moving Avg Corrected]=

[3 Month Moving Sum Units Sold] /
CALCULATE(DISTINCTCOUNT(Calendar[Year Month]),
          DATESINPERIOD(Calendar[Date],
                        LASTDATE(Calendar[Date]),-3,Month
                       )
         )

 

Reference
https://powerpivotpro.com/2013/07/moving-averages-sums-etc/
http://www.sqlbi.com/articles/rolling-12-months-average-in-dax/

 

Regards,

Charlie Liao

Helpful resources

Announcements
April Power BI Update Carousel

Power BI Monthly Update - April 2026

Check out the April 2026 Power BI update to learn about new features.

Fabric SQL PBI Data Days

Data Days 2026 coming soon!

Sign up to receive a private message when registration opens and key events begin.

New to Fabric survey Carousel

New to Fabric Survey

If you have recently started exploring Fabric, we'd love to hear how it's going. Your feedback can help with product improvements.

Power BI DataViz World Championships carousel

Power BI DataViz World Championships - June 2026

A new Power BI DataViz World Championship is coming this June! Don't miss out on submitting your entry.