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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

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