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Hello,
I would like to have a 12 month rolling sum for revenue.
This measure should be used in a view, which shows only a date range (example 01.11.2022 - today)
The measure should sum up also the values which are not filtered in the view, but are part of the rolling 12 month (example: month NOV 2022 should shows the sum from 01.12.2021-31.11.2022)
I tried 2 measures, which both do not come to the right result:
1. Measure:
--> rolling sum starts in November 2022 and not includes the values from 01.12.2021-31.10.2022
2. Measure
wrong: all Dates are shown, even if it is filtered.
Maybe anyone can help me.
Greetings,
Anna
Solved! Go to Solution.
@Anna422173 , Make sure you are using date table, marked as date table, single directional join. Field from date table need to used in visual, measure and slicer
you need a measure like
Rolling 12 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],MAX('Date'[Date]),-12,MONTH))
using window for 12 month not by days
Rolling 12 = CALCULATE([Net], WINDOW(-11,REL, 0, REL, ADDCOLUMNS(ALLSELECTED('Date'[Month Year],'Date'[Month Year Sort] ),ORDERBY([Month Year Sort],asc)))
Why Time Intelligence Fails - Powerbi 5 Savior Steps for TI :https://youtu.be/OBf0rjpp5Hw
https://amitchandak.medium.com/power-bi-5-key-points-to-make-time-intelligence-successful-bd52912a5b...
To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.
@Anna422173 , Make sure you are using date table, marked as date table, single directional join. Field from date table need to used in visual, measure and slicer
you need a measure like
Rolling 12 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],MAX('Date'[Date]),-12,MONTH))
using window for 12 month not by days
Rolling 12 = CALCULATE([Net], WINDOW(-11,REL, 0, REL, ADDCOLUMNS(ALLSELECTED('Date'[Month Year],'Date'[Month Year Sort] ),ORDERBY([Month Year Sort],asc)))
Why Time Intelligence Fails - Powerbi 5 Savior Steps for TI :https://youtu.be/OBf0rjpp5Hw
https://amitchandak.medium.com/power-bi-5-key-points-to-make-time-intelligence-successful-bd52912a5b...
To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.
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