Rolling sum R12 with filter View

[Anna422173]

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:

Revenue R12 Test 1 =

IF(

    ISFILTERED('Date'[Date]),

    ERROR("Quickmeasures mit Zeitintelligenz können nur über die von Power BI bereitgestellte Datumshierarchie oder die primäre Datumsspalte gruppiert oder gefiltert werden."),

    VAR __LAST_DATE = ENDOFMONTH('Date'[Date].[Date])

    VAR __DATE_PERIOD =

        DATESBETWEEN(

            'Date'[Date].[Date],

            STARTOFMONTH(DATEADD(__LAST_DATE, -11, MONTH)),

            __LAST_DATE

        )

    RETURN

        sumX(

            CALCULATETABLE(

                SUMMARIZE(

                    VALUES('Date'),

                    'Date'[Date].[Jahr],

                    'Date'[Date].[QuarterNo],

                    'Date'[Date].[Quartal],

                    'Date'[Date].[MonthNo],

                    'Date'[Date].[Monat]

                ),

                __DATE_PERIOD

            ),

            CALCULATE(SUM('Sachposten_Umsatz'[Revenue]), ALL('Date'[Date].[Tag]))

        )

)

Result:

--> rolling sum starts in November 2022 and not includes the values from 01.12.2021-31.10.2022

2. Measure

Revenue R12 = CALCULATE (

    [Sum Revenue],

    DATESBETWEEN (

        'Date'[Date],

        NEXTDAY ( SAMEPERIODLASTYEAR ( LASTDATE ( 'Date'[Date] ) ) ),

        LASTDATE ( 'Date'[Date] )

    )

)

result:

wrong: all Dates are shown, even if it is filtered.

Maybe anyone can help me.

Greetings,

Anna

[amitchandak · Accepted 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.