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Niiru1
Helper V
Helper V

SUM multiple month values (January) over years

I'm trying to sum multiple month values over several years e.g. Jan 2007, Jan 2008, Jan 2009.

 

I'm using the following formula however when I try push the date forward 12 months it comes back to the orignial value e.g. (Jan 2007) + Jan 2007 instead of (Jan 2007 + Jan 2008)

 

Is there a way to achieve multiple Jan additions?

 

PBIX

https://www.dropbox.com/s/giyeda55w6ybv7f/Monthly%20Average%20Over%20Years.pbix?dl=0

Niiru1_0-1634027536007.png

Niiru1_1-1634027565282.png

I am using Alberto Ferrari's "Rolling Average" file as a sample template

 

My DAX is

Aggregation 2 =
CALCULATE (

SUMX (
Sales,
Sales[Quantity] * Sales[Net Price]
),
ALLEXCEPT (
'Date',
'Date'[Month]
),DATESINPERIOD('Date'[Date],FIRSTDATE('Date'[Date]),1,MONTH))

+


CALCULATE (
SUMX (
Sales,
Sales[Quantity] * Sales[Net Price]
),
ALLEXCEPT (
'Date',
'Date'[Month]
),DATESINPERIOD('Date'[Date],FIRSTDATE('Date'[Date]),1,MONTH),EDATE('Date'[Date],12))
1 ACCEPTED SOLUTION

Hi, @Niiru1 

I think there is no need to use DATESMTD.

76.png

 

NY_Sales Amount = CALCULATE(Sales[Sales Amount],DATEADD('Date'[Date],-1,YEAR) )
Year after NY_Sales Amount = CALCULATE(Sales[Sales Amount],DATEADD('Date'[Date],-2,YEAR) )
_Aggregation = [Sales Amount]+[NY_Sales Amount]+[Year after NY_Sales Amount] 

 

Please check the attachment for more details. If it doesn't meet your requirement, please feel free to ask.

 

Best Regards,
Community Support Team _ Eason
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

3 REPLIES 3
amitchandak
Super User
Super User

@Niiru1 , Based on what I got, try measure one like below with help from date table

 

last three year same month  Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
+ CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-12,MONTH)))

+ CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-24,MONTH)))

 

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.

Thanks for this,I'm getting this result when I enter the measure, I've tried filtering out the -12 and -24 month and it still gives me the same result

 

I'm using 'Date' [Calendar Year] and 'Date'[Month] as my rows do you think this is the issue as the measure you've suggested is calling 'Date'[Date]

 

Niiru1_0-1634031015560.png

 

Hi, @Niiru1 

I think there is no need to use DATESMTD.

76.png

 

NY_Sales Amount = CALCULATE(Sales[Sales Amount],DATEADD('Date'[Date],-1,YEAR) )
Year after NY_Sales Amount = CALCULATE(Sales[Sales Amount],DATEADD('Date'[Date],-2,YEAR) )
_Aggregation = [Sales Amount]+[NY_Sales Amount]+[Year after NY_Sales Amount] 

 

Please check the attachment for more details. If it doesn't meet your requirement, please feel free to ask.

 

Best Regards,
Community Support Team _ Eason
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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