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atad's avatar
atad
Frequent Visitor
7 years ago
Solved

Trailing 12 Average Balance (Measure based on another measure)

Hi,   I am still new to DAX.  I have a table that contains general ledger account transactions: account number, date, value.  I also have a date table.  the fiscal year starts on May 1st, ends on Ap...
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  • Ashish_Mathur's avatar
    Ashish_Mathur
    7 years ago

    Hi,

     

    You may download my PBI file from here.

     

    Hope this helps.

TomMartens's avatar
TomMartens
Icon for Super User rankSuper User
7 years ago
Hey,

please provide an xlsx that contains sample data in one sheet and expected result in another sheet, upload the file to onedrive or dropbox and share the link.

Regards,
Tom
    • v-cherch-msft's avatar
      v-cherch-msft
      Icon for Microsoft Employee rankMicrosoft Employee
      7 years ago

      Hi atad 

      You may try below measure and drag Year and Month column into the visual.

      Total_Trailing12Period =
CALCULATE (
    SUM ( Trsansactions[Value] ),
    DATESINPERIOD ( 'Date'[Date], LASTDATE ( 'Date'[Date] ), -12, MONTH )
)

      Regards,

       

    • Ashish_Mathur's avatar
      Ashish_Mathur
      Icon for Super User rankSuper User
      7 years ago

      Hi,

       

      You may download my PBI file from here.

       

      Hope this helps.

      • atad's avatar
        atad
        Frequent Visitor
        7 years ago

        That's amazing Ashish!  works like a charm!  thanks so much!

         

        I am so impressed by the techniques you applied here!

         

        atad