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BItoken's avatar
BItoken
Helper III
5 years ago
Solved

Trailing 12 months DAX

Hi,

 

I have a Date column that is rolled up to the end of the quarter (Date) as per the attached image and the corresponding Fiscal Year ( Fiscal Qtr ).

I am struggling with getting a trailing 12 months (or 4 quarters) of the Sales column for the last 4 qtrs calculated at each corresponding quarters.

Trailing 12 Months Expected Output - is what i am looking for.

 

 

I tried this DAX Statement

Trailing 12 Months = CALCULATE(SUM([Sales]), DATESINPERIOD([Date]),ENDOFMONTH([Date]),-4,QUARTER))
This may not work as the Date is rolled up to quarter level.

Any help is much appreciated.

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  • amitchandak's avatar
    amitchandak
    5 years ago

    BItoken , You formula seems correct, you need use MAx of date. End of month will not apply in your case

     

    Trailing 12 Months = CALCULATE(SUM(Table[Sales]), DATESINPERIOD(Date[Date],Max(Date[Date]),-4,QUARTER))

    or

    Trailing 12 Months = CALCULATE(SUM(Table[Sales]), DATESINPERIOD(Date[Date],Max(Table[Date]),-4,QUARTER))

     

    Always use date table. As solution might work without that, but will create issue in future.

    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 :
    https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
    https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
    https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

    Appreciate your Kudos.

  • Anonymous's avatar
    Anonymous
    5 years ago

    Hi BItoken ,

    I created a sample pbix file for you, please check if that is what you want.

    1. Create a calculated column to order by the data base on the fiscal quarter

    Rank = RANKX ( 'Sales', 'Sales'[Fiscal Qtr],, ASC, DENSE )

    2. Create a measure to get the rolling 4 quaraters sales

    Trailing 12 Months = 
VAR _index = MAX ( 'Sales'[Rank] )
VAR _date =  MAX ( 'Sales'[Date] )
RETURN
    CALCULATE (
        SUM ( 'Sales'[Sales] ),
        FILTER (
            ALL ( 'Sales' ),
            'Sales'[Rank] >= _index - 3
                && 'Sales'[Rank] <= _index
                && 'Sales'[Date] <= _date
        )    )

    Best Regards

    Rena

9 Replies

  • FrankAT's avatar
    FrankAT
    Community Champion
    5 years ago

    Hi BItoken 

    this may be a solution. I added the column Fiscal Year with Power Query and used it in the measure (see attached pbix file):

     

     

    Trailing 12 Month = 
CALCULATE(
    [Sum of Sales],
    FILTER(
        ALLEXCEPT(
            'Table',
            'Table'[Fiscal Year]
        ),
        'Table'[Fiscal Qtr] <= MAX('Table'[Fiscal Qtr])
    )
)

     

    With kind regards from the town where the legend of the 'Pied Piper of Hamelin' is at home
    FrankAT (Proud to be a Datanaut)

    • BItoken's avatar
      BItoken
      Helper III
      5 years ago

      Hi FrankAT 

       

      Your DAX query will get me the sum of all previous quarters Sum.

      What i need to derive is the sum of last 4 trailing quarters for any given Qtr. 

      For example FY 21 Q1 value should be the sum of:  FY21 - Q1, FY20 - Q4, FY20 - Q3, FY20 - Q2

       

       

  • amitchandak's avatar
    amitchandak
    Super User
    5 years ago

    BItoken , You formula seems correct, you need use MAx of date. End of month will not apply in your case

     

    Trailing 12 Months = CALCULATE(SUM(Table[Sales]), DATESINPERIOD(Date[Date],Max(Date[Date]),-4,QUARTER))

    or

    Trailing 12 Months = CALCULATE(SUM(Table[Sales]), DATESINPERIOD(Date[Date],Max(Table[Date]),-4,QUARTER))

     

    Always use date table. As solution might work without that, but will create issue in future.

    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 :
    https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
    https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
    https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

    Appreciate your Kudos.

    • BItoken's avatar
      BItoken
      Helper III
      5 years ago

      Hi amitchandak ,

       

      I used this DAX function.

      Although, i get the same values of Sales.

       

      My Fiscal Qtr and Date and Sales are all in the same table. 

  • Ray_Minds's avatar
    Ray_Minds
    Solution Supplier
    1 year ago

    Hi BItoken 

    Create Measure # 12 Month Rollback =CALCULATE((SUM('Fact Table '[Amount]),DATESINPERIOD('Dim Date'[Date],MAX ('Dim Date '[Date]), -12, Month))

    If your requirement is solved, please make THIS ANSWER a SOLUTION ✔️ and help other users find the solution quickly. Please hit the LIKE 👍 button if this comment helps you.