Forum Discussion
Helper IIITrailing 12 months DAX
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.
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
Community ChampionHi 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)
