rolling average for 3 months showing same value

[sreddy47652]

Hi team,

i am trying to create the rolling average for 3 months but it was giving same values as base value, can you help me to fix for rolling average for 3 months.

[johnt75 · Accepted solution]

You can try

Rolling Average =
VAR DatesToUse =
    WINDOW (
        -2,
        REL,
        0,
        REL,
        ALLSELECTED ( 'Date'[Year], 'Date'[Month number] ),
        ORDERBY ( 'Date'[Year], ASC, 'Date'[Month number], ASC )
    )
VAR Result =
    AVERAGEX ( DatesToUse, CALCULATE ( DISTINCTCOUNT ( 'Table'[User ID] ) ) )
RETURN
    Result

[divyed · Accepted solution]

Hello @sreddy47652 ,

You can use below dax for your purpose , please replace table names and fileds:

rolling_3_month_Avg =

AVERAGEX(

    WINDOW(

        -2,REL,0,REL,

        ALLSELECTED(Test_Avg[Month_number],Test_Avg[Year],Test_Avg[Users]),

        ORDERBY(Test_Avg[Month_number]),

        PARTITIONBY(Test_Avg[Year])

    ),

    CALCULATE(AVERAGE(Test_Avg[Users])

)

)

Did I answer your query ? Mark this as solution if this helps, appreciate your Kudos.

Cheers

[divyed · Accepted solution]

Hello @sreddy47652 ,

It is giving as expected , here is the illustration, please suggest if you have different logic

Cheers

[v-denglli-msft · Accepted solution]

Hi @sreddy47652 ,

Please try the following dax.

Rolling Average (3 Months) = 
VAR difference = DATEDIFF(MINX(ALL('Table'),'Table'[Date]),MAX('Table'[Date]),MONTH) --The difference in months from the min date.
VAR _value = CALCULATE(DISTINCTCOUNT('Table'[Users]) ,DATESINPERIOD('Table'[Date],MAX('Table'[Date]),-3,MONTH)) --Total value of 3 months.
RETURN
SWITCH(
    TRUE(),
    difference=0,_value,
    difference=1,_value/2,
    difference>1,_value/3
  )

Please see the attached pbix for reference.

Best Regards,
Dengliang Li

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[divyed · Accepted solution]

Hello @sreddy47652 ,

You can use below dax for your purpose , please replace table names and fileds:

rolling_3_month_Avg =

AVERAGEX(

    WINDOW(

        -2,REL,0,REL,

        ALLSELECTED(Test_Avg[Month_number],Test_Avg[Year],Test_Avg[Users]),

        ORDERBY(Test_Avg[Month_number]),

        PARTITIONBY(Test_Avg[Year])

    ),

    CALCULATE(AVERAGE(Test_Avg[Users])

)

)

Did I answer your query ? Mark this as solution if this helps, appreciate your Kudos.

Cheers

[sreddy47652]

@divyed it's working some what better than earlier formulas but need rolling average like this below image, can you help me to fix this.

[divyed · Accepted solution]

Hello @sreddy47652 ,

It is giving as expected , here is the illustration, please suggest if you have different logic

Cheers

[DataNinja777]

Hi @sreddy47652 ,

Here is a measure for calculating a 3-month rolling average at the month level:

Rolling Average (3 Months) = 
VAR CurrentMonth = MAX('Calendar'[Date])
RETURN 
    AVERAGEX(
        DATESINPERIOD('Calendar'[Date], CurrentMonth, -3, MONTH),
        CALCULATE(SUM('FactTable'[Value]))
    )

This measure calculates the rolling average by using the DATESINPERIOD function to define a 3-month window and then applies AVERAGEX to compute the average for the specified period. The calendar table ensures the calculation respects the relationship with the fact table.

Best regards,

[johnt75 · Accepted solution]

You can try

Rolling Average =
VAR DatesToUse =
    WINDOW (
        -2,
        REL,
        0,
        REL,
        ALLSELECTED ( 'Date'[Year], 'Date'[Month number] ),
        ORDERBY ( 'Date'[Year], ASC, 'Date'[Month number], ASC )
    )
VAR Result =
    AVERAGEX ( DatesToUse, CALCULATE ( DISTINCTCOUNT ( 'Table'[User ID] ) ) )
RETURN
    Result

[sreddy47652]

i tried above forumala but it always return as 1 only instead of rolling average

[johnt75]

It works for me, see attached PBIX. I think there must be an issue in the calculation you're using where I put the DISTINCTCOUNT.

[sreddy47652]

@johnt75  it seems better than earlier formula but its not giving accurate results, i need rolling average below like this but based on month number. can you help me how to fix it.

[johnt75]

Its is showing the rolling 3 month average, including the month itself. So in March it is showing the average over Jan, Feb and March. 

What formula are you using to calculate the average, and what about the numbers do you think is wrong ?

[sreddy47652]

No ,Formula is correct but when you rolling over next month it's showing average for 4 months viceversa but ideally it should show as below image

[johnt75]

I don't understand what you mean that its showing the average for 4 months viceversa? The window function is producing 3 months and then you take the average of that.

From the PBIX I posted earlier

[shafiz_p]

Hi @sreddy47652 
It is better to provide representative date to get the exact solution.

However, you could try this:

RollingAvg3Months = 
CALCULATE(
    AVERAGEX(
        DATESINPERIOD(
            'DateTable'[Date],
            LASTDATE('DateTable'[Date]),
            -3,
            MONTH
        ),
        AVERAGE('YourTable'[Value])
    )
)

Hope this helps!!

If this solved your problem, please accept it as a solution and a kudos!!

Best Regards,
Shahariar Hafiz

[sreddy47652]

i tried already above formula still returns same values for base value