Column with SUMX and filter by dates and ids

[crhisbergas]

Hi,

Im working to create a calculated column with the average sales of last 12 months.

But I don't know how to filter the last 12 months, I've tried in many ways but Powerbi alwys returns error. Can someone help me on this.

Sales_12Mth =

SUMX(

    FILTER(

    Sales,

          Sales[Cod_Cliente] = Clients[ID_Cliente] &&
          Sales[Cod_Prod] = Sales_Clients[ID_Produto]),
     Sales[Quantidade]

)

[v-yanjiang-msft · Accepted solution]

Hi @crhisbergas ,

Tweak the formula like this:

Sales_12Mth =
VAR __Today =
    TODAY ()
VAR __12MonthsAgo =
    EOMONTH ( __Today, -12 )
VAR __Begin =
    DATE ( YEAR ( __12MonthsAgo ), MONTH ( __12MonthsAgo ), DAY ( __Today ) )
RETURN
    SUMX (
        FILTER (
            Sales,
            Sales[Cod_Cliente] = Clients[ID_Cliente]
                && Sales[Cod_Prod] = Sales_Clients[ID_Produto]
                && Sales[Date] >= __Begin
                && Sales[Date] <= __Today
        ),
        Sales[Quantidade]
    )

Best Regards,
Community Support Team _ kalyj

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

[v-yanjiang-msft · Accepted solution]

Hi @crhisbergas ,

Is your problem solved? If so, would you mind accept the helpful replies as solutions? Then we are able to close the thread. More people who have the same requirment will find the solution quickly and benefit here, thank you!

Best Regards,
Community Support Team _ kalyj

[crhisbergas]

Hi All,

with your support I can finish the job.

thanks a lot!!!

[Greg_Deckler]

@crhisbergas Try:

Sales_12Mth =
  VAR __Today = TODAY()
  VAR __12MonthsAgo = EOMONTH(__Today, -12)
  VAR __Begin = DATE(YEAR(__12MonthsAgo), MONTH(__12MonthsAgo), DAY(__Today))
  VAR __Result = 
SUMX(
    FILTER(
    Sales,
          Sales[Cod_Cliente] = Clients[ID_Cliente] &&
          Sales[Cod_Prod] = Sales_Clients[ID_Produto]) &&
          Sales[Date] >= __Begin && Sales[Date] <= __Today,
     Sales[Quantidade]
)

[crhisbergas]

Hi Greg,

When I tried to run its showing the message.

The syntax )' it's incorrect. --- Error message:

A sintaxe de ')' está incorreta. (DAX( VAR __Today = TODAY() VAR __12MonthsAgo = EOMONTH(__Today, -12) VAR __Begin = DATE(YEAR(__12MonthsAgo), MONTH(__12MonthsAgo), DAY(__Today)) VAR __Result = SUMX( FILTER( Sales, Sales[Cod_Cliente] = Clients[ID_Cliente] && Sales[Cod_Prod] = Sales_Clients[ID_Produto] && (Sales[Date] >= __Begin && Sales[Date] <= __Today), Sales[Quantidade])))).

Sales_12Mth =

  VAR __Today = TODAY()

  VAR __12MonthsAgo = EOMONTH(__Today, -12)

  VAR __Begin = DATE(YEAR(__12MonthsAgo), MONTH(__12MonthsAgo), DAY(__Today))

  VAR __Result =

SUMX(

    FILTER(

    Sales,

          Sales[Cod_Cliente] = Clients[ID_Cliente] &&

          Sales[Cod_Prod] = Sales_Clients[ID_Produto] &&

          (Sales[Date] >= __Begin && Sales[Date] <= __Today),

     Sales[Quantidade]

)

[v-yanjiang-msft · Accepted solution]

Hi @crhisbergas ,

Tweak the formula like this:

Sales_12Mth =
VAR __Today =
    TODAY ()
VAR __12MonthsAgo =
    EOMONTH ( __Today, -12 )
VAR __Begin =
    DATE ( YEAR ( __12MonthsAgo ), MONTH ( __12MonthsAgo ), DAY ( __Today ) )
RETURN
    SUMX (
        FILTER (
            Sales,
            Sales[Cod_Cliente] = Clients[ID_Cliente]
                && Sales[Cod_Prod] = Sales_Clients[ID_Produto]
                && Sales[Date] >= __Begin
                && Sales[Date] <= __Today
        ),
        Sales[Quantidade]
    )

Best Regards,
Community Support Team _ kalyj

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