Rolling 12 Financial Periods

What I thought was quite simple turns out not to be. I need to calculate Rolling 12 Financial Periods and display it in a chart by Fiscal Periods.

If it was months there is kioads of info out there.

I can get to
Calculate( [Sales],
DATESBETWEEN(
dim Calendar[date].
**,
[EndDate]
)

I have the end date in a Measure. With Months I would use SAMEPERIODLASTYEAR. However this wont work as it is financial periods and they dont align like months.

There must be an easy way to step back 12 Financial Periods (not months)
The date dimension has a date column and a Financial Year Month number

I am sure there must be a real easy way to do this. I feel like I am missing the obvious

Thanks
E

Hi @ells. Grab @Melissa’s extended date table and see the use of offsets. If it doesn’t have exactly what you need for your financial periods, you should be able to apply the offset principle to your situation without too much effort. Greg

1 Like

Hi @ells,

The Financial Period is just another Attribute of Dates
See if this is helpful.

Sales 12M = 
VAR myStart =  MAX ( Dates[Date] )
VAR myEnd = EDATE ( myStart + 1, -12 )
VAR Result =
    CALCULATE(
        [Total Sales],
        FILTER( 
            ALL( Dates ),
            Dates[Date] >= myStart 
            && Dates[Date] <= myEnd 
        )
    )
RETURN

Result
1 Like

Thanks,
I thought EDATE would do calendar months? This really needs to be financial and I have to use the data dimension provided :frowning:

So Easy in SQL
End date I have
Start date would be
a = get the financial Year Month Number for the end date
b = a-100 (so if its 202010 then it becomes 201910
c= add on to the Financial Year Month (watching year boundaries) so we get 201911
start date = first day of 201911

I am sure there must be an easier way. Juggling three issues at once is not good for my small brain :frowning:

Many Thanks
E

Can you post a copy/sample of your Dates table?

Unfortunatelly I am not allowed to post it. There are a lot of things I am not happy about one of which is the naming convention. When I say Financial Months they are really Periods so do not follow the calendar Year.

I have the following columns of Interest
Month Year Number (financial Month Year Number)
Month Number (financial Month Number)
Month Offset ( financial offset from Cuurrent Month)

Hope this helps.
E

I’m sure you can disclose what type of financial calendar you are using?
13 Period, 445, 454, 544 ???

I am not sure. It looks like it is linked to start or end on a particular day. Very difficult to tell .
Best Guess would be Period end on last friday of the month.

Sorry I know this is going to be as awkward as possible.
E

Ok then last question can you give me one start date for a new period.
You know what I’ll make something up :+1:

So my Current End date is 27 July 2020
30 May 2020 would be the start of a period

Could you not use the Month Offset?
Thanks
E

I was thinking along the lines of
VAr EndDate = [End date]
Var EndDateCurrentYearOffset= (need to get the CurrentYearOffset for EndDate)
Var StartDateCurrentYearOffset= VarEndDateCurrentYearOffset -11
Var StartDate = Min(dim Caleddar[Date] where Year Month Offset = StartDateCurrentYearOffset

From there I can calculate Sales with Dates Between start date and end date
?
Many Thanks
E

Without seeing your Dates table I’m hoping the Month Offset is a non-repeating sequential number…
Can you give this a go

Sales 12P = 
VAR myOffset = SELECTEDVALUE( Dates[MonthOffset] ) 
VAR ListMonths = CALCULATETABLE( VALUES( Dates[MonthOffset]), FILTER( ALL( Dates ), Dates[MonthOffset] >= myOffset -11 && Dates[MonthOffset] <= myOffset ))
RETURN

    CALCULATE( [Total Sales],
        FILTER( ALL( Dates ),
            Dates[MonthOffset] IN ListMonths
        )
    )

I hope this is helpful

@ells,

Here is one I use in all my financial models. This example is TTM for Cost of Sales:

Total Cost of Sales TTM =
CALCULATE (
    [Total Cost of Sales],
    DATESINPERIOD ( 'Date'[Date], MAX ( 'Date'[Date] ), -12, MONTH )
) 

I also have a date slicer at the top of my slide. Forgot to mention that.


Thanks
Jarrett

@JarrettM
Many Thanks but its the financial periods that are causing the issue. I think what you have assumes the 12 Periods span 12 Months?
Cheers
E

That looks like its worked :slight_smile:
Many Thanks
E

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