Power BI DAX Tutorial Moving Rolling Average + Dynamic Parameter Input Drop Down Box + Fiscal Month

Veröffentlicht am: 12 April 2023
auf dem Kanal: Lighthouse Analytix

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You'll learn how to create Rolling Average / Moving Average using Power BI Quick Measure, which you can use if your financial calendar is the same as calendar month. I will also show you a work around to cover situations if your financial calendar is not the same as calendar month. You will learn the power of AVERAGEX and see how to create a parameter input to easily adjust the rolling periods to create a super cool dynamic rolling average chart.

In this video, you will follow along with the journey of how I solved a tricky problem of calculating monthly rolling averages in Power BI with a financial reporting calendar.

The company I worked for had a unique financial calendar that didn't align with the regular calendar month, which made the DAX solution much more complicated, as it makes standard time intelligence DAX functions and Power BI Quick Measure unusable.

I spent a lot of time researching online on how to calculate monthly rolling averages or monthly moving averages that works with financial calendar instead of normal calendar, but couldn't find a solution that met my needs.

So, I took matters into my own hands and wrote a DAX formula from scratch. I'll show you step-by-step how I did it, including creating a customized date table with financial year and month, and adding a financial month counter column.

You'll learn the power of AVERAGEX DAX function, and see how to create a parameter input to easily adjust the rolling period DAX calculation. I can't wait to share my knowledge with you, so you can be more confident in your day-to-day life using Power BI.

Cheers,
Isabella Susilowati @LighthouseAnalytix
#PowerBI, #powerbitutorial, #powerbiforbeginners

P.s.
PBIX and Excel Files are available for download at my website: LighthouseAnalytix.com

Timelines:
00:00 Introduction
01:00 Our Challenge
01:58 Our Solution
03:33 Our Data Model
03:48 Our Measures
04:27 How to generate Rolling Average Quick Measure
07:41 Two prerequisites to create RA for Fiscal Month
08:29 How to create Date Table
09:37 Rolling Average DAX Measure Deep Dive Part 1
13:02 Rolling Average DAX Measure Deep Dive Part 2
15:31 Dynamic Rolling Average Drop Down Box
18:03 Epilogue

Music I use: Bensound
License code: QYWKAP1VSVL2VSOS

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