Moving Annual Total Mat Example

A good example based upon monthly actual data is shown below.

Moving annual total mat example.

In any case i want to create a moving annual total grand total for each time new data is added into the columns of this report. For example feb 2014 to jan 2015 sales are called mat feb 2015 sales. This variable could be turnover production demand etc. Date and time intelligence.

In simple word it is last 12 month revenue sales. Moving annual total mat the total value of a variable such as sales figures for a product over the course of the previous 12 months. A b jan 07 5 feb 07 20 mar 07 103 apr 07 5 may 07 120 jun 07 33 jul 07 48 aug 07 63. Each month the figure for the new month is added to the moving annual total mat while at the same time the figure for the first month out of the formerly twelve is subtracted.

So it is now set up like this. Example report using moving annual total mat report looks at moving annual total for 2017 vs daily revenue. Download power bi desktop start file excel start. This is a rolling yearly sum so changes at the end of each month with data from the new month added to the total and data from the first month of the period taken away.

Mat moving annual total calculate sum transactiondata revenue datesinperiod calenderdate date lastdate calenderdate date 6 month since a quarter is 3 months we offset by 2 to get the previous two quarters 6 months. Mat total last year sales this year cumulative sales ytd last year cumulative sales lytd sum year max year 1 total sales rangesum above sum year max year sales 0 rowno rangesum above sum year max year 1 sales 0 rowno regards.