Annual moving average by quarter (Power Bi)









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I want to calculate the annual average of sales by quarter in Power Bi.



I usually solve this in Excel with an Averageif between dates (last date of a quarter and same date one year earlier).



Below a sample of my data:



 Date Quarter Sale
1/12/2016 2016-Q1 12.5
2/25/2016 2016-Q1 65.1
4/7/2016 2016-Q2 95.5
6/22/2016 2016-Q2 74.5
7/10/2016 2016-Q3 7.3
8/30/2016 2016-Q3 87.6
9/5/2016 2016-Q3 88.4
10/27/2016 2016-Q4 18
11/12/2016 2016-Q4 64.2
12/29/2016 2016-Q4 37.2
1/28/2017 2017-Q1 17.8
3/8/2017 2017-Q1 59.6
4/16/2017 2017-Q2 68.7
6/15/2017 2017-Q2 68.5
7/20/2017 2017-Q3 61.8
8/7/2017 2017-Q3 10.8
9/23/2017 2017-Q3 26.5
10/7/2017 2017-Q4 49.8
11/26/2017 2017-Q4 79.7
12/3/2017 2017-Q4 80.5
1/18/2018 2018-Q1 12.5
3/19/2018 2018-Q1 54.7
4/12/2018 2018-Q2 64.0
6/19/2018 2018-Q2 58.9
7/29/2018 2018-Q3 59.9
8/9/2018 2018-Q3 4.1
9/13/2018 2018-Q3 20.2


The wanted result is the table below:



Quarter1_Yr_Trailing Avg Sale 
2017-Q1 52.3
2017-Q2 56.7
2017-Q3 43.3
2017-Q4 52.4
2018-Q1 51.3
2018-Q2 49.9
2018-Q3 48.4


Just to clarify, 2018-Q3 is the average of any sale that was recorded between Sept 30, 2017 and Sept 30, 2018:



10/7/2017 2017-Q4 49.8
11/26/2017 2017-Q4 79.7
12/3/2017 2017-Q4 80.5
1/18/2018 2018-Q1 12.5
3/19/2018 2018-Q1 54.7
4/12/2018 2018-Q2 64.0
6/19/2018 2018-Q2 58.9
7/29/2018 2018-Q3 59.9
8/9/2018 2018-Q3 4.1
9/13/2018 2018-Q3 20.2


Thanks for your help.



regards,
Simon










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    up vote
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    down vote

    favorite
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    I want to calculate the annual average of sales by quarter in Power Bi.



    I usually solve this in Excel with an Averageif between dates (last date of a quarter and same date one year earlier).



    Below a sample of my data:



     Date Quarter Sale
    1/12/2016 2016-Q1 12.5
    2/25/2016 2016-Q1 65.1
    4/7/2016 2016-Q2 95.5
    6/22/2016 2016-Q2 74.5
    7/10/2016 2016-Q3 7.3
    8/30/2016 2016-Q3 87.6
    9/5/2016 2016-Q3 88.4
    10/27/2016 2016-Q4 18
    11/12/2016 2016-Q4 64.2
    12/29/2016 2016-Q4 37.2
    1/28/2017 2017-Q1 17.8
    3/8/2017 2017-Q1 59.6
    4/16/2017 2017-Q2 68.7
    6/15/2017 2017-Q2 68.5
    7/20/2017 2017-Q3 61.8
    8/7/2017 2017-Q3 10.8
    9/23/2017 2017-Q3 26.5
    10/7/2017 2017-Q4 49.8
    11/26/2017 2017-Q4 79.7
    12/3/2017 2017-Q4 80.5
    1/18/2018 2018-Q1 12.5
    3/19/2018 2018-Q1 54.7
    4/12/2018 2018-Q2 64.0
    6/19/2018 2018-Q2 58.9
    7/29/2018 2018-Q3 59.9
    8/9/2018 2018-Q3 4.1
    9/13/2018 2018-Q3 20.2


    The wanted result is the table below:



    Quarter1_Yr_Trailing Avg Sale 
    2017-Q1 52.3
    2017-Q2 56.7
    2017-Q3 43.3
    2017-Q4 52.4
    2018-Q1 51.3
    2018-Q2 49.9
    2018-Q3 48.4


    Just to clarify, 2018-Q3 is the average of any sale that was recorded between Sept 30, 2017 and Sept 30, 2018:



    10/7/2017 2017-Q4 49.8
    11/26/2017 2017-Q4 79.7
    12/3/2017 2017-Q4 80.5
    1/18/2018 2018-Q1 12.5
    3/19/2018 2018-Q1 54.7
    4/12/2018 2018-Q2 64.0
    6/19/2018 2018-Q2 58.9
    7/29/2018 2018-Q3 59.9
    8/9/2018 2018-Q3 4.1
    9/13/2018 2018-Q3 20.2


    Thanks for your help.



    regards,
    Simon










    share|improve this question























      up vote
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      I want to calculate the annual average of sales by quarter in Power Bi.



      I usually solve this in Excel with an Averageif between dates (last date of a quarter and same date one year earlier).



      Below a sample of my data:



       Date Quarter Sale
      1/12/2016 2016-Q1 12.5
      2/25/2016 2016-Q1 65.1
      4/7/2016 2016-Q2 95.5
      6/22/2016 2016-Q2 74.5
      7/10/2016 2016-Q3 7.3
      8/30/2016 2016-Q3 87.6
      9/5/2016 2016-Q3 88.4
      10/27/2016 2016-Q4 18
      11/12/2016 2016-Q4 64.2
      12/29/2016 2016-Q4 37.2
      1/28/2017 2017-Q1 17.8
      3/8/2017 2017-Q1 59.6
      4/16/2017 2017-Q2 68.7
      6/15/2017 2017-Q2 68.5
      7/20/2017 2017-Q3 61.8
      8/7/2017 2017-Q3 10.8
      9/23/2017 2017-Q3 26.5
      10/7/2017 2017-Q4 49.8
      11/26/2017 2017-Q4 79.7
      12/3/2017 2017-Q4 80.5
      1/18/2018 2018-Q1 12.5
      3/19/2018 2018-Q1 54.7
      4/12/2018 2018-Q2 64.0
      6/19/2018 2018-Q2 58.9
      7/29/2018 2018-Q3 59.9
      8/9/2018 2018-Q3 4.1
      9/13/2018 2018-Q3 20.2


      The wanted result is the table below:



      Quarter1_Yr_Trailing Avg Sale 
      2017-Q1 52.3
      2017-Q2 56.7
      2017-Q3 43.3
      2017-Q4 52.4
      2018-Q1 51.3
      2018-Q2 49.9
      2018-Q3 48.4


      Just to clarify, 2018-Q3 is the average of any sale that was recorded between Sept 30, 2017 and Sept 30, 2018:



      10/7/2017 2017-Q4 49.8
      11/26/2017 2017-Q4 79.7
      12/3/2017 2017-Q4 80.5
      1/18/2018 2018-Q1 12.5
      3/19/2018 2018-Q1 54.7
      4/12/2018 2018-Q2 64.0
      6/19/2018 2018-Q2 58.9
      7/29/2018 2018-Q3 59.9
      8/9/2018 2018-Q3 4.1
      9/13/2018 2018-Q3 20.2


      Thanks for your help.



      regards,
      Simon










      share|improve this question













      I want to calculate the annual average of sales by quarter in Power Bi.



      I usually solve this in Excel with an Averageif between dates (last date of a quarter and same date one year earlier).



      Below a sample of my data:



       Date Quarter Sale
      1/12/2016 2016-Q1 12.5
      2/25/2016 2016-Q1 65.1
      4/7/2016 2016-Q2 95.5
      6/22/2016 2016-Q2 74.5
      7/10/2016 2016-Q3 7.3
      8/30/2016 2016-Q3 87.6
      9/5/2016 2016-Q3 88.4
      10/27/2016 2016-Q4 18
      11/12/2016 2016-Q4 64.2
      12/29/2016 2016-Q4 37.2
      1/28/2017 2017-Q1 17.8
      3/8/2017 2017-Q1 59.6
      4/16/2017 2017-Q2 68.7
      6/15/2017 2017-Q2 68.5
      7/20/2017 2017-Q3 61.8
      8/7/2017 2017-Q3 10.8
      9/23/2017 2017-Q3 26.5
      10/7/2017 2017-Q4 49.8
      11/26/2017 2017-Q4 79.7
      12/3/2017 2017-Q4 80.5
      1/18/2018 2018-Q1 12.5
      3/19/2018 2018-Q1 54.7
      4/12/2018 2018-Q2 64.0
      6/19/2018 2018-Q2 58.9
      7/29/2018 2018-Q3 59.9
      8/9/2018 2018-Q3 4.1
      9/13/2018 2018-Q3 20.2


      The wanted result is the table below:



      Quarter1_Yr_Trailing Avg Sale 
      2017-Q1 52.3
      2017-Q2 56.7
      2017-Q3 43.3
      2017-Q4 52.4
      2018-Q1 51.3
      2018-Q2 49.9
      2018-Q3 48.4


      Just to clarify, 2018-Q3 is the average of any sale that was recorded between Sept 30, 2017 and Sept 30, 2018:



      10/7/2017 2017-Q4 49.8
      11/26/2017 2017-Q4 79.7
      12/3/2017 2017-Q4 80.5
      1/18/2018 2018-Q1 12.5
      3/19/2018 2018-Q1 54.7
      4/12/2018 2018-Q2 64.0
      6/19/2018 2018-Q2 58.9
      7/29/2018 2018-Q3 59.9
      8/9/2018 2018-Q3 4.1
      9/13/2018 2018-Q3 20.2


      Thanks for your help.



      regards,
      Simon







      powerbi moving-average






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      asked Nov 11 at 16:58









      Simone Caschili

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