Rolling Margin Percentage Measure

JPatty

New Member
Joined
Sep 21, 2022
Messages
14
Office Version
  1. 365
  2. 2019
  3. 2011
Platform
  1. Windows
Trying to create a rolling 10 day margin measure that will return the average margin percentage for the previous 10 days. I was using the DAX below but does not exclude accounts that did not have any activity in the last 10 days. It returns the last 'Margin %' date even if it was outside of 10 days. Sample data sheet below "Business Inc" should not return a value. I think I should not use LASTDATE but I'm not sure how to make this work with the TODAY() function.

10 Day Rolling Avg =
CALCULATE (
[Margin %],
DATESBETWEEN (
'Merge1'[Date],
DATEADD ( LASTDATE ( 'Merge1'[Date] ), -10, DAY ),
LASTDATE ( 'Merge1'[Date] )
)
)

Margin % is a measure DAX below.

Margin% =
DIVIDE(
SUM('Data'[Profit]),
SUM('Data'[Revenue])
)

AccountCostRevenueProfitDate
Business Inc
100​
150​
50​
10/1/2023​
Corporation
150​
200​
50​
10/1/2023​
The Firm
100​
150​
50​
10/1/2023​
Business Inc
200​
300​
100​
10/2/2023​
Corporation
50​
200​
150​
10/2/2023​
The Firm
50​
150​
100​
10/2/2023​
Corporation
75​
50​
-25​
10/3/2023​
The Firm
75​
75​
0​
10/3/2023​
Corporation
100​
50​
-50​
10/6/2023​
The Firm
100​
50​
-50​
10/6/2023​
Corporation
300​
150​
150​
10/12/2023​
The Firm
300​
100​
200​
10/12/2023​
Corporation
300​
150​
150​
10/13/2023​
The Firm
300​
100​
200​
10/13/2023​
 

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