Running 3 Year Average
Hi,
Having trouble with figuring out how to make this work.
I have a summary table with a structure like this:
- Fiscal Year (date format, usually the first of the year)
- Fiscal Year (whole number format, 4 digits)
- Product Category (text)
- metric 1 (whole number)
- metric 2 (whole number)
- metric 3 (whole number)
The table contains future fiscal years with projections as well as past years.
What I want to do is create a new table that will ignore the product category and give me:
- Fiscal Year
- Rolling 3 year average of Metric 1
- Rolling 3 year average of Metric 2
- Rolling 3 year average of Metric 3
I see suggestions online of using something like:
CALCULATE (
SUM ('Table1'[metric 1)/3,
DATESINPERIOD ( 'Table1'[Fiscal Year], MAX ( 'Table1'[Fiscal Year] ), -3, YEAR ))
but since the table contains future dates the max year in the table goes into the 2060s...
What I really want is the the fiscal year in the current context row to the fiscal year-2, and then I'd repeat that for all 3 metrics.
Whats the best way to go about this?
Posted Sep 3, 2025, 6:21 PM UTC
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