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Rolling MAT (Moving Annual Total) - formula

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(@dani104)
Posts: 50
Trusted Member
Topic starter
 

Hello, 

Is there a PQ formula to automatically add rolling MAT period?  Currently, I'm adding MAT by Adding Conditional Column. However, this means I need to change the date values each time the new months rolls in (please see attached example).   Am looking for a way to automatically update the MAT. So, MAT to last full month.  For example, as we are in Jun-2021, would want to use MAT Jun-2020 to May-2021 versus MAT Jun-2019 to May-2020; and have this automatically roll over for each new monthly period.  

 
Posted : 05/06/2021 6:06 am
(@mynda)
Posts: 4761
Member Admin
 

Hi Danielle,

These calculations would normally be done in Power Pivot using the date time intelligence functions, not Power Query.

Mynda

 
Posted : 05/06/2021 8:24 am
(@dani104)
Posts: 50
Trusted Member
Topic starter
 

Thanks, Mynda.  Will use Power Pivot approach.

 
Posted : 07/06/2021 9:22 pm
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