3 easy steps to make a Rolling 12 Months KPI in Power BI

Shashanka Shekhar
Microsoft Power BI
Published in
4 min readFeb 7, 2024

--

Power BI is a platform that allows you to connect to various data sources, transform and model your data, and create interactive dashboards and reports. Power BI can help you gain insights from your data and communicate them effectively.

What is a KPI?

A KPI, or a key performance indicator, is a measurable target that shows how well an individual or a business is performing in terms of meeting their goals. KPIs can be financial, such as net profit or revenue, or nonfinancial, such as customer satisfaction or retention. KPIs help organizations track their progress, identify their strengths and weaknesses, and make informed decisions to improve their outcomes.

Photo by Alesia Kaz on Unsplash

What are Rolling 12 Months Calculations?

The rolling 12 months calculation, also known as Last Twelve Months (LTM) or trailing twelve months, is a method used to evaluate a company’s performance during the immediately preceding 12-month time period. This is not necessarily related to a fiscal year period, as the LTM references any 12-month period.

Building the KPI

We will be making this KPI:

To calculate Rolling 12 Months Sales we require a calendar table because there is a requirement of creating…

--

--

Shashanka Shekhar
Microsoft Power BI

Contributor for Microsoft Power BI. I like Data Analysis and Data Science. Also I enjoy sports, videogames and Japanese Anime in my free time.