Last 12 month calculation help

  • Hello,

    I have a cube with monthly data. For simplicity, let’s imagine 2 facts.

    1. Monthly Assets under Management

    2. Revenue

     

    I need a calculation that will take the sum of the current month + last 11 months of Revenue divided by the current months Assets under Management.

     

    Right now, I have it working for a month, but I can’t seem to grasp how to create a calculation to get the previous 11 months plus current months sum of Revenue.

     

    [Measures].[Rep Commission]

    /

    [Measures].[Assets under Management]

     

    Any help or direction would be greatly appreciated.

  • With a little more detail of your current cube structure and the current MDX we could possibly add more, but as a first port of call, I would suggest looking at the PeriodsToDate function.

     

    Steve.

  • Ok, I'm looking at the PeriodsToDate function now... I'll keep you posted if this worked.

    Some more details, i have 2 fact tables.

    The first fact table (AUMFact)has the [Assets under Management] measure, this is a monthly measure, but I cannot take the totals from each month and sum them. It represents what the client owns at the time the data is captured.

    The Second fact table (RepCommissionFact) has the [Rep Commission] measure captured monthly; this measure can be summed with the previous months to show what the Rep has made in commission revenue.

    Traditionally, I would have added a new measure to RepCommissionFact and each month I would have calculated the last 12 months and inserted the value into the table.

    I need to be able to calculate an ROA… Return on Assets. The calculation is the last 12 months of [Rep Commission] divided by [Assets under Management]

    Hope this makes it clearer.

    Thanks

     

  • So something like below (pseudo-mdx) as a calc'd measure might work?

    if ( [TimeDim].CurrentMember.Level = TimeDim.Levels.Month, 

      Sum(

       PeriodsToDate([TimeDim].[Month], [TimeDim].CURRENTMEMBER)

      , [Measures].[Commision]) / [measures].[AUM]

    )

     

    Steve.

  • That works!  thanks

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