MOVINGSUM

The MOVINGSUM formula returns the sum of a measure over a specified date range.

Syntax

MOVINGSUM(measure, startDate, endDate)

Arguments

measure– The measure to sum. Required.

startDate – Start date of the range. Required.

endDate- End date of the range. Required.

Return value

Returns the sum of the measure over the specified date range.

Example

MOVINGSUM([Profit], CURRENT_PERIOD, SHIFT(CURRENT_PERIOD, "2M"))
//Calculates the sum of the profit for a particular month and 2 months after it

MOVINGSUM([Sales], DATE(2024,4,1), DATE(2024,8,31))
//Calculates the rolling sum between April and August 2024 

We've used MOVINGSUM to calculate the rolling sum of the profit measure for each month and 2 months after that month. For example, the MOVINGSUM for January would be the sum of the profits for January, February, and March.

MOVINGSUM example

You can also use MOVINGSUM with forecasts to aggregate your measures over open and closed periods. In this example, we've aggregated the forecast measure for the open periods.