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Anonymous
Not applicable

Annualized Total

I want to take my YTD monthly totals and divide by the number of months in the YTD monthly total and multiply by 12. My sales are:

Month     Sales      Annualized Total
Jan          $1,000    $12,000
Feb          $2,000   $18,000 (YTD Total($3,000) / 2 months) = $1,500 * 12 = $18,000
Mar         $1,000   $16,000 (YTD Total($4,000) / 3 months) = $1,333 * 12 = $16,000

 

Anyone know the correct DAX function for this?

1 ACCEPTED SOLUTION
Anonymous
Not applicable

I figured it out and want to post it here in case others find this post by searching for annualized totals.

 

Create measure: Total Sales = SUM(SalesTable(Sales))

Create measure: YTD Sales = TOTALYTD( [Total Sales], Dates[Date] )

Create measure: Monthly Avg Sales = AVERAGEX( VALUES(Dates[Month] ), [Total Sales] )

Create measure: YTD Monthly Avg = CALCULATE( [Monthly Avg Revenue] ,   FILTER( ALL(Dates) ,   Dates[Month] <= MAX( Dates[Month] ) &&   Dates[Year] = MAX(Dates[Year])))

Finally, create measure: Sales Annualized = [YTD Monthly Avg] * 12

 

View solution in original post

2 REPLIES 2
karlafigueroa
Regular Visitor

HI, 

Can someone explain this to me? I got lost towards he end in the YTD Monthly Avg calculation. I want to calculate the annualized total for the current year from only the latest month in the data. 

Anonymous
Not applicable

I figured it out and want to post it here in case others find this post by searching for annualized totals.

 

Create measure: Total Sales = SUM(SalesTable(Sales))

Create measure: YTD Sales = TOTALYTD( [Total Sales], Dates[Date] )

Create measure: Monthly Avg Sales = AVERAGEX( VALUES(Dates[Month] ), [Total Sales] )

Create measure: YTD Monthly Avg = CALCULATE( [Monthly Avg Revenue] ,   FILTER( ALL(Dates) ,   Dates[Month] <= MAX( Dates[Month] ) &&   Dates[Year] = MAX(Dates[Year])))

Finally, create measure: Sales Annualized = [YTD Monthly Avg] * 12

 

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