Hello I'm trying to do a simple average on a matrix inside of PowerBI. What I need is for each Advisor group to average the AUM amount by quarter/year. I tried to display AUM as average, but this does not return the correct results.
It appears I need to create a DAX formula for this, but I'm pretty new with DAX.
The two tables are joined by an account number. What I'm trying to get would be the Average of each Quarter by Advisor. If there is only 1 month of data in the quarter the average would be that 1 months value.
I've tried many variations of Calculate with Average/Averagex and different filters but it never returns the correct results.
This returns the expected results! Is there a way to do this without specifying ABCD etc? The real data has more advisors and the advisors can change so I wouldn't want to hardcode the names in the formula.