cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
ANM_97
Helper IV
Helper IV

Calculate average balance in period

Hello !

 

I have this problem:

I have balances on working days . I need to calculate the average balance over a period of time. How can I do this without multiplying the balance from the last non-working day in the balance?

During the period, the balance of the weekend must also be taken into account, which is supposed to be the one from the last non-working day.

ANM_97_0-1655734995826.png

Expected result:

in period: 2022/04/29 - 2022/04/ 30 -> balance = 200 $
in period 2022/04/29 - 2022/05/02 -> balance = 400$

1 ACCEPTED SOLUTION
RicoZhou
Community Support
Community Support

Hi @ANM_97 ,

 

I suggest you to try this code to create a measure.

Balance in Period = 
VAR _RELATE_VALUE =
    ADDCOLUMNS (
        'DATE',
        "Related Value",
            VAR _LAST_WORKING_DATE_ID =
                YEAR ( 'DATE'[LAST_WORKING_DATE] ) * 10000
                    + MONTH ( 'DATE'[LAST_WORKING_DATE] ) * 100
                    + DAY ( 'DATE'[LAST_WORKING_DATE] )
            RETURN
                CALCULATE (
                    SUM ( FACT_BALANCES[Value] ),
                    FILTER ( FACT_BALANCES, FACT_BALANCES[DIM_DATE_ID] = _LAST_WORKING_DATE_ID )
                )
    )
RETURN
    SUMX ( _RELATE_VALUE, [Related Value] )

Result is as below.

RicoZhou_0-1655952081739.png

 

Best Regards,
Rico Zhou

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

4 REPLIES 4
ANM_97
Helper IV
Helper IV

@RicoZhou  Thank you soooooo much! This measure is WOW!   

RicoZhou
Community Support
Community Support

Hi @ANM_97 ,

 

I suggest you to try this code to create a measure.

Balance in Period = 
VAR _RELATE_VALUE =
    ADDCOLUMNS (
        'DATE',
        "Related Value",
            VAR _LAST_WORKING_DATE_ID =
                YEAR ( 'DATE'[LAST_WORKING_DATE] ) * 10000
                    + MONTH ( 'DATE'[LAST_WORKING_DATE] ) * 100
                    + DAY ( 'DATE'[LAST_WORKING_DATE] )
            RETURN
                CALCULATE (
                    SUM ( FACT_BALANCES[Value] ),
                    FILTER ( FACT_BALANCES, FACT_BALANCES[DIM_DATE_ID] = _LAST_WORKING_DATE_ID )
                )
    )
RETURN
    SUMX ( _RELATE_VALUE, [Related Value] )

Result is as below.

RicoZhou_0-1655952081739.png

 

Best Regards,
Rico Zhou

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

@RicoZhou  I have a little problem. For start of year 2022, if i select January,  how can I change the measure so as to extract the balance of the last working day from December 2021? 

I find the solution. I put ALL( FCT_BALANCES) in filter. 

 

FILTER ( ALL(FCT_BALANCES), FCT_BALANCES[DIM_DATE_ID] = ....
 
Thank you !

Helpful resources

Announcements
August 2022 update 768x460.jpg

Check it Out!

Click here to learn more about the August 2022 updates!

August 1 episode 9_no_dates 768x460.jpg

The Power BI Community Show

Watch the playback when Priya Sathy and Charles Webb discuss Datamarts! Kelly also shares Power BI Community updates.

Power Platform Conf 2022 768x460.jpg

Join us for Microsoft Power Platform Conference

The first Microsoft-sponsored Power Platform Conference is coming in September. 100+ speakers, 150+ sessions, and what's new and next for Power Platform.

Top Solution Authors
Top Kudoed Authors