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## Finding Average Item rate while grouping by Item code for a date range (slicer)

Hi guys

Scratching my head with this one.

We have the odd situation where agents will enter dummy values for the Item Rate "£0.00" and "£2.22" on sales orders.

After the sales are signed off, we then have to go into the orders and correct these dummy orders by working out the average Item Rate per Item code from all the other sales orders, and then we use this as the Item Rate instead of the dummy values.

For example see same data below

 Document Number Date Item Item Rate Originally Ordered Qty Scheduled Sell SO0235961 25/04/2022 2 £0.81 500 £405.75 SO0235993 25/04/2022 2 £0.85 500 £426.10 SO0235994 25/04/2022 2 £0.85 500 £426.10 SO0235995 25/04/2022 2 £0.00 500 £0.00 SO0236179 24/04/2022 2 £0.96 600 £577.74 SO0234542 26/04/2022 3 £0.00 553 £0.00 SO0240064 26/04/2022 3 £1.45 1747 £2,532.28 SO0233996 24/04/2022 3 £1.45 4053 £5,876.85 SO0234139 21/04/2022 3 £1.45 1686 £2,444.70 SO0236394 26/04/2022 3 £2.22 1021 £2,266.62 SO0236448 21/04/2022 3 £2.22 243 £539.46 SO0241025 24/04/2022 3 £0.00 921 £0.00 SO0241411 24/04/2022 3 £2.22 463 £1,027.86 SO0241428 21/04/2022 3 £0.00 782 £0.00 SO0241435 21/04/2022 3 £2.22 1350 £2,997.00 SO0236975 26/04/2022 5 £0.65 3716 £2,415.40 SO0236976 26/04/2022 5 £0.00 1372 £0.00 SO0236977 21/04/2022 5 £0.65 2999 £1,949.35 SO0236986 26/04/2022 5 £0.65 1600 £1,040.00 SO0236987 21/04/2022 5 £0.00 1998 £0.00 SO0236988 21/04/2022 5 £0.65 3499 £2,274.35 SO0237010 24/04/2022 5 £0.65 2025 £1,316.25 SO0240441 24/04/2022 5 £0.96 474 £455.66 SO0240447 21/04/2022 5 £0.96 3367 £3,236.70 SO0242788 21/04/2022 5 £2.22 500 £1,110.00 SO0242790 21/04/2022 5 £2.22 1252 £2,779.44

So for Item code 3 we first remove all rows where the Item Rate is £0.00 or £2.22 leaving the following:

 Document Number Date Item Item Rate Originally Ordered Qty Scheduled Sell SO0240064 22/04/2022 3 £1.45 1747 £2,532.28 SO0233996 24/04/2022 3 £1.45 4053 £5,876.85 SO0234139 21/04/2022 3 £1.45 1686 £2,444.70

We then total the Originally Ordered Qty and Delivered Sell for the remaining orders

Originally Ordered Qty Total = 7486

Scheduled Sell Total = £10,853.83

Then divide the Scheduled Sell Total / Originally Ordered Qty Total to get the Average Item Rate = £1.45

You then have to put the removed lines back in and add a column with the Average Item Rate you've just calculated.

Now using the new Average Item Rate I can calculate the new "Average Scheduled Sell" price.

 Document Number Date Item Item Rate Originally Ordered Qty Scheduled Sell Average Item Rate Average Scheduled Sell SO0234542 21/04/2022 3 £0.00 553 £0.00 £1.45 £801.85 SO0240064 22/04/2022 3 £1.45 1747 £2,532.28 £1.45 £2533.15 SO0233996 24/04/2022 3 £1.45 4053 £5,876.85 £1.45 £5876.85 SO0234139 21/04/2022 3 £1.45 1686 £2,444.70 £1.45 £2444.70 SO0236394 22/04/2022 3 £2.22 1021 £2,266.62 £1.45 £1480.45 SO0236448 24/04/2022 3 £2.22 243 £539.46 £1.45 £352.35 SO0241025 24/04/2022 3 £0.00 921 £0.00 £1.45 £1335.45 SO0241411 21/04/2022 3 £2.22 463 £1,027.86 £1.45 £671.35 SO0241428 22/04/2022 3 £0.00 782 £0.00 £1.45 £1133.90 SO0241435 24/04/2022 3 £2.22 1350 £2,997.00 £1.45 £1957.50

This all needs to be grouped by the Item code and affected by the Date range on the page slicer.

I've only managed to get part way there by duplicating the orders table and manipulating it in power query but this is incredibly slow and is not affected by the date as it takes the average across all orders.

Anyone brave enough to have a go? 🙂

2 ACCEPTED SOLUTIONS
Super User

Hi Da Geemta

I think this is what you are asking for.

Create a table visual with item number and then the Ave rate.

Please click thumbs up and Accept As Solution because I was "brave enough" to have a go 😀

Ave rate =
// get the current visual row values
VAR myrate = SELECTEDVALUE('Table'[Item Rate])
VAR myitem = SELECTEDVALUE('Table'[Item])

// create a subset for the item. excluding £0.00 and £2.22 obviously so they dont screw up the avergaes
VAR mysubset =
FILTER(ALL('Table'),
'Table'[Item] = myitem &&
NOT ('Table'[Item Rate]) IN {0, 2.22}
)
RETURN

// only get the average for £0.00 and £2.22 rows, othwerwise return the original value

IF(myrate IN {0,2.22},

CALCULATE(
AVERAGE('Table'[Item Rate]),
mysubset
),

myrate
)
Super User

Hi again DaGemsta

Firstly you are being a bit cheeky adding a new problem to the ticket. 😀

Please raise 1 problem per ticket. If you need to change or expand the ticket because you did not ask the right question, them accept the solution and raise a new ticket and give the solver twice the kudos scores for doing twice the work. Thank you. 👍

Secondly, you have now mention a "Received" field which is not is you example data ! 🤔

May I suggest that you never use / in Power BI.
Always use DIVIDE to capature any divsion by zero errors. 😇

I cant answer you exact questioin because you hace not provided the  "Received" field, but I am pretty sure this info will help.

Look at these 2 measures carefully:-

Sum value =  SUM('Table'[Originally Ordered Qty]) * [Ave rate]

Sumx value = SUMX('Table','Table'[Originally Ordered Qty] * [Ave rate])

Both will return the same answer for each a row in table visual with

Document number, Date, Item, Item Rate, Ave Rate, Sum value, Sumxvalue.

However, only the Sumx value will return the correct sub totals and grand totals.

This is because SUMX is an iterator.  see https://docs.microsoft.com/en-us/dax/sumx-function-dax

Now please smash those thumbs up and Accept As Solution buttons to give kudos for helping you. Thank you! 😎

6 REPLIES 6
Super User

Hi again DaGemsta

Firstly you are being a bit cheeky adding a new problem to the ticket. 😀

Please raise 1 problem per ticket. If you need to change or expand the ticket because you did not ask the right question, them accept the solution and raise a new ticket and give the solver twice the kudos scores for doing twice the work. Thank you. 👍

Secondly, you have now mention a "Received" field which is not is you example data ! 🤔

May I suggest that you never use / in Power BI.
Always use DIVIDE to capature any divsion by zero errors. 😇

I cant answer you exact questioin because you hace not provided the  "Received" field, but I am pretty sure this info will help.

Look at these 2 measures carefully:-

Sum value =  SUM('Table'[Originally Ordered Qty]) * [Ave rate]

Sumx value = SUMX('Table','Table'[Originally Ordered Qty] * [Ave rate])

Both will return the same answer for each a row in table visual with

Document number, Date, Item, Item Rate, Ave Rate, Sum value, Sumxvalue.

However, only the Sumx value will return the correct sub totals and grand totals.

This is because SUMX is an iterator.  see https://docs.microsoft.com/en-us/dax/sumx-function-dax

Now please smash those thumbs up and Accept As Solution buttons to give kudos for helping you. Thank you! 😎

Frequent Visitor

Awesome Source!!! Thanks Speedy 😁

Super User

Hi again DeGemsta

I am on the mobile phone at the moment and will reply properly when I get chance on the laptop.

It sounds like you may need to use the SUMX iterator.

SUMX is a classic method for getting grand totals from multiple rows with value = unit price x quantity.

Obviously you cant SUM unit price x quantity. That wont make sense.

Frequent Visitor

Thanks! Looking forward to it 🙂

Super User

Hi Da Geemta

I think this is what you are asking for.

Create a table visual with item number and then the Ave rate.

Please click thumbs up and Accept As Solution because I was "brave enough" to have a go 😀

Ave rate =
// get the current visual row values
VAR myrate = SELECTEDVALUE('Table'[Item Rate])
VAR myitem = SELECTEDVALUE('Table'[Item])

// create a subset for the item. excluding £0.00 and £2.22 obviously so they dont screw up the avergaes
VAR mysubset =
FILTER(ALL('Table'),
'Table'[Item] = myitem &&
NOT ('Table'[Item Rate]) IN {0, 2.22}
)
RETURN

// only get the average for £0.00 and £2.22 rows, othwerwise return the original value

IF(myrate IN {0,2.22},

CALCULATE(
AVERAGE('Table'[Item Rate]),
mysubset
),

myrate
)
Frequent Visitor

lol Thanks speedramps 🙂

I've added a measure to work out delivered sell using the ave rate you generated

Ave Delivered Sell = CALCULATE(SUM('Saved Search'[Quantity Fulfilled/Received])*[Ave Rate])

The above works great on the one visual but I can't total it and I can't then use it to calculate the net profit etc for the report.

Am I doing something wrong?

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