How to compute GL Expense average 12 month amount ?

[admin11]

Hi All

I have last 12 month Expense amount in stright table. 

Can some one share with me how to create expression for compute last 12 month averyage expense ?

Expected to get = 42,952.00

https://www.dropbox.com/s/m30p5vrsmax20ku/PBT_V2021_339%20how%20to%20get%20last%2012%20month%20avery...

Above my PBI :-

Paul 

[v-kkf-msft · Accepted solution]

Hi @admin11 ,

Try the following formula:

avg = 
var _table = 
    FILTER(
        'Date',
        NOT(ISBLANK([AMOUNT]))
    )
var _Date = MAXX(_table,'Date'[Date])
var _First =  EOMONTH( _Date, -12 )
return 
    -DIVIDE(
        CALCULATE(
            [AMOUNT],
            FILTER(
                _table,
                'Date'[Date] > _First
            )
        ),
        12
)

If the problem is still not resolved, please provide detailed error information or the expected result you expect. Let me know immediately, looking forward to your reply.

Best Regards,
Winniz

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

[PhilipTreacy]

@admin11 

Hi Paul,

try this measure

YTD Avg Expense = TOTALYTD(AVERAGE('GL'[AMT]),'Date'[Date])

But the result is vastly different to your 42952.  How did you arrive at that value?

I can't work out how you are recording expenses.  There are multiple columns in your GK table with the word EXP and another column with the Type E. Are these expenses?

Regards

Phil

[admin11]

@PhilipTreacy 

Thank you for your help :-

[v-kkf-msft]

Hi @admin11 ,

Try the following formula:

avg = 
-AVERAGEX(
  FILTER(
    'Table',
    'Table'[YrMth Sort] >= EOMONTH( LASTDATE( ALL( 'Table'[YrMth Sort] ) ), -12 )
  ),
  [Amount]
)

If the problem is still not resolved, please provide detailed error information or the expected result you expect. Let me know immediately, looking forward to your reply.

Best Regards,
Winniz

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

[admin11]

@v-kkf-msft 

Thank you very much for sharing.

i try to implement your expression to my PBIX file , i don't have error , but it display blank.

Paul

[v-kkf-msft]

Hi @admin11 ,

That should be caused by different model. Can you share your PBIX file? The previous link shows that the file has been deleted.

Best Regards,

Winniz

[admin11]

@v-kkf-msft 

Thank you very much for your help , it work fine now.

Paul

[v-kkf-msft · Accepted solution]

Hi @admin11 ,

Try the following formula:

avg = 
var _table = 
    FILTER(
        'Date',
        NOT(ISBLANK([AMOUNT]))
    )
var _Date = MAXX(_table,'Date'[Date])
var _First =  EOMONTH( _Date, -12 )
return 
    -DIVIDE(
        CALCULATE(
            [AMOUNT],
            FILTER(
                _table,
                'Date'[Date] > _First
            )
        ),
        12
)

If the problem is still not resolved, please provide detailed error information or the expected result you expect. Let me know immediately, looking forward to your reply.

Best Regards,
Winniz

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

[admin11]

@v-kkf-msft 

For the above avg expression which is working fine . now i need to make use of filter panel , to filter to set 1_EXP=EXP.

1_EXP =

SWITCH(TRUE(),

'GL'[Reporting Code]>=00100 &&'GL'[Reporting Code]<=00375,"EXP",

BLANK())

Can you pls help me insert 1_EXP to avg expression , so that i don't require do additional step , it will display avg exp amount for Exp. 

I have already try use filter panel , it work fine. But i Tab have initial seletion button , it will cause filter panel setting not work.

See image below :-

Paul 

[v-kkf-msft · Accepted solution]

Hi @admin11 ,

Try to modify the measure Amount to the following formula:

AMOUNT = 
CALCULATE(
    SUM(GL[AMT])*-1,
    FILTER(
        GL,
        GL[1_EXP]="EXP"
    )
)

Best Regards,
Winniz

[admin11]

@v-kkf-msft wow you are very intelligent.