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Helper V

## YTD average of a measure

Howdy! I'd like to ask how to calculate a YTD average of a measure? E.g. below a line showing 80%, 72.5%, 68.3%, etc. On top of this, the underlying date strucutre is on a per day basis. I'd like the YTD average to be on sum of values in a month.

Any help would be much appreciated!

1 ACCEPTED SOLUTION
Super User IV

Please try this measure expression.  Note I first needed to add a Month column to your required table with

Month = MONTH('Required Line'[Date])

YTD Avg =
VAR maxdate =
MAX ( 'Required Line'[Date] )
RETURN
CALCULATE (
AVERAGEX (
VALUES ( 'Required Line'[Month] ),
[Percentage uptime]
),
ALL ( 'Required Line'[Date] ),
'Required Line'[Date] <= maxdate
)

Regards,
Pat

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@mahoneypa HoosierBI on YouTube

6 REPLIES 6
Super User IV

Please try this measure expression.  Note I first needed to add a Month column to your required table with

Month = MONTH('Required Line'[Date])

YTD Avg =
VAR maxdate =
MAX ( 'Required Line'[Date] )
RETURN
CALCULATE (
AVERAGEX (
VALUES ( 'Required Line'[Month] ),
[Percentage uptime]
),
ALL ( 'Required Line'[Date] ),
'Required Line'[Date] <= maxdate
)

Regards,
Pat

Did I answer your question? Mark my post as a solution! Kudos are also appreciated!

@mahoneypa HoosierBI on YouTube

Helper V

Awesome, that worked like a charm, thank you!!

Community Support

Hi  @spenot09 ,

According to your description, I created some data October 1, 2019 to December 5, 2020 to show

1. Open the line chart, place the date column in axis and the amount in value

2. Select analytics, find average line 1, and select Add. After that, a horizontal line will appear, which is the year to date average

3. Result.

You can downloaded PBIX file from here.

If my answer is not what you need, can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.

Best Regards,

Liu Yang

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

Helper V

@v-yangliu-msft that is not quite what I'm looking for as I'd like the YTD average to change per month. I have attached an example pbi in my original question. Is there a recomendation as to the best way to share such files?

Super User IV

@spenot09 , Avg with TI and date table

example

YTD Sales = CALCULATE(Average(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))/ CALCULATE(distinctcount(Date[Month Year]),DATESYTD('Date'[Date],"12/31"), not(isblank(SUM(Sales[Sales Amount]))))

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Helper V

@amitchandak I don't think this works if the item is a measure. The "Average" function only works with columns.

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