Forum Discussion

EWBWEBB's avatar
EWBWEBB
Helper III
3 years ago

Average over dates for benchmark

Hi there

 

I am trying to understand the difference in sales pre and post event to see if there is any change. 

 

I have payment files for 6 dates, in a single table

'SaleFiles'

With columns:

SalesValue,SaleName,MembershipDate,DateKey,Customer ID

 

Each customer ID may have multiple sales/refunds on the same day under different types of SaleName.

i.e:

£10,Membership,02/07/2022,44744,12345

£100,Ticket,02/07/2022,44744,12345

-£20,Refund,02/07/2022,44744,12345

 

I then have a date table:

The dates I have are: 7 May 2022, 4 June 2022, 02 July 2022, 30 July 2022, 27 Aug 2022, 24 Sep 2022

With Columns:

Date,DateKey

 

These are joined on the date key.

One (DateTable) to Many (SaleFiles)

 

What I want to be able to achieve is, what was the average value of Ticket sales over the 7th May & 4th June combined.
Then be able to put this into a table to show the difference between this average and each of the following dates.

 

I would hope to use, DateTable as my date in table or x-axis as this will filter other information elsewhere.

I would then also want to be able to drill through by customer to see if the value per customer has increased or decreased on each on after the 4th June.

 

I've tried the following but I can't seem to get it all to stick so I can see the difference.

 

 

It feels like this should be really simple but I've tweaked all the variations of FILTER | AND | ALL within the measure and for some reason it always ends up with a problem somewhere, either averaging every date seperately (not combining the first two) or returning blanks for any dates outside of the filter date.

**UPDATE**
I've got this far and the calculation works per customer until I try to display this over a date table.

 

 

Any help greatly appreciated.

2 Replies

  • Please provide sanitized sample data that fully covers your issue.
    Please show the expected outcome based on the sample data you provided.

    • EWBWEBB's avatar
      EWBWEBB
      Helper III

      Hi lbendlin 

       

      I can't seem to attach a file. Hope the below will suffice.

      Date,DateKey

      07/05/202244688
      04/06/202244716
      02/07/202244744
      30/07/202244772
      27/08/202244800
      24/09/202244828

       

      SalesValue,SaleName,MembershipDate,DateKey,CustomerID

      668.6190094Membership07/05/202244688DM10135
      334.2732227Membership04/06/202244716DM10135
      686.3950474Membership02/07/202244744DM10135
      338.7135908Membership30/07/202244772DM10135
      676.3266122Membership27/08/202244800DM10135
      30.53928729Ticket24/09/202244828DM10135
      162.5897358Membership24/09/202244828DM10135
      41.17208482Ticket04/06/202244716DM34851
      -791.208116Refund02/07/202244744DM34851
      61.18740263Ticket02/07/202244744DM34851
      -384.412413Refund30/07/202244772DM34851
      479.2099203Membership30/07/202244772DM34851
      -720.964709Refund27/08/202244800DM34851
      86.16605538Ticket27/08/202244800DM34851
      100.9107386Refund24/09/202244828DM34851
      66.284255Ticket24/09/202244828DM34851
      -374.723553Refund02/07/202244744DM34853
      88.10315328Ticket02/07/202244744DM34853
      290.156434Membership30/07/202244772DM34853
      -194.973433Refund27/08/202244800DM34853
      15.38424038Ticket27/08/202244800DM34853
      175.180816Membership27/08/202244800DM34853
      198.816163Membership07/05/202244688DM34861
      -434.096583Refund02/07/202244744DM34861
      -223.012008Refund27/08/202244800DM34861
      907.0228001Ticket07/05/202244688DM34871
      333.9358515Ticket04/06/202244716DM34871
      564.2276465Ticket02/07/202244744DM34871
      908.2565283Ticket30/07/202244772DM34871
      335.7169272Ticket27/08/202244800DM34871
      566.0098346Membership27/08/202244800DM34871
      799.0188638Ticket24/09/202244828DM34871

       

      Expected Result

      I would want to be able to filter all this by another table DimCustomer. Which contains the following

      CustIDLocationTypeAgeGroupSpendLimit
      DM10135UKGold25-30£25,000