Forum Discussion

PrasadRP's avatar
PrasadRP
Frequent Visitor
2 years ago

HTD Weighted Average Calculation based on months completed

Process to calculate HTD Weighted average:
1. Need to create the weighting period based on the no of months completed with in "Half Year".
2. Multiply the sales measure with Weighting period (Sales * WP) each month.

3. Find the number of months completed + 1 (Count Months).
4. Create the logic to find the HTD Weighted average by sum of values divide by setp 3.

Logic 1
No of months in HTD 3   
      
Month CompletedSalesWeighting PeriodSales * WPCount MonthsTo be calculate
in the Power BI
  4   
Jan20360230
Feb45290350
Mar27127444.25
Apr 0   
May 0   
Jun 0   
      
OutPut HTD Weighted Avg Sales44.25 TRUE

 

Logic 2
No of months in HTD 4   
      
Month CompletedSalesWeighting PeriodSales * WPCount MonthsTo be calculate
in the Power BI
  5   
Jan20480240.00
Feb453135371.67
Mar27254467.25
Apr32132560.20
May 0   
Jun 0   
      
  HTD Weighted Avg Sales60.20 TRUE


Kindly help me on this, i was working this since few weeks but not able to findout the way to create in power BI, 

Many thanks in advance..!

3 Replies

  • PrasadRP's avatar
    PrasadRP
    Frequent Visitor
    2 years ago

    Hi Everyone,

     

    Could you please help on this calculation please?

  • Anonymous's avatar
    Anonymous
    Not applicable
    2 years ago

    Hi  PrasadRP ,

     

    Here are the steps you can follow：

    1. Create calculated column.

     

    Month =
FORMAT('Table'[Date],"mmm")
    Month_Number =
MONTH('Table'[Date])

     

    2. Create measure.

     

    Weighting Period =
var _Weight=
MAXX(ALL('Table'),'Table'[Month_Number])
return
IF(
    MAX('Table'[Month_Number])=1,_Weight,
    _Weight-MAX('Table'[Month_Number])+1)
    Value_All =
var _Sales=
SUMX('Table',[Sales])
var _SalesWP=
_Sales * [Weighting Period]
return
_SalesWP
    Measure =
var _Count=
MAX('Table'[Month_Number])+1
var _Sum=
SUMX(
    FILTER(ALLSELECTED('Table'),[Month_Number]<=MAX('Table'[Month_Number])),[Value_All])
return
DIVIDE(
    _Sum,_Count)

     

    3. Result:

     

    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

    • PrasadRP's avatar
      PrasadRP
      Frequent Visitor
      2 years ago

       My current logic to calculate dynamic Weighted Period 

       

      Hi Anonymous

       

      Thank you so much for prompt response on my query, I have used this login in my report and still it's not working as I expected, 

       

      I would like to add another point here, I need to calculate Weighted period and month numbers for Half Year(HTD) like as per attached image. As per your logic its calculating for full year.

      Important weighted period and count of completed months calculate would dynamic. Like if if user selected any random months then it should consider Max complete month within that HY.

       

      Kindly advise how I can modify this logic to HTD?