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jercks00
Regular Visitor

Average base on the range of month

Hello is this possible to do in power Bi.

I have the sum of sales per seller in a month from  July 2023 to July 2024.

What I want in my matrix table is the sum of Sales per Month and also show the Average sales from July 2023 to June 2024 Just like what I did in Excel

Untitled.jpg

 

 



 

 

 

2 ACCEPTED SOLUTIONS
Joe_Barry
Super User
Super User

Hi @jercks00 

 

Presuming that you have a calendar table in your model, this measure will show you the last 12 months, you can adapt it to other months too.

Sales R3M =
VAR NumOfMonths = 12
VAR LastCurrentDate =
    MAX ( 'Calendar'[Date] )
VAR Period =
    DATESINPERIOD ( 'Calendar'[Date], LastCurrentDate, - NumOfMonths, MONTH )
VAR Result =
    CALCULATE (
        AVERAGEX (
            VALUES ( 'Calendar'[Date] ),
            [Total Sales]
        ),
        Period
    )
VAR FirstDateInPeriod = MINX ( Period, 'Calendar'[Date] )
VAR LastDateWithSales = MAX ( Sales[Order Date] ) ///Enter the date that you want to calculate on
RETURN
    IF ( FirstDateInPeriod <= LastDateWithSales, Result )

 Hope this helps
Joe




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View solution in original post

Anonymous
Not applicable

Hi @jercks00 

 

Thank you very much Joe_Barry for your prompt reply.

 

Tables in power BI are presented differently than excel, and you can't present them like excel.

 

Here I will offer some other ideas to help you solve the problem.

 

You need a data table, and a copy table. And establish a relationship between the two tables.

 

Here's some dummy data

 

“Table”

vnuocmsft_1-1724828544076.png

 

“copy Table”

vnuocmsft_2-1724828568813.png

 

pivot the Month and amount columns in the copy table in the power query.

 

vnuocmsft_3-1724828674894.png

 

vnuocmsft_4-1724828766606.png

 

Create a relationship between two tables in the Power BI Desktop.

 

vnuocmsft_5-1724828844133.png

 

Create measures.

 

Total = 
CALCULATE(
    SUM('Table'[Amount]),
    FILTER(
        ALL('Table'),
        'Table'[Name] = MAX('Table'[Name])
    )
)

 

Average = 
CALCULATE(
    AVERAGE('Table'[Amount]),
    FILTER(
        ALL('Table'),
        'Table'[Name] = MAX('Table'[Name])
    )
)

 

Create a table visual. And here is the result.

 

vnuocmsft_6-1724828950806.png

 

Regards,

Nono Chen

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

 

 

View solution in original post

2 REPLIES 2
Anonymous
Not applicable

Hi @jercks00 

 

Thank you very much Joe_Barry for your prompt reply.

 

Tables in power BI are presented differently than excel, and you can't present them like excel.

 

Here I will offer some other ideas to help you solve the problem.

 

You need a data table, and a copy table. And establish a relationship between the two tables.

 

Here's some dummy data

 

“Table”

vnuocmsft_1-1724828544076.png

 

“copy Table”

vnuocmsft_2-1724828568813.png

 

pivot the Month and amount columns in the copy table in the power query.

 

vnuocmsft_3-1724828674894.png

 

vnuocmsft_4-1724828766606.png

 

Create a relationship between two tables in the Power BI Desktop.

 

vnuocmsft_5-1724828844133.png

 

Create measures.

 

Total = 
CALCULATE(
    SUM('Table'[Amount]),
    FILTER(
        ALL('Table'),
        'Table'[Name] = MAX('Table'[Name])
    )
)

 

Average = 
CALCULATE(
    AVERAGE('Table'[Amount]),
    FILTER(
        ALL('Table'),
        'Table'[Name] = MAX('Table'[Name])
    )
)

 

Create a table visual. And here is the result.

 

vnuocmsft_6-1724828950806.png

 

Regards,

Nono Chen

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

 

 

Joe_Barry
Super User
Super User

Hi @jercks00 

 

Presuming that you have a calendar table in your model, this measure will show you the last 12 months, you can adapt it to other months too.

Sales R3M =
VAR NumOfMonths = 12
VAR LastCurrentDate =
    MAX ( 'Calendar'[Date] )
VAR Period =
    DATESINPERIOD ( 'Calendar'[Date], LastCurrentDate, - NumOfMonths, MONTH )
VAR Result =
    CALCULATE (
        AVERAGEX (
            VALUES ( 'Calendar'[Date] ),
            [Total Sales]
        ),
        Period
    )
VAR FirstDateInPeriod = MINX ( Period, 'Calendar'[Date] )
VAR LastDateWithSales = MAX ( Sales[Order Date] ) ///Enter the date that you want to calculate on
RETURN
    IF ( FirstDateInPeriod <= LastDateWithSales, Result )

 Hope this helps
Joe




Did I answer your question? Mark my post as a solution!

Proud to be a Super User!





Learn about the Star Schema, it will solve many issues in Power BI!

Date tables help! Learn more



LinkedIn
Let's connect on LinkedIn


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