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I am fairly new to DAX and could use some help. I have a detailed transaction table that has one or more records per day for an account that should a transaction amount. What I would like to end up with is a chart or table that would then show a monthly average per account based on the filters.
Sample Data:
Account | Date | Amount |
1 | 1/1/2023 | 5 |
1 | 2/1/2023 | 10 |
2 | 1/5/2023 | 40 |
2 | 1/5/2023 | 5 |
2 | 2/10/2023 | 30 |
3 | 3/1/2023 | 25 |
3 | 4/15/2023 | 75 |
4 | 4/1/2023 | 100 |
I would like my results to look like this:
Month | Average per account |
Jan | 25 |
Feb | 20 |
March | 25 |
April | 87.5 |
Of course, I would also like it to be based on the filters (accounts and dates) that I select.
Thanks in advance for the help.
Solved! Go to Solution.
Given your table is named as "Transactions", you can calculate the average per account per month using a DAX measure. First, you need to create a new calculated column "Month" in your table:
Month = FORMAT(Transactions[Date], "MMM")
Then DAX measure:
AveragePerAccountMonth =
AVERAGEX(
SUMMARIZE(
Transactions,
Transactions[Account],
Transactions[Month],
"MonthlyAmount", SUM(Transactions[Amount])
),
[MonthlyAmount]
)
Given your table is named as "Transactions", you can calculate the average per account per month using a DAX measure. First, you need to create a new calculated column "Month" in your table:
Month = FORMAT(Transactions[Date], "MMM")
Then DAX measure:
AveragePerAccountMonth =
AVERAGEX(
SUMMARIZE(
Transactions,
Transactions[Account],
Transactions[Month],
"MonthlyAmount", SUM(Transactions[Amount])
),
[MonthlyAmount]
)
@Vitalii777 That's exactly what I was looking for, I just wasn't sure how to get the syntax right. Thanks!
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