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Anonymous's avatar
Anonymous
Not applicable
4 years ago
Solved

DAX calculation for weighted average

Hi All -    Hoping to find DAX help in calculating Weighted Average in power BI.  In excel, I had my calculation as : Calculation for "Bond 1 and Bond 2"   1- How do I write that weight av...
  • Jihwan_Kim's avatar
    Jihwan_Kim
    4 years ago

    Hi,

    Please check the below picture and the attached pbix file whether it suits your requirement.

     

     

    Only Bond weight avg: =
DIVIDE (
    SUMX (
        FILTER ( Data, NOT ( Data[Category] IN { "String", "Stock" } ) ),
        Data[Balance] * Data[Rate]
    ),
    SUMX (
        FILTER ( Data, NOT ( Data[Category] IN { "String", "Stock" } ) ),
        Data[Balance]
    )
)
Jihwan_Kim's avatar
Jihwan_Kim
Icon for Super User rankSuper User
4 years ago

Hi,

Please check the below picture and the attached pbix file whether it suits your requirement.

 

 

Only Bond weight avg: =
DIVIDE (
    SUMX (
        FILTER ( Data, NOT ( Data[Category] IN { "String", "Stock" } ) ),
        Data[Balance] * Data[Rate]
    ),
    SUMX (
        FILTER ( Data, NOT ( Data[Category] IN { "String", "Stock" } ) ),
        Data[Balance]
    )
)
Anonymous's avatar
Anonymous
Not applicable
4 years ago

Hi Jihwan- 

Sorry to bother you but i have another question. 

With the formula you helped with, what if i also have to Consider the HAS Rating = 1 and omit that of 0, even though there is value under Rate and Balance. 

 

 

  • Jihwan_Kim's avatar
    Jihwan_Kim
    Icon for Super User rankSuper User
    4 years ago

    Hi,

    Thank you for your message. Could you please try something like below whether it suits your requirement?

     

    Only Bond weight avg: =
DIVIDE (
    SUMX (
        FILTER (
            Data,
            NOT ( Data[Category] IN { "String", "Stock" } )
                && Data[HAS Rating] <> 0
        ),
        Data[Balance] * Data[Rate]
    ),
    SUMX (
        FILTER (
            Data,
            NOT ( Data[Category] IN { "String", "Stock" } )
                && Data[HAS Rating] <> 0
        ),
        Data[Balance]
    )
)
    • Anonymous's avatar
      Anonymous
      Not applicable
      4 years ago

      Thank you for your prompt response, Jihwan. 

       

      - What if the first condition, i want to check for IS NOT NULL

      (not sure of Power BI syntax).

      - The second condition I would prefer = 1--then it will only be used if it's 1.

       

      Thank you.

      • Jihwan_Kim's avatar
        Jihwan_Kim
        Icon for Super User rankSuper User
        4 years ago

        Hi,

        Please try the below, or please share your sample pbix file with how your desired outcome looks like, and then I can try to come up with a more relevant solution.

         

        Only Bond weight avg: =
DIVIDE (
    SUMX (
        FILTER (
            Data,
            NOT ( Data[Category] IN { "String", "Stock" } )
                && Data[HAS Rating] = 1
        ),
        Data[Balance] * Data[Rate]
    ),
    SUMX (
        FILTER (
            Data,
            NOT ( Data[Category] IN { "String", "Stock" } )
                && Data[HAS Rating] = 1
        ),
        Data[Balance]
    )
)