Forum Discussion
Annualized Total
I want to take my YTD monthly totals and divide by the number of months in the YTD monthly total and multiply by 12. My sales are:
Month Sales Annualized Total Jan $1,000 $12,000 Feb $2,000 $18,000 (YTD Total($3,000) / 2 months) = $1,500 * 12 = $18,000 Mar $1,000 $16,000 (YTD Total($4,000) / 3 months) = $1,333 * 12 = $16,000
Anyone know the correct DAX function for this?
I figured it out and want to post it here in case others find this post by searching for annualized totals.
Create measure: Total Sales = SUM(SalesTable(Sales))
Create measure: YTD Sales = TOTALYTD( [Total Sales], Dates[Date] )
Create measure: Monthly Avg Sales = AVERAGEX( VALUES(Dates[Month] ), [Total Sales] )
Create measure: YTD Monthly Avg = CALCULATE( [Monthly Avg Revenue] , FILTER( ALL(Dates) , Dates[Month] <= MAX( Dates[Month] ) && Dates[Year] = MAX(Dates[Year])))
Finally, create measure: Sales Annualized = [YTD Monthly Avg] * 12
2 Replies
I figured it out and want to post it here in case others find this post by searching for annualized totals.
Create measure: Total Sales = SUM(SalesTable(Sales))
Create measure: YTD Sales = TOTALYTD( [Total Sales], Dates[Date] )
Create measure: Monthly Avg Sales = AVERAGEX( VALUES(Dates[Month] ), [Total Sales] )
Create measure: YTD Monthly Avg = CALCULATE( [Monthly Avg Revenue] , FILTER( ALL(Dates) , Dates[Month] <= MAX( Dates[Month] ) && Dates[Year] = MAX(Dates[Year])))
Finally, create measure: Sales Annualized = [YTD Monthly Avg] * 12
HI,
Can someone explain this to me? I got lost towards he end in the YTD Monthly Avg calculation. I want to calculate the annualized total for the current year from only the latest month in the data.
