Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

The ultimate Microsoft Fabric, Power BI, Azure AI & SQL learning event! Join us in Las Vegas from March 26-28, 2024. Use code MSCUST for a $100 discount. Register Now

Reply
okusai3000
Helper IV
Helper IV

Average Balance until selected month

Hi everyone,

 

I'm trying to make a finance dashboard, and I need to have the average monthly balance of the year and selected month. 

The idea is that If we have selected June, I need an average of the sum of balances gotten in each month, divided by 6

 

The Measure that creates the Balance is a SUM of all the accounts until the selected month.

 

Here's the balance measure (actually it's a simply running total):

 

 CALCULATE (
    SUM ( 'fact SAP_Libro_Mayor_Lineas'[Cargo_abono] ),
    FILTER (
        ALL ( 'dim Fecha2'[Fecha] ),
        'dim Fecha2'[Fecha] <= MAX ( 'dim Fecha2'[Fecha] ))

 

And this my try to get the avg :

 

 

 

*Activo Medio =
VAR Activo_Mes = calculate([*Saldo Balance],'dim SAP_Cuentas_Contables_Familia'[Descrip_CAT1]="Activo", filter(all('dim Fecha2'[Fecha]),'dim Fecha2'[Fecha] <= MAX ( 'dim Fecha2'[Fecha] )))

RETURN
AVERAGEX(SUMMARIZE('fact SAP_Libro_Mayor_Lineas','dim Fecha2'[Mes],'dim Fecha2'[Año],"Activo_Mes",Activo_Mes),[Activo_Mes])

 

 

Any ideas?

thanks!!

1 ACCEPTED SOLUTION
okusai3000
Helper IV
Helper IV

SOLVED:

Saldo Balance=CALCULATE (
    SUM ( 'fact SAP_Libro_Mayor_Lineas'[Cargo_abono] ),

DATESBETWEEN('dim Fecha2'[Fecha],MINX(ALL('dim Fecha2'),STARTOFYEAR('dim Fecha2'[Fecha])),max('dim Fecha2'[Fecha]))

 

Activo Medio:= 

AVERAGEX(
    SUMMARIZE(
        CALCULATETABLE('dim Fecha2',DATESBETWEEN('dim Fecha2'[Fecha],STARTOFYEAR('dim Fecha2'[Fecha]),ENDOFMONTH('dim Fecha2'[Fecha]))),
        'dim Fecha2'[Año],'dim Fecha2'[Mes],"ABCD",calculate([*Saldo Balance],'dim SAP_Cuentas_Contables_Familia'[Descrip_CAT1]="Activo")),
        [ABCD])

 

 

View solution in original post

2 REPLIES 2
okusai3000
Helper IV
Helper IV

SOLVED:

Saldo Balance=CALCULATE (
    SUM ( 'fact SAP_Libro_Mayor_Lineas'[Cargo_abono] ),

DATESBETWEEN('dim Fecha2'[Fecha],MINX(ALL('dim Fecha2'),STARTOFYEAR('dim Fecha2'[Fecha])),max('dim Fecha2'[Fecha]))

 

Activo Medio:= 

AVERAGEX(
    SUMMARIZE(
        CALCULATETABLE('dim Fecha2',DATESBETWEEN('dim Fecha2'[Fecha],STARTOFYEAR('dim Fecha2'[Fecha]),ENDOFMONTH('dim Fecha2'[Fecha]))),
        'dim Fecha2'[Año],'dim Fecha2'[Mes],"ABCD",calculate([*Saldo Balance],'dim SAP_Cuentas_Contables_Familia'[Descrip_CAT1]="Activo")),
        [ABCD])

 

 

Hi @okusai3000 ,

It's glad to hear that your problem has been resolved. And thanks for sharing your solution here. Could you please mark the helpful post as Answered? It will help the others in the community find the solution easily if they face the same problem as yours.  Thank you.

Best Regards

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

Helpful resources

Announcements
Fabric Community Conference

Microsoft Fabric Community Conference

Join us at our first-ever Microsoft Fabric Community Conference, March 26-28, 2024 in Las Vegas with 100+ sessions by community experts and Microsoft engineering.

February 2024 Update Carousel

Power BI Monthly Update - February 2024

Check out the February 2024 Power BI update to learn about new features.

Fabric Career Hub

Microsoft Fabric Career Hub

Explore career paths and learn resources in Fabric.

Fabric Partner Community

Microsoft Fabric Partner Community

Engage with the Fabric engineering team, hear of product updates, business opportunities, and resources in the Fabric Partner Community.