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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
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])

2 REPLIES 2
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])

Community Support

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.