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PowerBI-Newbie's avatar
PowerBI-Newbie
Icon for Helper IV rankHelper IV
6 years ago
Solved

Average YTD Calculation Based on User Selection

Hi, I have the following data:     I am able to filter out by each year and period and the correct YTD figure displays thanks to help from Power BI Superusers:   I now want to change the ...
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  • Icey's avatar
    Icey
    6 years ago

    Hi PowerBI-Newbie ,

     

    How about this:

    Average Planned YTD =
VAR SelectedPeriod =
    SELECTEDVALUE ( 'Table'[Period] )
VAR MaxPeriod =
    MAX ( 'Table'[Period] )
RETURN
    IF (
        SelectedPeriod = BLANK (),
        [Planned (YTD)] / MaxPeriod,
        [Planned (YTD)] / SelectedPeriod
    )

     

    Best Regards,

    Icey

     

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

PowerBI-Newbie's avatar
PowerBI-Newbie
Icon for Helper IV rankHelper IV
6 years ago

Thanks for your response Icey but I need the user to select only one period at a time from the slicer and when they do then the correct value is displayed. If they select more than one then the correct averages are displayed for each period. Your images show the incorrect YTD averages for other periods when more than one selection is made - in your example, when you select more than one period the average is displaying the same.

 

If you look at my table in my post, the user selects only Period 1, average YTD 9 is displayed. User selects only Period 2 then 12.5 is displayed. If user selects Period 1 and 2 then 9 is displayed for Period 1 and 12.5 for Period 2.

 

I hope that makes sense.

Icey's avatar
Icey
Icon for Community Support rankCommunity Support
6 years ago

Hi PowerBI-Newbie ,

 

How about this:

Average Planned YTD =
VAR SelectedPeriod =
    SELECTEDVALUE ( 'Table'[Period] )
VAR MaxPeriod =
    MAX ( 'Table'[Period] )
RETURN
    IF (
        SelectedPeriod = BLANK (),
        [Planned (YTD)] / MaxPeriod,
        [Planned (YTD)] / SelectedPeriod
    )

 

Best Regards,

Icey

 

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

  • PowerBI-Newbie's avatar
    PowerBI-Newbie
    Icon for Helper IV rankHelper IV
    6 years ago

    Hi Icey ,

     

    Thank you for your response. Your solution worked for a lot of my KPIs apart from one. The data is as follows:

    PeriodAreaAllocation
    1A195.03
    1B266.81
    2A201.86
    2B269.18
    3A200.23
    3B259.54

     

    I'm calculating the sum of Areas A & B but subtract 26.5 so total for:

    • Period 1 is 435.34
    • Period 2 is 444.54
    • Period 3 is 433.27

    The averages should then read:

    1. Period 1=435.34
    2. Period 2=439.94
    3. Period 3=437.72

    My Periodic Measure is:

    Allocation (FTE) = (sum(Budget_Actuals_Demand_Allocation[Allocation (FTE)-Pre]) - 26.5)
     
    For Period 1 I'm getting:
     
    But Period 2 produces the following:
     
    Many thanks for your help thus far.
    • Icey's avatar
      Icey
      Icon for Community Support rankCommunity Support
      6 years ago

      Hi PowerBI-Newbie 

       

      What do the numbers in the screenshots you provide represent? And how is it calculated?

       

       

      Best Regards,

      Icey

      • PowerBI-Newbie's avatar
        PowerBI-Newbie
        Icon for Helper IV rankHelper IV
        6 years ago

        Hi Icey ,

        Apologies for not being clear. The set of numbers on the left side represent the periodic figures for certain KPIs while the right side represent the YTD. What we're focused on is the first figure on the left and right (435) which represents the Allocation KPI.

         

        The left-side figures (periodic) for Allocation are calculated using the following measure:

        Allocation (FTE) = (sum(Budget_Actuals_Demand_Allocation[Allocation (FTE)-Pre]) - 26.5)

         

        It's calculating the sum of Areas A & B minus 26.5:

        • Period 1 is 435.34
        • Period 2 is 444.54
        • Period 3 is 433.27

        The data is from the following table:

        PeriodAreaAllocation
        1A195.03
        1B266.81
        2A201.86
        2B269.18
        3A200.23
        3B259.54

         

        The right-side figures (average YTD) for Allocation are calculated using the following measure (which you gave me):

        Allocation (FTE) (YTD) =
        VAR SelectedPeriod =
        SELECTEDVALUE ( 'Calendar_Table'[Period] )
        VAR MaxPeriod =
        MAX ( 'Calendar_Table'[Period] )
        RETURN
        IF (
        SelectedPeriod = BLANK (),
        [Allocation (FTE)] / MaxPeriod,
        [Allocation (FTE)] / SelectedPeriod
        )
         
        So the averages should then read:
        1. Period 1=435.34
        2. Period 2=439.94
        3. Period 3=437.72

        But I'm getting:

        1. Period 1=435 (correct value)
        2. Period 2=222 (incorrect value)
        3. Period 3=144 (incorrect value)

         

        I hope that's clear.