Average sales in fiscal year calculation

[ljx0648]

Hi guys, 

I am working on an analysis to calculate average sales in every fiscal year. 

Sample data:

Year_Mth	Staff	Sales
Sep-21	A	9
Oct-21	A	10
Nov-21	A	15
Dec-21	A	20
Jan-22	A	25
Feb-22	A	30
Dec-21	B	12
Jan-22	B	17
Feb-22	B	22

For my company, every fiscal year starts from Nov each year.

Thus, if i have a slicer to select year month Feb-22, the average sales for

staff A should be: (15+20+25+30)/4 

staff B should be: (12+17+22)/3

Expected Result:

P.s. 

Sales is a CALCULATED MEASURE which is Sales = sum(customer sales). (each staff has more than 100 customers)

I have tried to get the average by the two measures below:

Average = calculate(average(sum(customer sales), DATESYTD('calendar'[date],"31/10"))

Average = Averagex(VALUES('calendar'[yr_mth]), calculate(sum(customer sales),DATESYTD('calendar'[date],"31/10")))

Both do not return the correct number as per what I expected above.

May I know if anyone can help showing a formula that works this way? 

Thank you!

[v-rzhou-msft · Accepted solution]

Hi @ljx0648 ,

Create a calendar as below.

calendar = 
ADDCOLUMNS (
    CALENDARAUTO (),
    "Year", YEAR ( [Date] ),
    "Month", MONTH ( [Date] ),
    "Year_Mth", FORMAT ( [Date], "MMM-YY" ),
    "YearMonth",
        YEAR ( [Date] ) * 100
            + MONTH ( [Date] ),
    "Fiscal Start",
        VAR _MONTH =
            MONTH ( [Date] )
        RETURN
            IF (
                _MONTH < 11,
                EOMONTH ( [Date], -2 - _MONTH ) + 1,
                EOMONTH ( [Date], - _MONTH + 10 ) + 1
            )
)

Then use measure as below.

Average = 
VAR _COUNT =
    CALCULATE (
        DISTINCTCOUNT ( 'calendar'[Year_Mth] ),
        FILTER (
            ALL ( 'calendar' ),
            'calendar'[Fiscal Start] = MAX ( 'calendar'[Fiscal Start] )
                && 'calendar'[YearMonth] <= MAX ( 'calendar'[YearMonth] )
                && [Sales] <> BLANK ()
        )
    )
VAR _SUM =
    SUMX ( DATESYTD ( 'calendar'[date], "31/10" ), [Sales] )
RETURN
  IF([Sales]<>BLANK(),DIVIDE ( _SUM, _COUNT ))

Result is as below.

Best Regards,
Rico Zhou

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

[ljx0648]

Thank you Rico! Works perfectly