Benchmark based on grouping multiple dimensions' columns

[Anonymous]

Hi all,

After few years in Tableau I'm back to PowerBI and have issues calculating benchmarks in DAX.

I have a pretty standard one to many star schema model in a Tabular cube. Here's a simple visual of it:

What I'm trying to do in my dashboard is when I select a Partner Owner (or further drill to a Partner) from the slicer, I want to visualize their sales, but also show the benchmark which is - Same market as selected Owner(or Partner), same date range, same segment, same tier and same market.

F.x. If my selected owner's is in Canada, tier 0, Retail segment, I want to see their sales and what's the average sales of all owner's stores within Canada, tier 0 and retail segment. I've tried some calculations with SUMMARIZE, but I I'm always getting the average for everything in the fact table.

In Tableau I would write a FIXED LOD calculation, which would always average based on this grouping and find the correct dimensions of the owner/partner based on the selection in the slicer.

{
FIXED [Tier],[Segment], [Market]:
AVG([Sales])
}


How do I approach this calculation in DAX?

[v-xiaosun-msft]

Hi @Anonymous ,

A slicer can affect all the other visualizations on the page, including each other. And a measure will be affected.

You can create a measure like below and select values in the slicers.

Measure = AVERAGE(Sales[Sales])

Output: (Average of sales will display at the bottom.)

And you can also use SELECTEDVALUE function to return the value you selected in slicers.

SELECTEDVALUE function - DAX | Microsoft Learn

If the above one can't help you get the desired result, please provide some sample data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. Thank you.  

Best Regards,
Community Support Team _ xiaosun

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

[Anonymous]

Hi @v-xiaosun-msft,

Please find attached the pbix file with sample data.

Benchmark test data 

You can see in the fact table, that Partners 1 and 2 have Owner 1 and they are from Canada in Tier 0 and segment Mono. Also through the fact table you can see that partners 2, 3, 4, 5 are all Tier 0, in Canada and Mono segment. So I would like to create a benchmark based on the average total sales on Owner sharing the same characteristics.

On Page 1, I would like to select Owner 1 from the slicer and I get that the sales for that Owner, which is $4908 in this instance (sums the sales for Partner 1 and 2).

My desired benchmark will have to take the characteristics of this owner and provide an average. In this instance I have only Owner 2 with Partners in Tier 0. So on page 2 I have recreated the filters that match the dimensions of Owner 1 and I have the SUM that I'm looking for. The Benchmark would be SUM of all matching filters/Number of Owners (which is $3795.5) that have these matching filters and I want it to appear on Page 1 whenever I select Owner 1.