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ANM_97
Helper IV
Helper IV

Calculate average balance in period

Hello !

 

I have this problem:

I have balances on working days . I need to calculate the average balance over a period of time. How can I do this without multiplying the balance from the last non-working day in the balance?

During the period, the balance of the weekend must also be taken into account, which is supposed to be the one from the last non-working day.

ANM_97_0-1655734995826.png

Expected result:

in period: 2022/04/29 - 2022/04/ 30 -> balance = 200 $
in period 2022/04/29 - 2022/05/02 -> balance = 400$

1 ACCEPTED SOLUTION
v-rzhou-msft
Community Support
Community Support

Hi @ANM_97 ,

 

I suggest you to try this code to create a measure.

Balance in Period = 
VAR _RELATE_VALUE =
    ADDCOLUMNS (
        'DATE',
        "Related Value",
            VAR _LAST_WORKING_DATE_ID =
                YEAR ( 'DATE'[LAST_WORKING_DATE] ) * 10000
                    + MONTH ( 'DATE'[LAST_WORKING_DATE] ) * 100
                    + DAY ( 'DATE'[LAST_WORKING_DATE] )
            RETURN
                CALCULATE (
                    SUM ( FACT_BALANCES[Value] ),
                    FILTER ( FACT_BALANCES, FACT_BALANCES[DIM_DATE_ID] = _LAST_WORKING_DATE_ID )
                )
    )
RETURN
    SUMX ( _RELATE_VALUE, [Related Value] )

Result is as below.

RicoZhou_0-1655952081739.png

 

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.

View solution in original post

4 REPLIES 4
ANM_97
Helper IV
Helper IV

@v-rzhou-msft  Thank you soooooo much! This measure is WOW!   

v-rzhou-msft
Community Support
Community Support

Hi @ANM_97 ,

 

I suggest you to try this code to create a measure.

Balance in Period = 
VAR _RELATE_VALUE =
    ADDCOLUMNS (
        'DATE',
        "Related Value",
            VAR _LAST_WORKING_DATE_ID =
                YEAR ( 'DATE'[LAST_WORKING_DATE] ) * 10000
                    + MONTH ( 'DATE'[LAST_WORKING_DATE] ) * 100
                    + DAY ( 'DATE'[LAST_WORKING_DATE] )
            RETURN
                CALCULATE (
                    SUM ( FACT_BALANCES[Value] ),
                    FILTER ( FACT_BALANCES, FACT_BALANCES[DIM_DATE_ID] = _LAST_WORKING_DATE_ID )
                )
    )
RETURN
    SUMX ( _RELATE_VALUE, [Related Value] )

Result is as below.

RicoZhou_0-1655952081739.png

 

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.

@v-rzhou-msft  I have a little problem. For start of year 2022, if i select January,  how can I change the measure so as to extract the balance of the last working day from December 2021? 

I find the solution. I put ALL( FCT_BALANCES) in filter. 

 

FILTER ( ALL(FCT_BALANCES), FCT_BALANCES[DIM_DATE_ID] = ....
 
Thank you !

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