Creating Range Buckets using Average per Category ID

[anil]

Hi,

      My dataset has ID's with multiple orders. I am trying to calculate average discount across orders per ID.

Avg Discount % = CALCULATE(AVERAGE(Sample[DISCOUNTPERCENT]),Sample,VALUES(Sample[ID]))

And creating a column to bucket the averages of ID's.

Bucket = Switch ( True(),
                           And( [Avg Discount %]>=-10 ,[Avg Discount %] < Sample[Fixed TMax Var 5%]) , "Green",
                           And( [Avg Discount %]>=Sample[Fixed TMax Var 5%],[Avg Discount %] < Sample[Fixed TMax Var 15%]) , "Yellow",
                           And(  [Avg Discount %] >= Sample[Fixed TMax Var 15%],[Avg Discount %] < 500),  "Red"
                         )

But The result I am getting from the calculate column Bucket is incorrect.

The dataset has 49 ID's, But in the Bucket range, it is showing 46+14 = 60 which is incorrect.

Please help me to achieve the expected result. 

Also tried it in a different method. First created a calculated column for Average Discount per ID:

Avg Discount %C = 
CALCULATE(AVERAGE('Sample'[DISCOUNTPERCENT]),ALLEXCEPT(('Sample'),'Sample'[ID]
))

But this calculated column I am unable to filter by dates. When I filter by say Year Month the average values are constant per ID. The filters are not applied to the calculated column.

Help me with the calculation to filter the column by date so I can implement the column to create the bucket.

PBIX File:  https://www.dropbox.com/s/8o8jo1676fsb36p/SampleB.pbix?dl=0

[anil]

Hi,
My dataset has ID's with multiple orders. I am trying to calculate average discount across orders per ID.

Avg Discount % = CALCULATE(AVERAGE(Sample[DISCOUNTPERCENT]),Sample,VALUES(Sample[ID]))

And creating if condition on the above created measure, and also want to slice by date.

Bucket = Switch ( True(),
                           And( [Avg Discount %]>=-10 ,[Avg Discount %] < Sample[Fixed TMax Var 5%]) , "Green",
                           And( [Avg Discount %]>=Sample[Fixed TMax Var 5%],[Avg Discount %] < Sample[Fixed TMax Var 15%]) , "Yellow",
                           And(  [Avg Discount %] >= Sample[Fixed TMax Var 15%],[Avg Discount %] < 500),  "Red"

But The result I am getting from the calculate column Bucket is incorrect.

The dataset has 49 ID's, But in the Bucket range, it is showing 46+14 = 60 which is incorrect.
Please help me to achieve the expected result. 

PBIX File:  https://www.dropbox.com/s/8o8jo1676fsb36p/SampleB.pbix?dl=0

[anil]

Please help me with solution. Tried different methods but unable to crack it.

[v-jiascu-msft]

Hi @anil,

The [Avg Discount %C] works in my test. Please try it as a measure.

Avg Discount % =
CALCULATE (
    AVERAGE ( Sample[DISCOUNTPERCENT] ),
    ALLEXCEPT ( 'Sample', Sample[ID] )
)

Best Regards,

Dale

[anil]

Thanks Dale for the reply,

                  If we use the measure the average is constant even if we slice using the date.  Which is incorrect.

Eg. If we filter ID say: E50XN and filter year = 2010 the  Average remains the same 45.43, where the actual Average is  100.

What I understood is the created measure is not affected by the date slicer.

[anil]

Please help me with solution. Tried different methods but unable to crack it.

[v-jiascu-msft · Accepted solution]

Hi @anil,

That's because the "Allexcept" cleared the context. Please try the formula below or adjust it.

Avg Discount % =
CALCULATE (
    AVERAGE ( Sample[DISCOUNTPERCENT] ),
    ALLEXCEPT ( 'Sample', Sample[ID], 'Sample'[Order Date].[Year] )
)

Best Regards,

Dale

[anil]

Thank You @v-jiascu-msft