Deaveraging prices

[MarcRapenne]

Hello! 

I am pretty new to Dax and need help with the below problem:

I have a series of products with unique serial numbers that have been bought in a LOT at an average price of X / Unit ( in the picture below it is $64.70)

Some of the serial numbers end up being non-fully functional (NF) and therefore we want to price them in our system at 50% discount. ie: $32.35

We would like Power BI to create a new column with an adjusted price: 

- for NF product = $32.35

- for all other product = a BuyPrice higher than $64.70 so that the average of the entire lot remains the same. In other words distribute the cumulated loss on the NF product to all other products. 

Thank you for your help!

Marc

[V-lianl-msft]

Hi @MarcRapenne ,

You can try the DAX like below:

Column = 
VAR COUNT_ID =CALCULATE( COUNT('Table'[ID]),FILTER('Table','Table'[ID]<>"NF"))
VAR SUM_PRICE =SUM('Table'[Price])
VAR _50 = 0.5*'Table'[Price]
RETURN IF('Table'[ID]="NF",_50,(SUM_PRICE-_50)/COUNT_ID)

Sample .pbix

Best Regards,
Liang
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[Greg_Deckler]

Sounds doable. Unfortunately I can't really make heads or tails of exactly what to do with the current level of detail provided. Please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490.

No idea what your data looks like, what is and is not an NF product and a whole host of other unknowns.

[MarcRapenne]

Hello @V-lianl-msft 

Thanks for your feedback. I was able to make it work !

In the file you can see 3 sheets (dropbox Link)https://www.dropbox.com/s/mc14wegnnubptd8/200416%20TEST%20Power%20BI.xlsx?dl=0 

1. A sample file – with all units part of the same LOT (LOT1)
2. The formula that we used – this is the same as the one posted by you – but I had to add Count_NF and use it in the return line (the example you posted had only 1 line NF, the formula would not work with more than 1 NF line)
3. A new sample file with units being part of 2 Lots (LOT1 and LOT2)

The question I have now is how do I update my formula in order to make it work for a data base that has 2 Lots or more: the data base has units of 2 different lots but I need to run the calculations lot by lot, separately

Thanks so much ! 

[V-lianl-msft]

Hi @MarcRapenne ,

I recreated pbix based on the data you provided.

Column = 
VAR COUNT_ID =CALCULATE( COUNT('Table'[PW Grade]),FILTER('Table','Table'[PW Grade]<>"NF"&&'Table'[LotNumber]=EARLIER('Table'[LotNumber])))
VAR COUNT_NF = CALCULATE( COUNT('Table'[PW Grade]),FILTER('Table','Table'[PW Grade]="NF"&&'Table'[LotNumber]=EARLIER('Table'[LotNumber])))
VAR SUM_PRICE =CALCULATE(SUM('Table'[BuyPrice]),FILTER('Table','Table'[LotNumber]=EARLIER('Table'[LotNumber])))
VAR _50 = 0.5*'Table'[BuyPrice]
RETURN IF('Table'[PW Grade]="NF",_50,(SUM_PRICE-_50*COUNT_NF)/COUNT_ID)

See if this meets your needs.

Sample .pbix

Best Regards,
Liang
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[MarcRapenne]

Hi @V-lianl-msft ,

Thank you, this worked great!

Now I am wondering if I can keep adding filters within"EARLIER". Because unfortunately, after looking at all my historical data, some lots have different items within them which therefore have a different Buy Price (example pictured) 

This messes up the Adjusted Price since the calculation is at LOT level. I tried to add another Filter (Model) but something doesn't seem to be working. 

Thank you again for all your help!

Marc 

[V-lianl-msft]

Hi @MarcRapenne ,

Yes, you can add appropriate filter conditions according to your own needs.

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

[MarcRapenne]

Hi @V-lianl-msft ,

Thanks again. When I am trying to add the other filter to filter out the data via Model (after LOT) I get an error message. "Parameter is not the correct type". Please let me know if you have a solution for this.

Formula Below: 

AdjPrice =

VAR COUNT_GOOD =CALCULATE( COUNT(ComprehensiveInventory[FunctionalGrade]),FILTER('ComprehensiveInventory',ComprehensiveInventory[FunctionalGrade]<>"NF"&&ComprehensiveInventory[LotNumber]=EARLIER(ComprehensiveInventory[LotNumber] && ComprehensiveInventory[Model]=EARLIER(ComprehensiveInventory[Model])))

Thank you so much!

Marc