Finding Average Item rate while grouping by Item code for a date range (slicer)

[DaGemsta]

Hi guys

Scratching my head with this one.

We have the odd situation where agents will enter dummy values for the Item Rate "£0.00" and "£2.22" on sales orders.

After the sales are signed off, we then have to go into the orders and correct these dummy orders by working out the average Item Rate per Item code from all the other sales orders, and then we use this as the Item Rate instead of the dummy values.

For example see same data below

Document Number	Date	Item	Item Rate	Originally Ordered Qty	Scheduled Sell
SO0235961	25/04/2022	2	£0.81	500	£405.75
SO0235993	25/04/2022	2	£0.85	500	£426.10
SO0235994	25/04/2022	2	£0.85	500	£426.10
SO0235995	25/04/2022	2	£0.00	500	£0.00
SO0236179	24/04/2022	2	£0.96	600	£577.74
SO0234542	26/04/2022	3	£0.00	553	£0.00
SO0240064	26/04/2022	3	£1.45	1747	£2,532.28
SO0233996	24/04/2022	3	£1.45	4053	£5,876.85
SO0234139	21/04/2022	3	£1.45	1686	£2,444.70
SO0236394	26/04/2022	3	£2.22	1021	£2,266.62
SO0236448	21/04/2022	3	£2.22	243	£539.46
SO0241025	24/04/2022	3	£0.00	921	£0.00
SO0241411	24/04/2022	3	£2.22	463	£1,027.86
SO0241428	21/04/2022	3	£0.00	782	£0.00
SO0241435	21/04/2022	3	£2.22	1350	£2,997.00
SO0236975	26/04/2022	5	£0.65	3716	£2,415.40
SO0236976	26/04/2022	5	£0.00	1372	£0.00
SO0236977	21/04/2022	5	£0.65	2999	£1,949.35
SO0236986	26/04/2022	5	£0.65	1600	£1,040.00
SO0236987	21/04/2022	5	£0.00	1998	£0.00
SO0236988	21/04/2022	5	£0.65	3499	£2,274.35
SO0237010	24/04/2022	5	£0.65	2025	£1,316.25
SO0240441	24/04/2022	5	£0.96	474	£455.66
SO0240447	21/04/2022	5	£0.96	3367	£3,236.70
SO0242788	21/04/2022	5	£2.22	500	£1,110.00
SO0242790	21/04/2022	5	£2.22	1252	£2,779.44

So for Item code 3 we first remove all rows where the Item Rate is £0.00 or £2.22 leaving the following:

Document Number	Date	Item	Item Rate	Originally Ordered Qty	Scheduled Sell
SO0240064	22/04/2022	3	£1.45	1747	£2,532.28
SO0233996	24/04/2022	3	£1.45	4053	£5,876.85
SO0234139	21/04/2022	3	£1.45	1686	£2,444.70

We then total the Originally Ordered Qty and Delivered Sell for the remaining orders

Originally Ordered Qty Total = 7486

Scheduled Sell Total = £10,853.83

Then divide the Scheduled Sell Total / Originally Ordered Qty Total to get the Average Item Rate = £1.45

You then have to put the removed lines back in and add a column with the Average Item Rate you've just calculated.

Now using the new Average Item Rate I can calculate the new "Average Scheduled Sell" price.

Document Number	Date	Item	Item Rate	Originally Ordered Qty	Scheduled Sell	Average Item Rate	Average Scheduled Sell
SO0234542	21/04/2022	3	£0.00	553	£0.00	£1.45	£801.85
SO0240064	22/04/2022	3	£1.45	1747	£2,532.28	£1.45	£2533.15
SO0233996	24/04/2022	3	£1.45	4053	£5,876.85	£1.45	£5876.85
SO0234139	21/04/2022	3	£1.45	1686	£2,444.70	£1.45	£2444.70
SO0236394	22/04/2022	3	£2.22	1021	£2,266.62	£1.45	£1480.45
SO0236448	24/04/2022	3	£2.22	243	£539.46	£1.45	£352.35
SO0241025	24/04/2022	3	£0.00	921	£0.00	£1.45	£1335.45
SO0241411	21/04/2022	3	£2.22	463	£1,027.86	£1.45	£671.35
SO0241428	22/04/2022	3	£0.00	782	£0.00	£1.45	£1133.90
SO0241435	24/04/2022	3	£2.22	1350	£2,997.00	£1.45	£1957.50

This all needs to be grouped by the Item code and affected by the Date range on the page slicer.

I've only managed to get part way there by duplicating the orders table and manipulating it in power query but this is incredibly slow and is not affected by the date as it takes the average across all orders.

Anyone brave enough to have a go? 🙂

[speedramps · Accepted solution]

Hi Da Geemta

I think this is what you are asking for.

Create a table visual with item number and then the Ave rate.

Please click thumbs up and Accept As Solution because I was "brave enough" to have a go 😀

Ave rate =

// get the current visual row values

VAR myrate = SELECTEDVALUE('Table'[Item Rate])

VAR myitem = SELECTEDVALUE('Table'[Item])

// create a subset for the item. excluding £0.00 and £2.22 obviously so they dont screw up the avergaes

VAR mysubset =

FILTER(ALL('Table'),

'Table'[Item] = myitem &&

NOT ('Table'[Item Rate]) IN {0, 2.22}

)

RETURN

// only get the average for £0.00 and £2.22 rows, othwerwise return the original value

IF(myrate IN {0,2.22},

CALCULATE(

AVERAGE('Table'[Item Rate]),

mysubset

),

myrate

)

[speedramps · Accepted solution]

Hi again DaGemsta

Firstly you are being a bit cheeky adding a new problem to the ticket. 😀

Please raise 1 problem per ticket. If you need to change or expand the ticket because you did not ask the right question, them accept the solution and raise a new ticket and give the solver twice the kudos scores for doing twice the work. Thank you. 👍

Secondly, you have now mention a "Received" field which is not is you example data ! 🤔

May I suggest that you never use / in Power BI.
Always use DIVIDE to capature any divsion by zero errors. 😇

I cant answer you exact questioin because you hace not provided the  "Received" field, but I am pretty sure this info will help.

Look at these 2 measures carefully:-

Sum value =  SUM('Table'[Originally Ordered Qty]) * [Ave rate]

Sumx value = SUMX('Table','Table'[Originally Ordered Qty] * [Ave rate])

Both will return the same answer for each a row in table visual with

Document number, Date, Item, Item Rate, Ave Rate, Sum value, Sumxvalue.

However, only the Sumx value will return the correct sub totals and grand totals.

This is because SUMX is an iterator.  see https://docs.microsoft.com/en-us/dax/sumx-function-dax

Click here to download my example 

Now please smash those thumbs up and Accept As Solution buttons to give kudos for helping you. Thank you! 😎

[DaGemsta]

Awesome Source!!! Thanks Speedy 😁

[speedramps]

Hi again DeGemsta

I am on the mobile phone at the moment and will reply properly when I get chance on the laptop.

It sounds like you may need to use the SUMX iterator.

SUMX is a classic method for getting grand totals from multiple rows with value = unit price x quantity.

Obviously you cant SUM unit price x quantity. That wont make sense.

[DaGemsta]

Thanks! Looking forward to it 🙂

[speedramps · Accepted solution]

Hi Da Geemta

I think this is what you are asking for.

Create a table visual with item number and then the Ave rate.

Please click thumbs up and Accept As Solution because I was "brave enough" to have a go 😀

Ave rate =

// get the current visual row values

VAR myrate = SELECTEDVALUE('Table'[Item Rate])

VAR myitem = SELECTEDVALUE('Table'[Item])

// create a subset for the item. excluding £0.00 and £2.22 obviously so they dont screw up the avergaes

VAR mysubset =

FILTER(ALL('Table'),

'Table'[Item] = myitem &&

NOT ('Table'[Item Rate]) IN {0, 2.22}

)

RETURN

// only get the average for £0.00 and £2.22 rows, othwerwise return the original value

IF(myrate IN {0,2.22},

CALCULATE(

AVERAGE('Table'[Item Rate]),

mysubset

),

myrate

)

[DaGemsta]

lol Thanks speedramps 🙂

I've added a measure to work out delivered sell using the ave rate you generated

Ave Delivered Sell = CALCULATE(SUM('Saved Search'[Quantity Fulfilled/Received])*[Ave Rate])

The above works great on the one visual but I can't total it and I can't then use it to calculate the net profit etc for the report.

Am I doing something wrong?