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Hey Everyone,
I am running into a wall figuring something out in DAX. For our sales purposes, I need to figure out the following formula:
(Last 7 Months of Data - Exclude Most Recent Month - MAX Month - MIN Month) / 4
Any help would be greatly appreciated! Thanks in advance!
Solved! Go to Solution.
Hi @libratic,
Your scenario: get the average result from last 7 month, exclude current month, previous month, min and max amount.
Logic : summary records by year month, get records between last 7 month and last 2 month(remove current and previous amount), then remove max and min value and get the average amount.
If this is a case, you can try to use below formula:
Sample table.
Sample measure:
Last 7 Month Average = var maxDate=MAX('Sample Table'[Date]) var temp= SUMMARIZE(FILTER(ALL('Sample Table'),[Date]>=DATE(YEAR(maxDate),MONTH(maxDate)-7,1)&&[Date]<DATE(YEAR(maxDate),MONTH(maxDate)-1,1)),[Date].[Year],[Date].[MonthNo],"Total",SUM([Amount])) return (SUMX(temp,[Total])-MAXX(temp,[Total])-MINX(temp,[Total]))/4
Regards,
Xiaoxin Sheng
Hey,
I have to admit that I'm not fully understand what you are looking for, for this reason I want to know if my understanding is correct:
a) body of data
data available for the months Nov 2016 - June 2017, just one measure amount
Last 7 Months of data: Dec 2016 - June 2017 --> A = sum(amount) of the 7 month
Most Recent Month: June 2017 --> B = sum(amount) of June 2017
Max Month: ??? --> C
Min Month: D = sum(amount) of November 2016
Result = (A - B - C - D)/4
Guess, you need to put me on the right track
Hey Tom,
Sorry, I definitely wasn't clear in my first post. Here's a quick little diagram of what I need, hope it makes more sense:
Month | Sales | Action | |
Current month | July | 11 | Exclude (in progress) |
1 | June | 20 | Exclude (Previous Month) |
2 | May | 21 | |
3 | April | 9 | MIN Sales (Exclude) |
4 | March | 19 | |
5 | February | 71 | MAX Sales (Exclude) |
6 | January | 45 | |
7 | December | 35 | |
Sum: | 120 | ||
Sum/4: | 120/4 | ||
Output: | 30 |
My data is in the following format, and goes back to 2014, I am trying to only look at the previous 7 months worth of data.
Sales Date | Amount |
7/24/2017 | -$1,055.28 |
7/24/2017 | $1,275.00 |
7/24/2017 | $1,295.00 |
7/24/2017 | $1,295.00 |
7/24/2017 | $1,275.00 |
7/24/2017 | $592.00 |
7/23/2017 | $5,100.00 |
7/23/2017 | $1,295.00 |
7/23/2017 | $1,295.00 |
In plain english, I'm looking to average out the last 7 months, excluding the current & previous month, and excluding the months with the most and least sales. And YES, the solution you posted above would work amazingly, if I could translate that into DAX, except for MIN, I would need the month with the least sales, not the last month.
Thanks in advance for the help!!
Hi @libratic,
Your scenario: get the average result from last 7 month, exclude current month, previous month, min and max amount.
Logic : summary records by year month, get records between last 7 month and last 2 month(remove current and previous amount), then remove max and min value and get the average amount.
If this is a case, you can try to use below formula:
Sample table.
Sample measure:
Last 7 Month Average = var maxDate=MAX('Sample Table'[Date]) var temp= SUMMARIZE(FILTER(ALL('Sample Table'),[Date]>=DATE(YEAR(maxDate),MONTH(maxDate)-7,1)&&[Date]<DATE(YEAR(maxDate),MONTH(maxDate)-1,1)),[Date].[Year],[Date].[MonthNo],"Total",SUM([Amount])) return (SUMX(temp,[Total])-MAXX(temp,[Total])-MINX(temp,[Total]))/4
Regards,
Xiaoxin Sheng
v-shex-msft, that worked like a charm, thank you so much!!
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