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Newby
Frequent Visitor

Minimum value of a measure

Hi, 

 

I have a number of measures:

 

3m Rolling Return calculates the 3m rolling return of a stock from a database of stocks:

3m Rolling Return = if(CALCULATE(countx(FILTER(stocks,stocks[recorddate]<=max(stocks[recorddate])),stocks[recorddate]),DATESINPERIOD(stocks[recorddate],max(stocks[recorddate]),-3,MONTH))=3,calculate(productx(stocks,stocks[monthlyreturn]+1)-1,DATESINPERIOD(stocks[recorddate],max(stocks[recorddate]),-3,MONTH)),BLANK())

 

 

3m Rolling Rank calculates the rank of that stock in the universe in a particular month:

3m Rolling Rank = if(not(ISBLANK([3m Rolling Return])),rankx(filter(all(stocks[stockname]),not(isblank([3m Rolling Return]))),[3m Rolling Return]))

 

 

3m Rolling Quartile calculates the quartile based on the rank:

3m Rolling Quartile = if(isblank([3m Rolling Return]),blank(),roundup([3m Rolling Rank]*4/countx(all(stocks[stockname]),[3m Rolling Return]),0))

 

 

I would like to calculate the minimum return that would still be in the top quartile each month. I have created the following measure:

3m min return = if(isblank([3m Rolling Return]),blank(),minx(allselected(stocks[stockname]),[3m Rolling Return]))

 

 

which works when the filter of Quartile=1 is applied in a table (stocks in the top quartile would display the correct minimum). However, when trying to plot this on a line chart, each stock would create its own line instead of showing only one line (I understand why this is happening):Newby_0-1629735682359.png

 

 

I tried to calculate an average of the measure:

3m average min = averagex(all(stocks[recorddate]),[3m min return])

 

 

However, this returns an empty table/visualisation when selecting recorddate and 3m average min. 

 

Any suggestions?

 

Many thanks in advance.

2 REPLIES 2
Greg_Deckler
Super User
Super User

@Newby This looks like a measure aggregation problem. See my blog article about that here: https://community.powerbi.com/t5/Community-Blog/Design-Pattern-Groups-and-Super-Groups/ba-p/138149

The pattern is:
MinScoreMeasure = MINX ( SUMMARIZE ( Table, Table[Group] , "Measure",[YourMeasure] ), [Measure])
MaxScoreMeasure = MAXX ( SUMMARIZE ( Table, Table[Group] , "Measure",[YourMeasure] ), [Measure])
AvgScoreMeasure = AVERAGEX ( SUMMARIZE ( Table, Table[Group] , "Measure",[YourMeasure] ), [Measure])
etc.



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Thanks for the quick response, Greg, @Greg_Deckler 

Unfortunately, this still does not work - it gives an empty measure. 

The report can be accessed here: Example.pbix 

A screenshot of the report is below:

Screenshot 2021-08-25 173235.png

The expected output is:

Screenshot 2021-08-25 173402.png

I am getting the required output by exporting to Excel and then either using VLOOKUP or AVERAGEIF with the date as criteria. 

Any help will be much appreciated!

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