Monthly Weighted Average with a filter

[Adam_Cromie]

Hi, 

I need to created a weighted average visual using the below example data

Segment	Date	Account	Rate	Balance
West	1/01/2021	123	0.7726	$804.86
West	1/01/2021	456	0.6198	$484.39
West	1/02/2021	123	0.0565	$607.85
West	1/02/2021	456	0.8504	$587.12
West	1/03/2021	123	0.3875	$701.91
West	1/03/2021	456	0.9706	$484.95
East	1/01/2021	789	0.6573	$668.76
East	1/01/2021	101	0.6411	$586.13
East	1/02/2021	789	0.2642	$438.20
East	1/02/2021	101	0.6951	$111.90
East	1/03/2021	789	0.3067	$790.21
East	1/03/2021	101	0.2478	$407.28

The Base is Rate.
Weight is Balance, aggregated across all accounts within each month. 
The visual will filter by Segment and the weighted average will need to update for the filter. 

For instance, with the filter Segment = "West", the desired table would look like this

Segment	Date	Account	Rate	Balance	Total	Weight	Weighted Value
West	1/01/2021	123	0.7726	$804.86	$1,289.25	0.62	0.48
West	1/01/2021	456	0.6198	$484.39	$1,289.25	0.38	0.23
West	1/02/2021	123	0.0565	$607.85	$1,194.97	0.51	0.03
West	1/02/2021	456	0.8504	$587.12	$1,194.97	0.49	0.42
West	1/03/2021	123	0.3875	$701.91	$1,186.86	0.59	0.23
West	1/03/2021	456	0.9706	$484.95	$1,186.86	0.41	0.40

Total is a sum of Balance, summarised by Date, Weight is Balance/Total and Weighted Value is Weight*Rate.

The visual data for "West" would look like this

	Weighted Average
1/01/2021	0.72
1/02/2021	0.45
1/03/2021	0.63

Where Weighted Average is the sum of the Weighted Values for each Date.

Any help is appreciated, thanks.

[v-nuoc-msft · Accepted solution]

Hi @Adam_Cromie 

For your question, here is the method I provided:

Here's some dummy data

"Table"

Create measures.

Total = 
CALCULATE(
    SUM('Table'[Balance]), 
    FILTER(
        ALLEXCEPT('Table', 'Table'[Segment]), 
        'Table'[Date] = MAX('Table'[Date])
    )
)

Weight = DIVIDE(SELECTEDVALUE('Table'[Balance]), 'Table'[Total])

Weighted Value = SELECTEDVALUE('Table'[Rate]) * 'Table'[Weight]

Weighted Average = 
SUMX(
    FILTER(
        ALLSELECTED('Table'), 
        'Table'[Date] = MAX('Table'[Date])
    ), 
    'Table'[Weighted Value]
)

Here is the result.

Regards,

Nono Chen

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