I have tried every combination I can think of to get the "Current Value" to show up as a "rolling" average or roll up the total for the current fiscal year. I am sure I am overlooking something simple. Currently using manual entry at the end of each month to report a "value" for that specific month. Would like the current value to then reflect the average of all months entered so far. I can't seem to make this happen. Currently, have to calculate on my own the total or average and enter that manually. I will eventually connect to automated data, but not an option right now. (cut off some in visuals for confidentiality).
Roll-Up of Total Example:
From the above, FYTD shows 2, but require it to show 9 FYTD as a total against a goal of 20. 2 is the last "check-in" entered for August, 2023.
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Averaging Example:
As of August, 2023 Current Value should show 5.31, rather than showing 2.87.
@Anonymous , for monthly Avg using date table
YTD Today =
var _min = eomonth(today(),-1*month(today()))+1
var _max = today()
return
CALCULATE(Averagex(Values('Date'[Month Year]) ,[Your Measure]) , FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))
In case there is filter on page
YTD Today =
var _min = eomonth(today(),-1*month(today()))+1
var _max = today()
return
CALCULATE(Averagex(Values('Date'[Month Year]) ,[Your Measure]) , FILTER(all('Date') ,'Date'[Date] >=_min && 'Date'[Date] <= _max))
Why Time Intelligence Fails - Powerbi 5 Savior Steps for TI :https://youtu.be/OBf0rjpp5Hw
https://amitchandak.medium.com/power-bi-5-key-points-to-make-time-intelligence-successful-bd52912a5bd4
To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.
