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rvokkarane's avatar
rvokkarane
Frequent Visitor
9 years ago
Solved

Trying to get Dynamic Weighted Average

 

If you look at the picture, the column ww is where i'm trying to get the weighted average. The challenge so far has been to get the Loan to group by Score Group and be dynamic to date slicer. Basically I need it to say in the month of *whatever*, what is the W,avg % for the group 150-159. 

So far I have managed to group the loan $ for the entire data pool but it does not slice to the date. 

Please help. I'm banging my heads against a wall trying to get this to work. 

Need Help
  • Anonymous's avatar
    Anonymous
    9 years ago
    rvokkarane wrote:

    Lydia,

      The final goal is to get to % value. For example: between given two dates, SUM of LOAN of 150-159/SUM of all Loans. Again between two dates, not all time. 

     

    Hi rvokkarane,

    Create the following measures, check if percent returns your expected result.

    Sum of loan of score group between dates = CALCULATE(SUM(Query1[LOAN]),ALLSELECTED(Query1[Date]))
    Sum of all loan between dates = CALCULATE(SUM(Query1[LOAN]),ALLSELECTED(Query1[Score Group]))
    percent = [Sum of loan of score group between dates]/[Sum of all loan between dates]

    You can see the example.


  • Anonymous's avatar
    Anonymous
    9 years ago

    Hi rvokkarane,

    Please ensure that you create a  measure named ww as shown in the following screenshot? If the issue still persists, please share me your PBIX file so that I can test.


    Thanks,
    Lydia Zhang

8 Replies

    • Anonymous's avatar
      Anonymous
      Not applicable
      9 years ago

      Hi rvokkarane,

      Based on your description, the ww column doesn’t filter by DATESOLD slicer and the Query1 contains DATESOLD column , right? If that is the case, change your formula as follows.

      Column = CALCULATE(SUM(Query1[LOAN]),FILTER(ALLSELECTED(Query1[DATESOLD]),Query1[Score Group]=EARLIER(Query1[Score Group])))

      However, if the above formula doesn’t help, please share raw data of your table and post expected result here.

      Thanks,
      Lydia Zhang

      • rvokkarane's avatar
        rvokkarane
        Frequent Visitor
        9 years ago

        Lydia,

         

        Thank you for replying. Anyway the formula did not work, it gets grouped individually. I have attached the raw data, please take a look. I'm trying to group the contracts by Score group as well as work with datesold. The final goal is to get to % value. For example: between given two dates, SUM of LOAN of 150-159/SUM of all Loans. Again between two dates, not all time.