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Anonymous's avatar
Anonymous
Not applicable
4 years ago
Solved

average open balance, a dax question

hello!

 

I have a dax question concerning average open balance. My data looks like this:

I have linked a date calendar table to my fact table. 

I have created an open balance measure:

CALCULATE(SUM('table'[transaction]), FILTER(ALLSELECTED(dim_Calendar), dim_Calendar[Date] <= MAX(dim_Calendar[Date]))
This gives me the correct open balance for every day on the calendar.
Now I would like to have an average value for open balance within a certain time period. I have tried way too long with no succes. Can someone help me or point in right direction? Thanks so much in advance!
  • Anonymous's avatar
    Anonymous
    4 years ago

    Anonymous , I think this measure might do what you are after:

    Avg Balance = 
        VAR vFirstDate = FIRSTDATE(ALLSELECTED(_Date[Date]))
        VAR vLastDate = LASTDATE('_Date'[Date])
        RETURN
            AVERAGEX(
                CALCULATETABLE(
                    '_Date'
                    ,_Date[Date] >= vFirstDate
                    , _Date[Date] <= vLastDate
                )
                ,[Open Balance]
            )

    With your test data, here are the Avg Balance it gives for each day in Jan 2022. For the month of Jan 2022, the average balance is 4000 which I think it right

    9 days @ 5000 = 45000

    5 days @ 3000 = 15000

    15 days @ 4000 = 60000

    2 days @ 2000 = 4000

    total = 124000 / 31 days = 4000

     

2 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable

    Anonymous , I think this measure might do what you are after:

    Avg Balance = 
        VAR vFirstDate = FIRSTDATE(ALLSELECTED(_Date[Date]))
        VAR vLastDate = LASTDATE('_Date'[Date])
        RETURN
            AVERAGEX(
                CALCULATETABLE(
                    '_Date'
                    ,_Date[Date] >= vFirstDate
                    , _Date[Date] <= vLastDate
                )
                ,[Open Balance]
            )

    With your test data, here are the Avg Balance it gives for each day in Jan 2022. For the month of Jan 2022, the average balance is 4000 which I think it right

    9 days @ 5000 = 45000

    5 days @ 3000 = 15000

    15 days @ 4000 = 60000

    2 days @ 2000 = 4000

    total = 124000 / 31 days = 4000

     

    • Anonymous's avatar
      Anonymous
      Not applicable

      Amazing! Thank you so much. Time for more dax training for me ðŸ™‚