Forum Discussion
Romit Mehta
Dec 22, 2021Brass Contributor
Pivot table with actuals for each month but average as an aggregation?
Hi, I have some data that shows expenses by date (month/quarter/year) and I'd like to create a pivot table so that I can see aggregated data by category for each month of the year. That is straig...
- Dec 24, 2021
We could modify measure as
Expense Amount 01:=IF ( HASONEVALUE ( Range[Date (Quarter)] ), CALCULATE ( SUM ( Range[Amount] ), Range[Type] = "Expense" ), CALCULATE ( AVERAGE ( Range[Amount] ), Range[Type] = "Expense" ) )Result will be like
HansVogelaar
Dec 22, 2021MVP
You'll need a separate pivot table with its own pivot cache (see Stop all the pivot tables applying the same grouping method)
See the attached version.
Romit Mehta
Dec 22, 2021Brass Contributor
Thanks! This gives me a way to split the aggregations as well as see the data by different timeframes. However, my overall question was more pointed: can I have the details be "sum" but the grand total be "average" so that as I filter the different fields, I continue to see the average "for that view" instead of seeing the grand total for that view?
- SergeiBaklanDec 23, 2021Diamond Contributor
That could be DAX measure like
Expense Amount := IF ( ISFILTERED ( Range[Date (Quarter)] ), CALCULATE ( SUM ( Range[Amount] ), Range[Type] = "Expense" ), CALCULATE ( AVERAGE ( Range[Amount] ), Range[Type] = "Expense" ) )which gives
- Romit MehtaDec 23, 2021Brass ContributorThanks, this is great. It would work best when the timeframes are known (like Q1, Q2, etc.) but what I was hoping to do was to see monthly expenses and an average for the periods visible in the column.
Or in this case, let's say you filter out Qtr1, then I would like to see the sum for Qtr2, Qtr3 and Qtr4 and an average for the 3 quarters visible.- SergeiBaklanDec 24, 2021Diamond Contributor
We could modify measure as
Expense Amount 01:=IF ( HASONEVALUE ( Range[Date (Quarter)] ), CALCULATE ( SUM ( Range[Amount] ), Range[Type] = "Expense" ), CALCULATE ( AVERAGE ( Range[Amount] ), Range[Type] = "Expense" ) )Result will be like
- HansVogelaarDec 22, 2021MVP
No, that is not possible, as far as I know.