Power BI - weighted average yield across 2 tables of a given date










1















I would like to calculate average yield between two relation tables of a given date



Table1 Table2
+-------------------------------+ +-------------------------------+
| ID TradeDate Amount | | ID TradeDate Yield |
+-------------------------------+ +-------------------------------+
| 1 2018/11/30 100 | | 1 2018/11/8 2.2% |
| 1 2018/11/8 101 | | 1 2018/8/8 2.1% |
| 1 2018/10/31 102 | | 1 2018/5/8 2.0% |
| 1 2018/9/30 103 | | 2 2018/9/8 1.7% |
| 2 2018/11/30 200 | | 2 2018/6/8 1.6% |
| 2 2018/10/31 203 | | 2 2018/3/8 1.5% |
| 2 2018/9/30 205 | | 3 2018/10/20 1.7% |
| 3 2018/11/30 300 | | 3 2018/7/20 1.6% |
| 3 2018/10/31 300 | | 3 2018/4/20 1.6% |
| 3 2018/9/30 300 | +-------------------------------+
+-------------------------------+


I create a table named 'DateList' and use slicer to select a specified date.



Screen Shot DateList.



I want to achieve the following result:



as of *11/9/2018*
+-----------------------------------------------------------------+
| ID LastDate Value LatestYieldDate LastYield |
+-----------------------------------------------------------------+
| 1 2018/11/8 101 2018/11/8 2.2% |
| 2 2018/10/31 203 2018/9/8 1.7% |
| 3 2018/10/31 300 2018/10/20 1.7% |
+-----------------------------------------------------------------+
| Total 604 1.7836% |
+-----------------------------------------------------------------+


Currently, I use the following formula to achieve the partial result



Create 2 measures in table1



 LastDate = 
VAR SlicerDate = MIN(DateList[Date])
VAR MinDiff =
MINX(FILTER(ALL(Table1),Table1[ID] IN VALUES(Table1[ID])),
ABS(SlicerDate - Table1[TradeDate]))
RETURN
MINX(FILTER(ALL(Table1),Table1[ID] IN VALUES(Table1[ID])
&& ABS(SlicerDate - Table1[TradeDate]) = MinDiff),
Table1[TradeDate])

Value = CALCULATE(SUM(Table1[Amount]), FILTER(Table1, Table1[TradeDate] = [LastDate]))


Create 2 measures in table2



LastYieldDate = 
VAR SlicerDate = MIN(DateList[Date])
VAR MinDiff =
MINX(FILTER(ALL(Table2),Table2[ID] IN VALUES(Table2[ID])),
ABS(SlicerDate - Table2[TradeDate]))
RETURN
MINX(FILTER(ALL(Table2),Table2[ID] IN VALUES(Table2[ID])
&& ABS(SlicerDate - Table2[TradeDate]) = MinDiff),
Table2[TradeDate])

LastYield = CALCULATE(SUM(Table2[Yield]), FILTER(Table2,
Table2[TradeDate] = [LastYieldDate]))


I have no idea to calculate right average yield between 2 tables
Here is my current result.



Screen Shot Current Result.










share|improve this question




























    1















    I would like to calculate average yield between two relation tables of a given date



    Table1 Table2
    +-------------------------------+ +-------------------------------+
    | ID TradeDate Amount | | ID TradeDate Yield |
    +-------------------------------+ +-------------------------------+
    | 1 2018/11/30 100 | | 1 2018/11/8 2.2% |
    | 1 2018/11/8 101 | | 1 2018/8/8 2.1% |
    | 1 2018/10/31 102 | | 1 2018/5/8 2.0% |
    | 1 2018/9/30 103 | | 2 2018/9/8 1.7% |
    | 2 2018/11/30 200 | | 2 2018/6/8 1.6% |
    | 2 2018/10/31 203 | | 2 2018/3/8 1.5% |
    | 2 2018/9/30 205 | | 3 2018/10/20 1.7% |
    | 3 2018/11/30 300 | | 3 2018/7/20 1.6% |
    | 3 2018/10/31 300 | | 3 2018/4/20 1.6% |
    | 3 2018/9/30 300 | +-------------------------------+
    +-------------------------------+


    I create a table named 'DateList' and use slicer to select a specified date.



    Screen Shot DateList.



    I want to achieve the following result:



    as of *11/9/2018*
    +-----------------------------------------------------------------+
    | ID LastDate Value LatestYieldDate LastYield |
    +-----------------------------------------------------------------+
    | 1 2018/11/8 101 2018/11/8 2.2% |
    | 2 2018/10/31 203 2018/9/8 1.7% |
    | 3 2018/10/31 300 2018/10/20 1.7% |
    +-----------------------------------------------------------------+
    | Total 604 1.7836% |
    +-----------------------------------------------------------------+


    Currently, I use the following formula to achieve the partial result



    Create 2 measures in table1



     LastDate = 
    VAR SlicerDate = MIN(DateList[Date])
    VAR MinDiff =
    MINX(FILTER(ALL(Table1),Table1[ID] IN VALUES(Table1[ID])),
    ABS(SlicerDate - Table1[TradeDate]))
    RETURN
    MINX(FILTER(ALL(Table1),Table1[ID] IN VALUES(Table1[ID])
    && ABS(SlicerDate - Table1[TradeDate]) = MinDiff),
    Table1[TradeDate])

    Value = CALCULATE(SUM(Table1[Amount]), FILTER(Table1, Table1[TradeDate] = [LastDate]))


    Create 2 measures in table2



    LastYieldDate = 
    VAR SlicerDate = MIN(DateList[Date])
    VAR MinDiff =
    MINX(FILTER(ALL(Table2),Table2[ID] IN VALUES(Table2[ID])),
    ABS(SlicerDate - Table2[TradeDate]))
    RETURN
    MINX(FILTER(ALL(Table2),Table2[ID] IN VALUES(Table2[ID])
    && ABS(SlicerDate - Table2[TradeDate]) = MinDiff),
    Table2[TradeDate])

    LastYield = CALCULATE(SUM(Table2[Yield]), FILTER(Table2,
    Table2[TradeDate] = [LastYieldDate]))


    I have no idea to calculate right average yield between 2 tables
    Here is my current result.



    Screen Shot Current Result.










    share|improve this question


























      1












      1








      1








      I would like to calculate average yield between two relation tables of a given date



      Table1 Table2
      +-------------------------------+ +-------------------------------+
      | ID TradeDate Amount | | ID TradeDate Yield |
      +-------------------------------+ +-------------------------------+
      | 1 2018/11/30 100 | | 1 2018/11/8 2.2% |
      | 1 2018/11/8 101 | | 1 2018/8/8 2.1% |
      | 1 2018/10/31 102 | | 1 2018/5/8 2.0% |
      | 1 2018/9/30 103 | | 2 2018/9/8 1.7% |
      | 2 2018/11/30 200 | | 2 2018/6/8 1.6% |
      | 2 2018/10/31 203 | | 2 2018/3/8 1.5% |
      | 2 2018/9/30 205 | | 3 2018/10/20 1.7% |
      | 3 2018/11/30 300 | | 3 2018/7/20 1.6% |
      | 3 2018/10/31 300 | | 3 2018/4/20 1.6% |
      | 3 2018/9/30 300 | +-------------------------------+
      +-------------------------------+


      I create a table named 'DateList' and use slicer to select a specified date.



      Screen Shot DateList.



      I want to achieve the following result:



      as of *11/9/2018*
      +-----------------------------------------------------------------+
      | ID LastDate Value LatestYieldDate LastYield |
      +-----------------------------------------------------------------+
      | 1 2018/11/8 101 2018/11/8 2.2% |
      | 2 2018/10/31 203 2018/9/8 1.7% |
      | 3 2018/10/31 300 2018/10/20 1.7% |
      +-----------------------------------------------------------------+
      | Total 604 1.7836% |
      +-----------------------------------------------------------------+


      Currently, I use the following formula to achieve the partial result



      Create 2 measures in table1



       LastDate = 
      VAR SlicerDate = MIN(DateList[Date])
      VAR MinDiff =
      MINX(FILTER(ALL(Table1),Table1[ID] IN VALUES(Table1[ID])),
      ABS(SlicerDate - Table1[TradeDate]))
      RETURN
      MINX(FILTER(ALL(Table1),Table1[ID] IN VALUES(Table1[ID])
      && ABS(SlicerDate - Table1[TradeDate]) = MinDiff),
      Table1[TradeDate])

      Value = CALCULATE(SUM(Table1[Amount]), FILTER(Table1, Table1[TradeDate] = [LastDate]))


      Create 2 measures in table2



      LastYieldDate = 
      VAR SlicerDate = MIN(DateList[Date])
      VAR MinDiff =
      MINX(FILTER(ALL(Table2),Table2[ID] IN VALUES(Table2[ID])),
      ABS(SlicerDate - Table2[TradeDate]))
      RETURN
      MINX(FILTER(ALL(Table2),Table2[ID] IN VALUES(Table2[ID])
      && ABS(SlicerDate - Table2[TradeDate]) = MinDiff),
      Table2[TradeDate])

      LastYield = CALCULATE(SUM(Table2[Yield]), FILTER(Table2,
      Table2[TradeDate] = [LastYieldDate]))


      I have no idea to calculate right average yield between 2 tables
      Here is my current result.



      Screen Shot Current Result.










      share|improve this question
















      I would like to calculate average yield between two relation tables of a given date



      Table1 Table2
      +-------------------------------+ +-------------------------------+
      | ID TradeDate Amount | | ID TradeDate Yield |
      +-------------------------------+ +-------------------------------+
      | 1 2018/11/30 100 | | 1 2018/11/8 2.2% |
      | 1 2018/11/8 101 | | 1 2018/8/8 2.1% |
      | 1 2018/10/31 102 | | 1 2018/5/8 2.0% |
      | 1 2018/9/30 103 | | 2 2018/9/8 1.7% |
      | 2 2018/11/30 200 | | 2 2018/6/8 1.6% |
      | 2 2018/10/31 203 | | 2 2018/3/8 1.5% |
      | 2 2018/9/30 205 | | 3 2018/10/20 1.7% |
      | 3 2018/11/30 300 | | 3 2018/7/20 1.6% |
      | 3 2018/10/31 300 | | 3 2018/4/20 1.6% |
      | 3 2018/9/30 300 | +-------------------------------+
      +-------------------------------+


      I create a table named 'DateList' and use slicer to select a specified date.



      Screen Shot DateList.



      I want to achieve the following result:



      as of *11/9/2018*
      +-----------------------------------------------------------------+
      | ID LastDate Value LatestYieldDate LastYield |
      +-----------------------------------------------------------------+
      | 1 2018/11/8 101 2018/11/8 2.2% |
      | 2 2018/10/31 203 2018/9/8 1.7% |
      | 3 2018/10/31 300 2018/10/20 1.7% |
      +-----------------------------------------------------------------+
      | Total 604 1.7836% |
      +-----------------------------------------------------------------+


      Currently, I use the following formula to achieve the partial result



      Create 2 measures in table1



       LastDate = 
      VAR SlicerDate = MIN(DateList[Date])
      VAR MinDiff =
      MINX(FILTER(ALL(Table1),Table1[ID] IN VALUES(Table1[ID])),
      ABS(SlicerDate - Table1[TradeDate]))
      RETURN
      MINX(FILTER(ALL(Table1),Table1[ID] IN VALUES(Table1[ID])
      && ABS(SlicerDate - Table1[TradeDate]) = MinDiff),
      Table1[TradeDate])

      Value = CALCULATE(SUM(Table1[Amount]), FILTER(Table1, Table1[TradeDate] = [LastDate]))


      Create 2 measures in table2



      LastYieldDate = 
      VAR SlicerDate = MIN(DateList[Date])
      VAR MinDiff =
      MINX(FILTER(ALL(Table2),Table2[ID] IN VALUES(Table2[ID])),
      ABS(SlicerDate - Table2[TradeDate]))
      RETURN
      MINX(FILTER(ALL(Table2),Table2[ID] IN VALUES(Table2[ID])
      && ABS(SlicerDate - Table2[TradeDate]) = MinDiff),
      Table2[TradeDate])

      LastYield = CALCULATE(SUM(Table2[Yield]), FILTER(Table2,
      Table2[TradeDate] = [LastYieldDate]))


      I have no idea to calculate right average yield between 2 tables
      Here is my current result.



      Screen Shot Current Result.







      powerbi






      share|improve this question















      share|improve this question













      share|improve this question




      share|improve this question








      edited Nov 15 '18 at 17:02







      user10249172

















      asked Nov 15 '18 at 13:21









      AndyChuAndyChu

      185




      185






















          1 Answer
          1






          active

          oldest

          votes


















          1














          You'll first need to create a bridge table for the ID values so you can work with both tables more easily.



          IDList = VALUES(Table1[ID])


          Bridge Table



          Now we'll use IDList[ID] on our visual instead of the ID from one of the other tables.



          The measure we use for the average last yield is a basic sum-product average:



          LastYieldAvg = 
          DIVIDE(
          SUMX(IDList, [Value] * [LastYield]),
          SUMX(IDList, [Value])
          )


          Note that when there is only a single ID value, it simplifies to



          [Value] * [LastYield] / [Value] = [LastYield]


          Result Table






          share|improve this answer























          • Thanks again Alexis. Can i use DAX directly rather than to create a bridge table?

            – AndyChu
            Nov 16 '18 at 1:08











          • Hi Alexis, if i have additional column named [company] (such as A, B, C,...) in table 1 & table 2, how can i combine [company] & [ID] in bridge table [IDList]? Thanks

            – AndyChu
            Nov 16 '18 at 8:16











          • There are some workarounds for creating relationships on multiple columns.

            – Alexis Olson
            Nov 16 '18 at 15:58










          Your Answer






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          1 Answer
          1






          active

          oldest

          votes








          1 Answer
          1






          active

          oldest

          votes









          active

          oldest

          votes






          active

          oldest

          votes









          1














          You'll first need to create a bridge table for the ID values so you can work with both tables more easily.



          IDList = VALUES(Table1[ID])


          Bridge Table



          Now we'll use IDList[ID] on our visual instead of the ID from one of the other tables.



          The measure we use for the average last yield is a basic sum-product average:



          LastYieldAvg = 
          DIVIDE(
          SUMX(IDList, [Value] * [LastYield]),
          SUMX(IDList, [Value])
          )


          Note that when there is only a single ID value, it simplifies to



          [Value] * [LastYield] / [Value] = [LastYield]


          Result Table






          share|improve this answer























          • Thanks again Alexis. Can i use DAX directly rather than to create a bridge table?

            – AndyChu
            Nov 16 '18 at 1:08











          • Hi Alexis, if i have additional column named [company] (such as A, B, C,...) in table 1 & table 2, how can i combine [company] & [ID] in bridge table [IDList]? Thanks

            – AndyChu
            Nov 16 '18 at 8:16











          • There are some workarounds for creating relationships on multiple columns.

            – Alexis Olson
            Nov 16 '18 at 15:58















          1














          You'll first need to create a bridge table for the ID values so you can work with both tables more easily.



          IDList = VALUES(Table1[ID])


          Bridge Table



          Now we'll use IDList[ID] on our visual instead of the ID from one of the other tables.



          The measure we use for the average last yield is a basic sum-product average:



          LastYieldAvg = 
          DIVIDE(
          SUMX(IDList, [Value] * [LastYield]),
          SUMX(IDList, [Value])
          )


          Note that when there is only a single ID value, it simplifies to



          [Value] * [LastYield] / [Value] = [LastYield]


          Result Table






          share|improve this answer























          • Thanks again Alexis. Can i use DAX directly rather than to create a bridge table?

            – AndyChu
            Nov 16 '18 at 1:08











          • Hi Alexis, if i have additional column named [company] (such as A, B, C,...) in table 1 & table 2, how can i combine [company] & [ID] in bridge table [IDList]? Thanks

            – AndyChu
            Nov 16 '18 at 8:16











          • There are some workarounds for creating relationships on multiple columns.

            – Alexis Olson
            Nov 16 '18 at 15:58













          1












          1








          1







          You'll first need to create a bridge table for the ID values so you can work with both tables more easily.



          IDList = VALUES(Table1[ID])


          Bridge Table



          Now we'll use IDList[ID] on our visual instead of the ID from one of the other tables.



          The measure we use for the average last yield is a basic sum-product average:



          LastYieldAvg = 
          DIVIDE(
          SUMX(IDList, [Value] * [LastYield]),
          SUMX(IDList, [Value])
          )


          Note that when there is only a single ID value, it simplifies to



          [Value] * [LastYield] / [Value] = [LastYield]


          Result Table






          share|improve this answer













          You'll first need to create a bridge table for the ID values so you can work with both tables more easily.



          IDList = VALUES(Table1[ID])


          Bridge Table



          Now we'll use IDList[ID] on our visual instead of the ID from one of the other tables.



          The measure we use for the average last yield is a basic sum-product average:



          LastYieldAvg = 
          DIVIDE(
          SUMX(IDList, [Value] * [LastYield]),
          SUMX(IDList, [Value])
          )


          Note that when there is only a single ID value, it simplifies to



          [Value] * [LastYield] / [Value] = [LastYield]


          Result Table







          share|improve this answer












          share|improve this answer



          share|improve this answer










          answered Nov 15 '18 at 16:23









          Alexis OlsonAlexis Olson

          14.9k21935




          14.9k21935












          • Thanks again Alexis. Can i use DAX directly rather than to create a bridge table?

            – AndyChu
            Nov 16 '18 at 1:08











          • Hi Alexis, if i have additional column named [company] (such as A, B, C,...) in table 1 & table 2, how can i combine [company] & [ID] in bridge table [IDList]? Thanks

            – AndyChu
            Nov 16 '18 at 8:16











          • There are some workarounds for creating relationships on multiple columns.

            – Alexis Olson
            Nov 16 '18 at 15:58

















          • Thanks again Alexis. Can i use DAX directly rather than to create a bridge table?

            – AndyChu
            Nov 16 '18 at 1:08











          • Hi Alexis, if i have additional column named [company] (such as A, B, C,...) in table 1 & table 2, how can i combine [company] & [ID] in bridge table [IDList]? Thanks

            – AndyChu
            Nov 16 '18 at 8:16











          • There are some workarounds for creating relationships on multiple columns.

            – Alexis Olson
            Nov 16 '18 at 15:58
















          Thanks again Alexis. Can i use DAX directly rather than to create a bridge table?

          – AndyChu
          Nov 16 '18 at 1:08





          Thanks again Alexis. Can i use DAX directly rather than to create a bridge table?

          – AndyChu
          Nov 16 '18 at 1:08













          Hi Alexis, if i have additional column named [company] (such as A, B, C,...) in table 1 & table 2, how can i combine [company] & [ID] in bridge table [IDList]? Thanks

          – AndyChu
          Nov 16 '18 at 8:16





          Hi Alexis, if i have additional column named [company] (such as A, B, C,...) in table 1 & table 2, how can i combine [company] & [ID] in bridge table [IDList]? Thanks

          – AndyChu
          Nov 16 '18 at 8:16













          There are some workarounds for creating relationships on multiple columns.

          – Alexis Olson
          Nov 16 '18 at 15:58





          There are some workarounds for creating relationships on multiple columns.

          – Alexis Olson
          Nov 16 '18 at 15:58



















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