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Hi all,
Trying to calcaulate XIRR from the below two tables. It woud be helpful if anyone can provide the right DAX formula.
Getting IRR in excel is 17.13%
Cashflow table
Date Fund Cashflow
3/1/2022 | Quantum | 2000 |
3/1/2022 | LIC | 500 |
4/1/2022 | LIC | 300 |
4/1/2022 | Quantum | 3000 |
NAV table
Date Fund Cashflow
3/1/2024 | Quantum | -3000 |
3/1/2024 | Quantum | -4000 |
3/1/2024 | LIC | -900 |
Relationship
Solved! Go to Solution.
Try the following :
IRR2 =
SUMMARIZE(
Transactions_All,
Transactions_All[Fund],
"IRR", [Your_IRR_Calculation_Measure] // I assume you have a measure that calculates IRR
)
Hi @AmiraBedh
I am getting the correct IRR number of 17.13% with this formula
Hi @AmiraBedh
Finally it's resolved it by creating table and created a measure function
Fund | IRR2 |
Quantum | 18.81% |
LIC | 6.61% |
Try the following :
IRR2 =
SUMMARIZE(
Transactions_All,
Transactions_All[Fund],
"IRR", [Your_IRR_Calculation_Measure] // I assume you have a measure that calculates IRR
)
Hi,
Share the download link of the PBI file. Show the problem and the expected result clearly.
You forgot to share the formula 🙂
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