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I have the following two tables
Fund
Fund ID | Termination Date |
A | 6/25/2019 |
B | 6/24/2019 |
FUND EVALUATION
FUND ID | Units | Price | Effective Date |
A | 500 | 10 | 6/21/2019 |
A | 100 | 9 | 6/24/2019 |
A | 1000 | 7 | 6/25/2019 |
B | 600 | 6 | 6/21/2019 |
B | 8000 | 2 | 6/24/2019 |
I need help creating a measure or column that will calculate the market value of a fund at termination date. To do this I need to join the date in the Fund and Fund Evaluation table. How would I go about calculating the following
Fund A: 1000*7 = 7000
Fund B: 8000*2 = 16000
First step is to merge the queries on the Fund ID column. Select merge queries while you are viewing the Fund Evaluation table in the query editor. Expand it out so you can view the termination date.
Next, add a new column and input the formula:
Column = if( 'Fund Evaluation'[Effective Date] = 'Fund Evaluation'[Fund.Termination Date], 'Fund Evaluation'[Units] * 'Fund Evaluation'[Price], 0)
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