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Hello community,
I have monthly mutual fund returns and corresponding index return data for several funds that I want to display in a table. I have DAX measures calculating the returns based on the slicer date chosen. Calcs work great but not having any luck figuring out how to show the data per the format of the below table. I apologize if this is too elementary but I could really use some help here.
QTD | YTD | 1-Year | 3-Year | 5-Year | 10-Year | Since Inception | Inception Date | |
PIMCO Total Return Instl | 0.11% | 5.13% | 5.13% | 2.80% | 2.21% | 5.23% | 7.34% | 6/1/1987 |
BBgBarc US Agg Bond TR USD | 0.39% | 3.54% | 3.54% | 2.24% | 2.10% | 4.01% | 6.39% | |
Loomis Sayles Investment Grade Bond D | 0.51% | 5.49% | 5.49% | 3.48% | 3.42% | 5.66% | 7.21% | 1/1/1997 |
BBgBarc US Corp IG TR USD | 1.17% | 6.42% | 6.42% | 3.90% | 3.48% | 5.65% | 6.01% | |
Fidelity® Strategic Income | 0.86% | 8.00% | 8.00% | 4.94% | 3.78% | 6.01% | 7.09% | 1/1/2002 |
Multisector Bond | 0.94% | 6.52% | 6.52% | 4.26% | 3.43% | 5.96% | 6.86% | |
Sorry, what is your exact problem?
If you just wannt format the values:
under Modeling--> Format you can archieve this.
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