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Helper I
Helper I

Calculate dynamic field in a table



I have data fed from an excel sheet of an investment portfolio, this table contains columns like (Investment, type, purpose, value..etc)

In the type column, I have 3 categories (Properties, Stocks, and cash).


What we want to achieve is to pull daily stock prices from the internet (which I managed to do that), then I have to calculate the networth by sum the values of properties, cash as well as the stock value (based on the current stock price)


I am still a begginer, and I have managed to pull the stock prices, however I am stuck in creating a table that have those nearly static values (properties and cash) as well as a field for those dynamic wealth (stocks) and display that using pie charts and stuff.


what should I do, please help

Resolver III
Resolver III

Given your description, it looks to me the best way to handle this is to create a calculated column in your portfolio table [enhanced price]. If the asset is Properties of Cash you us the prices from this table. If the asset is Stock you simply us FILTER to filter out the asset and the appropriate date.

This approach is limited. You don’t have a history of prices.

I am trying to do that, with no luck so far) and as you said, this approach is limited,

what I am trying to do is to create a calculation (through a measure) to calculate the stock price each day, and ingest that into the its field in the table, also with no luck so far.

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