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Hi Everyone,
I'm new to Power BI and can't figure out how to solve the following issue:
I have a list of real estate assets that are valuated each quarter. Within the dashboard I want to be able to analyse all the valuation data for each quarter (recent and historical). One important aspect of the analysis is to flag an asset if it is new to the portfolio ('acquisition').
In order to do so, I want to use a slicer or dropdown to select the valuation date that shows the specific KPI's for that quarter and group assets as acquisitions when the date = firstdate of valuation date. I've tried a lot of solutions today, but all of them results in adding multiple extra rows to my table.
Please see below a little mock-up in Excel and a sample of the data.
Valuation Date | Object ID | Market value |
31-12-2019 | 10101 | 104.900.000 |
30-09-2020 | 10101 | 110.354.800 |
31-12-2020 | 10101 | 114.437.928 |
30-09-2021 | 10101 | 113.407.986 |
31-12-2021 | 10101 | 122.253.809 |
31-12-2019 | 10102 | 101.900.000 |
30-09-2020 | 10102 | 104.039.900 |
31-12-2020 | 10102 | 111.946.932 |
30-09-2021 | 10102 | 120.231.005 |
31-12-2021 | 10102 | 128.526.945 |
31-12-2019 | 10103 | 137.138.250 |
30-09-2020 | 10103 | 107.600.000 |
31-12-2020 | 10103 | 112.334.400 |
30-09-2021 | 10103 | 123.343.171 |
31-12-2021 | 10103 | 123.096.485 |
31-12-2020 | 10104 | 105.200.000 |
30-09-2021 | 10104 | 104.674.000 |
31-12-2021 | 10104 | 105.930.088 |
31-12-2020 | 10105 | 106.500.000 |
30-09-2021 | 10105 | 108.204.000 |
31-12-2021 | 10105 | 110.259.876 |
31-12-2021 | 10106 | 96.200.000 |
Solved! Go to Solution.
Hi @Anonymous
There are different ways of handling this, but I would recommend below (sample PBIX attached):
Hopefully that's useful as a starting point 🙂
Regards,
Owen
Hi @Anonymous
There are different ways of handling this, but I would recommend below (sample PBIX attached):
Hopefully that's useful as a starting point 🙂
Regards,
Owen
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