cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Highlighted
Helper II
Helper II

How to calculate growth of initial investment over time

Daily Return  %Growth  
 10000 
0.60710060.769=B2 * ( 1 + A3/100)
0.50210111.373=B3 * ( 1 + A4/100)
0.39910151.813=B4 * ( 1 + A5/100)
-0.70210080.470=B5 * ( 1 + A6/100)

 

Hi ,

I have a column in my dataset with daily return percentage, now I need to create a meausre or caluclated column that starts with $10000 initial investment and calculate the growth based on daily return.

I have attched Excel formulas to show the calculation method. 

Ideally the frmula should respond to fund selection by the user ( slicer ).

Can be done in Power BI?

 

 

Thank you

3 REPLIES 3
Highlighted
Anonymous
Not applicable

Re: How to calculate growth of initial investment over time

There's no file attached.

For such calculations, you have to use:
https://dax.guide/productx/

Best
D
Highlighted
Super User IX
Super User IX

Re: How to calculate growth of initial investment over time

Very likely, if you could share you Excel file via OneDrive or Box or something that would greatly assist. 


---------------------------------------

@ me in replies or I'll lose your thread!!!

I have a NEW book! 
DAX Cookbook from Packt
Over 120 DAX Recipes!




Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




Highlighted
Helper II
Helper II

Re: How to calculate growth of initial investment over time

POwer BI Q.gif

 

Hi Gerg,

I added coumn header and row numbers to the image to better understand the formula. I hope this helps.

Helpful resources

Announcements

August Community Highlights

Check out a full recap of the month!

Experience what’s next for Power BI

Join us for an in-depth look at the new Power BI features and capabilities at the free Microsoft Business Applications Launch Event.

Top Solution Authors