Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.
Hello, I have a Power BI data table called Investments which has three columns of data; Date, Investment and Price. The table has time series price data on a dozen different investments.
I would like to be able to choose a start date and an end date using the Date Filter and to also choose one of the dozen investments also using a Filter, and for Power BI to calculate the investments return.
The example data below is for one investment.
Date | Investment | Price |
31/07/2015 | Basic Materials | 5417.11 |
31/08/2015 | Basic Materials | 5115.12 |
30/09/2015 | Basic Materials | 4739.60 |
30/10/2015 | Basic Materials | 5346.69 |
30/11/2015 | Basic Materials | 5444.16 |
31/12/2015 | Basic Materials | 5199.55 |
29/01/2016 | Basic Materials | 4683.97 |
29/02/2016 | Basic Materials | 4986.52 |
31/03/2016 | Basic Materials | 5454.90 |
29/04/2016 | Basic Materials | 5731.86 |
31/05/2016 | Basic Materials | 5724.49 |
30/06/2016 | Basic Materials | 5686.19 |
29/07/2016 | Basic Materials | 5999.92 |
31/08/2016 | Basic Materials | 5960.60 |
30/09/2016 | Basic Materials | 5900.81 |
31/10/2016 | Basic Materials | 5772.33 |
30/11/2016 | Basic Materials | 6248.61 |
30/12/2016 | Basic Materials | 6236.75 |
Thank you for any assistance.
Solved! Go to Solution.
Hi @pgree,
Firstly, you need a Calendar table. You could create with Calculated Table.
calendar = CALENDAR(MIN(Investments[Date]),MAX(Investments[Date]))
Then, you need a Measure.
calculated investment =
VAR startDate =
MIN ( 'calendar'[Date] )
VAR endDate =
MAX ( 'calendar'[Date] )
RETURN
CALCULATE (
SUM ( Investments[Price] ),
FILTER (
Investments,
Investments[Investment] = SELECTEDVALUE ( Investments[Investment] )
&& Investments[Date] >= startDate
&& Investments[Date] <= endDate
)
)
The result looks like this.
Also, attached the pbix file as reference.
If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly. If I misunderstand your needs or you still have problems on it, please let me know. Thanks a lot!
Best Regards,
Community Support Team _ Caiyun
Hi @pgree,
Firstly, you need a Calendar table. You could create with Calculated Table.
calendar = CALENDAR(MIN(Investments[Date]),MAX(Investments[Date]))
Then, you need a Measure.
calculated investment =
VAR startDate =
MIN ( 'calendar'[Date] )
VAR endDate =
MAX ( 'calendar'[Date] )
RETURN
CALCULATE (
SUM ( Investments[Price] ),
FILTER (
Investments,
Investments[Investment] = SELECTEDVALUE ( Investments[Investment] )
&& Investments[Date] >= startDate
&& Investments[Date] <= endDate
)
)
The result looks like this.
Also, attached the pbix file as reference.
If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly. If I misunderstand your needs or you still have problems on it, please let me know. Thanks a lot!
Best Regards,
Community Support Team _ Caiyun
Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City
Check out the April 2024 Power BI update to learn about new features.
User | Count |
---|---|
43 | |
23 | |
21 | |
15 | |
15 |
User | Count |
---|---|
45 | |
31 | |
30 | |
18 | |
17 |