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sv11 Regular Visitor
Regular Visitor

Cumulative Return Value Calculation

Hi,

 

I am trying to calculate a Cumulative Return value based on Return% and a Parameter $ value.

Capture5.PNG

 

Ideally, I should be able to pass in any Parameter value (In this case 1000 as shown, serves as initial number for 1st row calculation) and I would like to Calculate the cumulative Value for each fund.

Calculation:

=(C3*D2/100)+D2

How can I recreate this in PowerBI using DAX?

 

I greatly appreciate the help to solve this issue.

Thanks in advance.

 

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support Team
Community Support Team

Re: Cumulative Return Value Calculation

HI @sv11,

 

Nope, power bi not support to use dax formula to do recursive calculation.


Maybe you can consider calculate them in power query side or try to refer to following blog to use 'len' and 'exp' function to manually calculate the rolling multiplier of each steps for calculate.

Recursive Calculations in PowerPivot using DAX

 

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin Sheng
If this post helps, please consider Accept it as the solution to help the other members find it more quickly
Learning resources: Power BI

View solution in original post

2 REPLIES 2
Community Support Team
Community Support Team

Re: Cumulative Return Value Calculation

HI @sv11,

 

Nope, power bi not support to use dax formula to do recursive calculation.


Maybe you can consider calculate them in power query side or try to refer to following blog to use 'len' and 'exp' function to manually calculate the rolling multiplier of each steps for calculate.

Recursive Calculations in PowerPivot using DAX

 

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin Sheng
If this post helps, please consider Accept it as the solution to help the other members find it more quickly
Learning resources: Power BI

View solution in original post

Highlighted
sv11 Regular Visitor
Regular Visitor

Re: Cumulative Return Value Calculation

Thanks you @v-shex-msft

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