Cumulative Return Value Calculation

[sv11]

Hi,

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

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.

[v-shex-msft · Accepted solution]

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

[sv11]

Thanks you @v-shex-msft