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sv12
Helper III
Helper III

DAX Help

**Updated**

Hi,

 

I am trying to script the following requirement into DAX:

 

Say I invest $1,000,000 (Parameter 1) in a fund in 1999. I have data of the funds "performance" through 1999, hence I can get the net amount at any point in time by a cummulative calculation. 

Cummulative performance:

Growth = 
CALCULATE(
    PRODUCTX(Table, 1 + (Table[Performance]/100)),
    FILTER(ALLSELECTED(Table[AsOfDate]), ISONORAFTER(Table[AsOfDate], MAX(Table[AsOfDate]), DESC)
    )) * Parameter 1

 

Output for Cummulative performance:

sample output.PNG

 

Issue / requirement:

At the end of each year since 1999, I should withdraw $50,000 (parameter 2) from the total net value at that point in time. With this rule I need to project my investments for the following 20 years (2019) (Date slider).

The date range has to be flexible. (Slider) 

Parameter 1 = Amount Invested

Parameter 2 = Amount withdrawn at the end of each year

 

Sample Data:

AsOfDateDataPointDescriptionPerformanceInstrumentDescription
3/1/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.6795Russell 1000
3/1/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.6961Russell 3000
2/28/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day-0.2667Russell 1000
2/28/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day-0.2713Russell 3000
2/27/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.0257Russell 1000
2/27/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.041Russell 3000
2/26/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day-0.1186Russell 1000
2/26/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day-0.1622Russell 3000
2/25/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.1435Russell 1000
2/25/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.1273Russell 3000
2/22/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.6727Russell 1000
2/22/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.6911Russell 3000
2/21/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day-0.3465Russell 1000
2/21/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day-0.349Russell 3000
2/20/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.1782Russell 1000
2/20/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.1987Russell 3000
2/19/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.1555Russell 1000
2/19/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.1686Russell 3000
2/15/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day1.0765Russell 1000
2/15/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day1.1124Russell 3000
2/14/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day-0.2117Russell 1000
2/14/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day-0.1843Russell 3000
2/13/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.3025Russell 1000
2/13/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.3031Russell 3000
2/12/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day1.2857Russell 1000
2/12/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day1.2846Russell 3000
2/11/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.1091Russell 1000
2/11/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.1618Russell 3000
2/8/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.1061Russell 1000
2/8/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.1024Russell 3000
2/7/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day-0.8789Russell 1000
2/7/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day-0.8736Russell 3000
2/6/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day-0.2146Russell 1000
2/6/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day-0.2093Russell 3000
2/5/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.4751Russell 1000
2/5/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.4535Russell 3000
2/4/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.6927Russell 1000
2/4/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.7174Russell 3000
2/1/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.1693Russell 1000
2/1/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.1701Russell 3000
1/31/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.874Russell 1000
1/31/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.8719Russell 3000
1/30/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day1.542Russell 1000
1/30/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day1.5068Russell 3000
1/29/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day-0.1412Russell 1000
1/29/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day-0.1411Russell 3000
1/28/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day-0.7293Russell 1000
1/28/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day-0.722Russell 3000
1/25/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.9034Russell 1000
1/25/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.9295Russell 3000
1/24/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.2111Russell 1000
1/24/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.2464Russell 3000
1/23/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.1854Russell 1000
1/23/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.1561Russell 3000
1/22/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day-1.4173Russell 1000
1/22/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day-1.4371Russell 3000
1/18/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day1.3088Russell 1000
1/18/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day1.2894Russell 3000
1/17/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.7793Russell 1000
1/17/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.7856Russell 3000
1/16/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.2723Russell 1000
1/16/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.3002Russell 3000
1/15/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day1.0508Russell 1000
1/15/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day1.0374Russell 3000
1/14/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day-0.535Russell 1000
1/14/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day-0.5691Russell 3000
1/11/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day-0.0073Russell 1000
1/11/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.0031Russell 3000
1/10/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.4742Russell 1000
1/10/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.4735Russell 3000
1/9/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.4934Russell 1000
1/9/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.5201Russell 3000
1/8/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day1.0201Russell 1000
1/8/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day1.0555Russell 3000
1/7/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.7888Russell 1000
1/7/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.8601Russell 3000
1/4/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day3.4373Russell 1000
1/4/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day3.4597Russell 3000
1/3/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day-2.3845Russell 1000
1/3/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day-2.3456Russell 3000
1/2/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.0703Russell 1000
1/2/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.1041Russell 3000
12/31/2018 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.8843Russell 1000
12/31/2018 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.8784Russell 3000
12/28/2018 0:00Russell 1000 Index TR  - Net Dividends 1 Day-0.0812Russell 1000
12/28/2018 0:00Russell 3000 Index TR  - Net Dividends 1 Day-0.0391Russell 3000
12/27/2018 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.8361Russell 1000
12/27/2018 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.7881Russell 3000
12/26/2018 0:00Russell 1000 Index TR  - Net Dividends 1 Day4.9688Russell 1000
12/26/2018 0:00Russell 3000 Index TR  - Net Dividends 1 Day4.9686Russell 3000
12/24/2018 0:00Russell 1000 Index TR  - Net Dividends 1 Day-2.6869Russell 1000
12/24/2018 0:00Russell 3000 Index TR  - Net Dividends 1 Day-2.6342Russell 3000
12/21/2018 0:00Russell 1000 Index TR  - Net Dividends 1 Day-2.0721Russell 1000
12/21/2018 0:00Russell 3000 Index TR  - Net Dividends 1 Day-2.1061Russell 3000
12/20/2018 0:00Russell 1000 Index TR  - Net Dividends 1 Day-1.5934Russell 1000
12/20/2018 0:00Russell 3000 Index TR  - Net Dividends 1 Day-1.6017Russell 3000
12/19/2018 0:00Russell 1000 Index TR  - Net Dividends 1 Day-1.5301Russell 1000
12/19/2018 0:00Russell 3000 Index TR  - Net Dividends 1 Day-1.5649Russell 3000
12/18/2018 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.0185Russell 1000

 

 

I appreciate any help in solving the issue!

 

Thanks

3 REPLIES 3
v-danhe-msft
Employee
Employee

Hi @sv12 ,

Could you please post some simple sample data and your desired result to have a test if possible? Please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

 

Regards,

Daniel He

Community Support Team _ Daniel He
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Hi @v-danhe-msft ,

 

Thanks for your response. 

Sample data : I have messaged you a link to access sample data.

 

Desired result:

With the parameters as mention in the above post.

sample output.PNG

 

Thanks

 

 

Hi,

 

I am trying to script the following requirement into DAX:

 

Say I invest $1,000,000 (Parameter 1) in a fund in 1999. I have data of the funds "performance" through 1999, hence I can get the net amount at any point in time by a cummulative calculation. 

Cummulative performance:

Growth = 
CALCULATE(
    PRODUCTX(Table, 1 + (Table[Performance]/100)),
    FILTER(ALLSELECTED(Table[AsOfDate]), ISONORAFTER(Table[AsOfDate], MAX(Table[AsOfDate]), DESC)
    )) * Parameter 1

 

Output for Cummulative performance:

sample output.PNG

 

Issue / requirement:

At the end of each year since 1999, I should withdraw $50,000 (parameter 2) from the total net value at that point in time. With this rule I need to project my investments for the following 20 years (2019) (Date slider).

The date range has to be flexible. (Slider) 

Parameter 1 = Amount Invested

Parameter 2 = Amount withdrawn at the end of each year

 

Sample Data:

AsOfDateDataPointDescriptionPerformanceInstrumentDescription
3/1/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.6795Russell 1000
3/1/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.6961Russell 3000
2/28/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day-0.2667Russell 1000
2/28/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day-0.2713Russell 3000
2/27/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.0257Russell 1000
2/27/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.041Russell 3000
2/26/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day-0.1186Russell 1000
2/26/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day-0.1622Russell 3000
2/25/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.1435Russell 1000
2/25/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.1273Russell 3000
2/22/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.6727Russell 1000
2/22/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.6911Russell 3000
2/21/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day-0.3465Russell 1000
2/21/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day-0.349Russell 3000
2/20/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.1782Russell 1000
2/20/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.1987Russell 3000
2/19/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.1555Russell 1000
2/19/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.1686Russell 3000
2/15/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day1.0765Russell 1000
2/15/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day1.1124Russell 3000
2/14/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day-0.2117Russell 1000
2/14/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day-0.1843Russell 3000
2/13/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.3025Russell 1000
2/13/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.3031Russell 3000
2/12/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day1.2857Russell 1000
2/12/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day1.2846Russell 3000
2/11/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.1091Russell 1000
2/11/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.1618Russell 3000
2/8/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.1061Russell 1000
2/8/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.1024Russell 3000
2/7/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day-0.8789Russell 1000
2/7/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day-0.8736Russell 3000
2/6/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day-0.2146Russell 1000
2/6/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day-0.2093Russell 3000
2/5/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.4751Russell 1000
2/5/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.4535Russell 3000
2/4/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.6927Russell 1000
2/4/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.7174Russell 3000
2/1/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.1693Russell 1000
2/1/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.1701Russell 3000
1/31/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.874Russell 1000
1/31/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.8719Russell 3000
1/30/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day1.542Russell 1000
1/30/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day1.5068Russell 3000
1/29/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day-0.1412Russell 1000
1/29/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day-0.1411Russell 3000
1/28/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day-0.7293Russell 1000
1/28/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day-0.722Russell 3000
1/25/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.9034Russell 1000
1/25/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.9295Russell 3000
1/24/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.2111Russell 1000
1/24/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.2464Russell 3000
1/23/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.1854Russell 1000
1/23/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.1561Russell 3000
1/22/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day-1.4173Russell 1000
1/22/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day-1.4371Russell 3000
1/18/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day1.3088Russell 1000
1/18/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day1.2894Russell 3000
1/17/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.7793Russell 1000
1/17/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.7856Russell 3000
1/16/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.2723Russell 1000
1/16/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.3002Russell 3000
1/15/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day1.0508Russell 1000
1/15/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day1.0374Russell 3000
1/14/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day-0.535Russell 1000
1/14/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day-0.5691Russell 3000
1/11/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day-0.0073Russell 1000
1/11/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.0031Russell 3000
1/10/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.4742Russell 1000
1/10/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.4735Russell 3000
1/9/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.4934Russell 1000
1/9/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.5201Russell 3000
1/8/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day1.0201Russell 1000
1/8/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day1.0555Russell 3000
1/7/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.7888Russell 1000
1/7/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.8601Russell 3000
1/4/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day3.4373Russell 1000
1/4/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day3.4597Russell 3000
1/3/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day-2.3845Russell 1000
1/3/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day-2.3456Russell 3000
1/2/2019 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.0703Russell 1000
1/2/2019 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.1041Russell 3000
12/31/2018 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.8843Russell 1000
12/31/2018 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.8784Russell 3000
12/28/2018 0:00Russell 1000 Index TR  - Net Dividends 1 Day-0.0812Russell 1000
12/28/2018 0:00Russell 3000 Index TR  - Net Dividends 1 Day-0.0391Russell 3000
12/27/2018 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.8361Russell 1000
12/27/2018 0:00Russell 3000 Index TR  - Net Dividends 1 Day0.7881Russell 3000
12/26/2018 0:00Russell 1000 Index TR  - Net Dividends 1 Day4.9688Russell 1000
12/26/2018 0:00Russell 3000 Index TR  - Net Dividends 1 Day4.9686Russell 3000
12/24/2018 0:00Russell 1000 Index TR  - Net Dividends 1 Day-2.6869Russell 1000
12/24/2018 0:00Russell 3000 Index TR  - Net Dividends 1 Day-2.6342Russell 3000
12/21/2018 0:00Russell 1000 Index TR  - Net Dividends 1 Day-2.0721Russell 1000
12/21/2018 0:00Russell 3000 Index TR  - Net Dividends 1 Day-2.1061Russell 3000
12/20/2018 0:00Russell 1000 Index TR  - Net Dividends 1 Day-1.5934Russell 1000
12/20/2018 0:00Russell 3000 Index TR  - Net Dividends 1 Day-1.6017Russell 3000
12/19/2018 0:00Russell 1000 Index TR  - Net Dividends 1 Day-1.5301Russell 1000
12/19/2018 0:00Russell 3000 Index TR  - Net Dividends 1 Day-1.5649Russell 3000
12/18/2018 0:00Russell 1000 Index TR  - Net Dividends 1 Day0.0185Russell 1000

 

 

I appreciate any help in solving the issue!

 

Thanks

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