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majdkaid22
Helper V
Helper V

(Net Floating Movement) Month over month growth in floating Profit

Hi guys,

 

could someone help me determine which DAX function I should use to calculate a monthly floating profit measure

 

I have a column where the Floating Profit change monthly and I would like to have a measure giving me the Net between the first Month and the second month, and so on

 

Power BI.PNG

 

The highlighted column is what am talking about. the figures here are cumulative. 

 

I know it's a simple one, but am not sure which function to use

 

Appreciate any help

 

Majd

1 ACCEPTED SOLUTION

Ok cool, so you have a measure already that calculates the current month - [B Book Unrealized P/L]

Here's the formula for the previous month - just make sure you're using the dates from your date table (and if you don't have a date table, then add one)

[B Book Unrealized P/L - LAST MONTH] = 	CALCULATE ( [B Book Unrealized P/L] ,
DATEADD ( Dates[Date], -1, MONTH)
(

 

And here's the difference ...

B Book Unrealized P/L - MOM = 	IF ( [B Book Unrealized P/L]
&& [B Book Unrealized P/L - LAST MONTH],
[B Book Unrealized P/L] - [B Book Unrealized P/L - LAST MONTH]
)
Austin is VP Operations at PowerPivotPro and a professional self-service enthusiast 🙂

View solution in original post

4 REPLIES 4
austinsense
Impactful Individual
Impactful Individual

Hey Majd, is the question how to calculate the difference between a month and the previous month?

Austin is VP Operations at PowerPivotPro and a professional self-service enthusiast 🙂

Hi @austinsense that is correct

Ok cool, so you have a measure already that calculates the current month - [B Book Unrealized P/L]

Here's the formula for the previous month - just make sure you're using the dates from your date table (and if you don't have a date table, then add one)

[B Book Unrealized P/L - LAST MONTH] = 	CALCULATE ( [B Book Unrealized P/L] ,
DATEADD ( Dates[Date], -1, MONTH)
(

 

And here's the difference ...

B Book Unrealized P/L - MOM = 	IF ( [B Book Unrealized P/L]
&& [B Book Unrealized P/L - LAST MONTH],
[B Book Unrealized P/L] - [B Book Unrealized P/L - LAST MONTH]
)
Austin is VP Operations at PowerPivotPro and a professional self-service enthusiast 🙂

it worked as a treat @austinsense!! 

 

I was only able to figure the first measure, and missing the logic of the second measure.

 

Cheers,

Majd 

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