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Hello
I have a large list of portoflios which span across multiple firms and risk tolerances (ie Conservative, Moderate, Balanced, Growth, Aggressive). These firms may also have severaly types model sets (i.e. Core, Tax-Manged, Active Passive). The main goal is to create a comparison of their trailing performance (ie 3 mo, YTD, 1 Yr, 3 Yr, etc), on an absolute and relative basis...similar to the version I created on excel below As some background, the version in the screenshot was built using excel and can get a bit tedious to update, so I am trying to make this more efficient via power BI.
When it comes to where I am in the process, I am able to create generic table with a drop down that shows absolute performance. Although, after making a selection of the competing fund family and model set, I am getting hung up in the following areas.
Any recomendations on how to accomplish this?
Thank you!
Hi @Warrior42 ,I think you can create calculated column and measure that computes the performance difference between the selected models. Use this measure in a separate Matrix visual or a Card visual to display the performance difference, similar to your table 2.
Here’s a simple example of a DAX formula to calculate the year-to-date (YTD) performance:
YTD Performance = TOTALYTD(SUM('Performance'[Value]), 'Date'[Date])
And for calculating the performance difference:
Performance Difference = 'Model A'[YTD Performance] - 'Model B'[YTD Performance]
Best Regards
Yilong Zhou
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