Find everything you need to get certified on Fabric—skills challenges, live sessions, exam prep, role guidance, and more.
Get startedGrow your Fabric skills and prepare for the DP-600 certification exam by completing the latest Microsoft Fabric challenge.
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
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
User | Count |
---|---|
77 | |
77 | |
68 | |
67 | |
49 |
User | Count |
---|---|
108 | |
105 | |
93 | |
83 | |
64 |