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Hi, guys
To calculate stocks portfolio yield dynamic I need to calculate my [Potfolio Total Value] for allselected stocks by date
I've made next measures:
[dev Portfolio Current Value] code:
dev Portfolio Current Value = VAR d = MAX('calendar'[Date]) RETURN CALCULATE( SUMX(VALUES('split'[asset-id]); [Asset Current Value] ); FILTER( ALL('calendar'); 'calendar'[Date] <= d ) )
I expect to recive [dev Portfolio Current Value] = 206 359,50 at 16.11.2018 (16th November 2018)
But I've got 222 559,50 because [Asset Current Price] = 193,53 both for Apple and Facebook
How could I fix my formulas to sum [amount]*[price] for each asset-id per day
PBI Project Here
Solved! Go to Solution.
@lnz,
Change it as follows.
VALUES ( company[ticker] )
@lnz,
Change it as follows.
VALUES ( company[ticker] )
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