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lnz Frequent Visitor

## SUMX with measures expression for categories by date

Hi, guys

To calculate stocks portfolio yield dynamic I need to calculate my [Potfolio Total Value] for allselected stocks by date

• [Asset Current Amount]
• [dev Asset Current Price] - I think this measure need some changes
• [Asset Current Value] = [Asset Current Amount] * [dev Asset Current Price]
• [Total Current Amount] - Total amount of shares in portfolio
• [dev Portfolio Current Value] - Total value of portfolio

[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 1 ACCEPTED SOLUTION

Accepted Solutions Community Support Team

## Re: SUMX with measures expression for categories by date

@lnz,

Change it as follows.

`VALUES ( company[ticker] )`
Community Support Team _ Sam Zha
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly. Community Support Team

## Re: SUMX with measures expression for categories by date

@lnz,

Change it as follows.

`VALUES ( company[ticker] )`
Community Support Team _ Sam Zha
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.