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Hi,
I am having trouble with totals showing incorrect amount.
I have a table with a transaction list of stock purchases/movements and a table of daily stock close prices.
I want to show the total value over time.
I can calculate the cumulative quantity * the daily close prices to show on a daily basis what the value of each stock is, this works fine.
When I try to see the total value of all stocks this is where I run into problems and the total values are not adding up.
I have tried multiple measures including SUMX but I must be missing something.
Link to the .pbix file I am working off - https://drive.google.com/file/d/1_DHrVm0CElQtKkr34dQa_xAwV7BpU6yv/view?usp=sharing
Some help would be much appreaciated, thanks!
Solved! Go to Solution.
Hello @scott42
It is not clear from your description about the output requirement, but is this what you are looking for?
If yes, then you may use the following measure:
Hello @scott42
It is not clear from your description about the output requirement, but is this what you are looking for?
If yes, then you may use the following measure:
Hi @vivran22,
Thanks for your solution, with a minor tweak this has worked for me.
The solution I wanted to get to was that on any given day I could see the total value of all shares (or multiple selected) and I can now see the correct totals on the graph.
I have a follow up question which is related (apologise if this is the incorrect thing to do by posting it here) -
I have uploaded the latest .pbix file.
You will notice that on the 25th and 25th September there are no 'Close Price' due to it being a weekend. Do you know how to show Fridays close price on the weekend days and then also continue calculating the value? hope that makes sense?
latest file - https://drive.google.com/file/d/1epXnW1XvJI7I_GoS1YAqVAbz1O0ZvuZn/view?usp=sharing
Hi, @scott42
You can use weekday function to filter data, create a measure and use it in filter pane.
Like this:
Measure =
IF (
WEEKDAY ( SELECTEDVALUE ( 'Date Table'[Date] ), 2 ) = 6
|| WEEKDAY ( SELECTEDVALUE ( 'Date Table'[Date] ), 2 ) = 7,
0,
1
)
Did I answer your question ? Please mark my reply as solution. Thank you very much.
If not, please feel free to ask me.
Best Regards,
Community Support Team _ Janey
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