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Anonymous
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4 years ago
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Accumulate calculated value over time

hellopowerbi community, i have a dashboard i'm trying to build which includes  p/L report and next to it some investors payout. i was able to build the P/L report with their value and previous peri...
  • Anonymous's avatar
    Anonymous
    4 years ago

    i finally found a solution for me and i will guide you through the steps :

    first i created a  net profit measure 

    Net Profit = 
    VAR Totalrevenue = Calculate(SUM(Revenue[Amount]))
    VAR Payroll = CALCULATE(SUM(Expenses[Amount]),FILTER(Expenses,Expenses[Category] = "Payroll Expenses"))
    VAR Business = CALCULATE(SUM(Expenses[Amount]),FILTER(Expenses,Expenses[Category] = "Business Expenses"))
    VAR Financial = CALCULATE(SUM(Expenses[Amount]),FILTER(Expenses,Expenses[Category] = "Financial Fees"))
    Var Totalexpense = Calculate(SUM(Expenses[Amount]))
    Var Grossprofit = (Totalrevenue - Totalexpense)
    VAR Taxes = (Totalrevenue * 0.15)
    VAR Netprofit = Grossprofit - Taxes
    Return
    Netprofit


    later i created a "before" measure that calculates all net profit from my inital date to selected date in the following measure :

    before = VAR seldate = MAX(DateTable[Date])
    RETURN
    CALCULATE([Net Profit],DATESBETWEEN(DateTable[Date],"8/1/2022",seldate))


    Then i made my current payout which is 

    Current Payout = 
    [Net Profit] * MAX(Investors[Percentage])


    and finally i have the total payout which is :

    Total Payout = ([before] * MAX(Investors[Percentage])) + MAX(Investors[Initial Value])


    here are some photos of my results :
    for week 1ā€ƒ:



    for week 2:

    ā€ƒ
    all is left is for me to create a previous payout measure which i already know how to solve half of it i just need a similar calcualtion to the "before" measure but he seldate is 1 week before can anyone help?