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praveenjujare's avatar
praveenjujare
Icon for Helper I rankHelper I
1 year ago
Solved

Need help creating new column

 Share adjustment price =   VAR _INDEX = MAX('Investment'[Index])     VAR _INDEX_1 = _INDEX - 1     VAR a = SUMX('Investment', 'Investment'[Qty])     VAR b = SUMX('Investment', 'Investm...
Unable to get correct values
  • Anonymous's avatar
    Anonymous
    1 year ago

    Hi praveenjujare ，

     

    Pease try:

    Column = 
IF(
    'Investment'[Transaction Type] = "Shares Adjustment",
    VAR PreviousRowPrice = CALCULATE(
        MAX('Investment'[Price]),
        FILTER(
            'Investment',
            'Investment'[Index] = EARLIER('Investment'[Index]) - 1
        )
    )
    VAR PreviousRowClosingShare = CALCULATE(
        MAX('Investment'[Closing Share]),
        FILTER(
            'Investment',
            'Investment'[Index] = EARLIER('Investment'[Index]) - 1
        )
    )
    RETURN
        (PreviousRowPrice * PreviousRowClosingShare) / 'Investment'[Closing Share],
    BLANK()
)

     

    Best Regards,

    Bof

     

Anonymous's avatar
Anonymous
Not applicable
1 year ago

Hi praveenjujare ,

 

Based on the DAX you provided, I’m not able to fully understand the calculation logic for this new column. Could you please describe the calculation logic for this column in words?

 

Best Regards,

Bof

praveenjujare's avatar
praveenjujare
Icon for Helper I rankHelper I
1 year ago

When transaction type = share adjustment then (previous row of price * previous row of closing share )/ present row of closing share

 

Example:   (65.4 * 273000)/2730000

  • Anonymous's avatar
    Anonymous
    Not applicable
    1 year ago

    Hi praveenjujare ，

     

    Pease try:

    Column = 
IF(
    'Investment'[Transaction Type] = "Shares Adjustment",
    VAR PreviousRowPrice = CALCULATE(
        MAX('Investment'[Price]),
        FILTER(
            'Investment',
            'Investment'[Index] = EARLIER('Investment'[Index]) - 1
        )
    )
    VAR PreviousRowClosingShare = CALCULATE(
        MAX('Investment'[Closing Share]),
        FILTER(
            'Investment',
            'Investment'[Index] = EARLIER('Investment'[Index]) - 1
        )
    )
    RETURN
        (PreviousRowPrice * PreviousRowClosingShare) / 'Investment'[Closing Share],
    BLANK()
)

     

    Best Regards,

    Bof