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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

     

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