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maasool's avatar
maasool
Icon for Helper I rankHelper I
2 years ago

Calculation help, data from multiple tables

I have three tables: 1. Table PRICES with multiple ISIN's (securities) and their PRICE by each DATE; 2. Table, where are number of securities (AMOUNT) by each ISIN per different PORTFOLIO. In thi...
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Anonymous's avatar
Anonymous
Not applicable
2 years ago

Hi maasool ,

I think you might need to use a date table and a measure to create a power pivot with amount and value of securities by portfolio and date in Power BI. You can use a date table to filter and group your data by different time periods, and use a measure to calculate the value of securities by multiplying the amount and price columns. You can also use time intelligence functions in DAX to compare values across different dates.

 

 

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If it does not help, please provide more details with your desired output and pbix file without privacy information (or some sample data) .

 

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