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Anonymous's avatar
Anonymous
Not applicable
8 years ago
Solved

Value between 2 dates

I need to calculate a measure which will always give me the most up todate value (the max date) for the NAV divided by the NAV on the a number of date ranges eg the last month, the last 3 months, the last year. I am trying to calculate the % between any of these two periods. The data is set out below. Thanks in advance. 

 

  • Hi Anonymous

     

    Here is one approach to consider as a calculated measure.  Just replace where I have Table 3 with your own table and set the format to Percent.

     

     

    Measure 2 = 
    VAR MonthsToLookBack = 3
    VAR maxDate = MAX('Table 3'[Date])
    VAR otherDate = CALCULATE(MAX('Table 3'[Date]),FILTER('Table 3','Table 3'[Date] < DATEADD('Table 3'[Date],MonthsToLookBack,MONTH)))
    
    VAR LatestNAV = CALCULATE(MAX('Table 3'[Nav]),FILTER('Table 3',[Date]=maxDate))
    VAR otherNAV = CALCULATE(MAX('Table 3'[Nav]),FILTER('Table 3',[Date]=otherDate))
    RETURN DIVIDE (LatestNAV - otherNAV,LatestNAV)

     

8 Replies

  • Phil_Seamark's avatar
    Phil_Seamark
    Microsoft Employee

    Hi Anonymous

     

    Here is one approach to consider as a calculated measure.  Just replace where I have Table 3 with your own table and set the format to Percent.

     

     

    Measure 2 = 
    VAR MonthsToLookBack = 3
    VAR maxDate = MAX('Table 3'[Date])
    VAR otherDate = CALCULATE(MAX('Table 3'[Date]),FILTER('Table 3','Table 3'[Date] < DATEADD('Table 3'[Date],MonthsToLookBack,MONTH)))
    
    VAR LatestNAV = CALCULATE(MAX('Table 3'[Nav]),FILTER('Table 3',[Date]=maxDate))
    VAR otherNAV = CALCULATE(MAX('Table 3'[Nav]),FILTER('Table 3',[Date]=otherDate))
    RETURN DIVIDE (LatestNAV - otherNAV,LatestNAV)

     

    • Anonymous's avatar
      Anonymous
      Not applicable

      Hi Phil, I copied this over to my model and the measure isn't producing any results. If I have to include Year to date and since inception could you explain what alternations I need to make to your measure 

       

    • Anonymous's avatar
      Anonymous
      Not applicable

      Finally figured it out! Thanks. 

    • Anonymous's avatar
      Anonymous
      Not applicable

      Hi Phil, 

       

      Any chance you can show how I would adjust to fact in year to date and since inception dates. 

    • Anonymous's avatar
      Anonymous
      Not applicable

      Ashish, Thanks so much for you help. I'm getting there but keep hitting dax roadblocks;your input is invaluable and much appreciated. Thanks.