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dmbd1904's avatar
dmbd1904
Helper III
6 years ago
Solved

XIRR DAX Help

Hi I've been trying for hours to make this work without success. Does anybody know if it's possible to use a measure as the cashflow part of a XIRR function?

 

Measure 2 =
VAR CALC2=
(-CALCULATE(
    SUM('Asta'[Property Commercial Value]),Asta[Activity]="Ready to Snag",Asta[Attribute]="Forecast Finish"))

+
CALCULATE(
    SUM('Salesforce Properties'[Agreed_Price__c]),USERELATIONSHIP('Calendar'[Date],'Salesforce Properties'[Forecast_Closed_Date_Sales__c]))



RETURN XIRR('Calendar',CALC2,'Calendar'[Date])
  • Hi v-xicai, the issue was where the cashflow calculations returned a blank value. To overcome this I used an IfError statement within the XIRR calc. Thanks for your replies

4 Replies

  • v-xicai's avatar
    v-xicai
    Community Support

    Hi dmbd1904 ,

     

    For the article of XIRR function, we know the table in function is like cashflow table instead of a calendar table,  You may change the formula like DAX below. Or you may show us your formula error message for further analysis.

     

    Syntax: XIRR(<table>, <values>, <dates>, [guess])

     

    Measure 2 =
    
    VAR CALC2=
    
    (-CALCULATE(
    
        SUM('Asta'[Property Commercial Value]),Asta[Activity]="Ready to Snag",Asta[Attribute]="Forecast Finish"))
    
    +
    
    CALCULATE(
    
        SUM('Salesforce Properties'[Agreed_Price__c]),USERELATIONSHIP('Calendar'[Date],'Salesforce Properties'[Forecast_Closed_Date_Sales__c]))
    
    
    RETURN XIRR('Asta',CALC2,'Calendar'[Date])

     

    For reference:

     

    Rolling XIRR Calculation

     

    XIRR in differents periods

     

    Solution to XIRR with Terminal Values

     

    Best Regards,

    Amy 

     

    Community Support Team _ Amy

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

  • v-xicai's avatar
    v-xicai
    Community Support

    Hi   dmbd1904 ,

     

    Does that make sense? If so, kindly mark the proper reply as a solution to help others having the similar issue and close the case. If not, let me know and I'll try to help you further.

     

    Best regards

    Amy

    • dmbd1904's avatar
      dmbd1904
      Helper III

      Hi v-xicai, the issue was where the cashflow calculations returned a blank value. To overcome this I used an IfError statement within the XIRR calc. Thanks for your replies