topic Re: How to calculate growth of initial investment over time in DAX Commands and Tips

How to calculate growth of initial investment over time

Anonymous — Fri, 06 Mar 2020 16:24:06 GMT

Daily Return %	Growth
	10000
0.607	10060.769	=B2 * ( 1 + A3/100)
0.502	10111.373	=B3 * ( 1 + A4/100)
0.399	10151.813	=B4 * ( 1 + A5/100)
-0.702	10080.470	=B5 * ( 1 + A6/100)

Hi ,

I have a column in my dataset with daily return percentage, now I need to create a meausre or caluclated column that starts with $10000 initial investment and calculate the growth based on daily return.

I have attched Excel formulas to show the calculation method.

Ideally the frmula should respond to fund selection by the user ( slicer ).

Can be done in Power BI?

Thank you

Re: How to calculate growth of initial investment over time

Anonymous — Fri, 06 Mar 2020 18:03:45 GMT

There's no file attached.

For such calculations, you have to use:
https://dax.guide/productx/

Best
D

Re: How to calculate growth of initial investment over time

Greg_Deckler — Fri, 06 Mar 2020 21:17:13 GMT

Very likely, if you could share you Excel file via OneDrive or Box or something that would greatly assist.

Re: How to calculate growth of initial investment over time

Anonymous — Mon, 09 Mar 2020 21:48:21 GMT

Hi Gerg,

I added coumn header and row numbers to the image to better understand the formula. I hope this helps.