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leonardosoares
Regular Visitor

Calcular IPCA acumulado até o mês no PowerBI

Como calcular o valor do acumulado do IPCA no ano até o mês atual de forma que o acumulado do mês de janeiro é o proprio janeiro e os demais é definido pela seguinte formula no excel: =(1+IPCA_NO_MÊS/100)*IPCA_NO_MÊS_ANTERIOR)+IPCA_NO_MÊS

 

Tabela IPCA mês a mês - 2018
IPCAValor (%)Acumulado do ano (%)
jan/180,290,29
fev/180,320,61
mar/180,090,70
abr/180,220,92
mai/180,41,33
jun/181,262,60
jul/180,332,94
ago/18-0,092,85
set/180,483,34
out/180,453,81
nov/18-0,213,59
dez/180,153,75
5 REPLIES 5
camargos88
Community Champion
Community Champion

@leonardosoares ,

 

Fiz essa solução em Power Query:

 

let _index = [Index] in
List.Accumulate(Table.SelectRows(#"Added Index", each [Index] <= _index)[#"Valor (%)"],
0, (s,c) =>
(1 + c / 100) * s + c
)

 

Capture.PNG

 

esse é o mcode:

let
Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("RczLDkAwEIXhd5l1hY5LeJbGoqKEoIlLF56eTM3YfjnnNwZmu6W6BgWZwgZaZWBwgSVHktXuLFnc2E4EeTOxFATz9YW1wuqTRcJ5zIw+SiLlw53SqUn89UtJsvkgN9REvbt5pN9R+wA=", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [IPCA = _t, #"Valor (%)" = _t]),
#"Changed Type" = Table.TransformColumnTypes(Source,{{"IPCA", type date}, {"Valor (%)", type number}}),
#"Renamed Columns" = Table.RenameColumns(#"Changed Type",{{"IPCA", "Date"}}),
#"Added Index" = Table.AddIndexColumn(#"Renamed Columns", "Index", 0, 1),
#"Added Custom" = Table.AddColumn(#"Added Index", "Custom", each let _index = [Index] in
List.Accumulate(Table.SelectRows(#"Added Index", each [Index] <= _index)[#"Valor (%)"],
0, (s,c) =>
(1 + c / 100) * s + c
))
in
#"Added Custom"

 

Vou tentar fazer em DAX também.

 



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camargos88
Community Champion
Community Champion

@leonardosoares ,

 

Tenta essa medida:

 

Running Total = CALCULATE(SUM('Table'[Valor (%)]), FILTER(ALL('Table'[IPCA]), 'Table'[IPCA] <= MAX('Table'[IPCA])))
 
O certo é ter uma tabela de datas sem interrupções, e faz todo o calculo usando essa tabela. Ai você pode usar também as funções de inteligencia de tempo: https://docs.microsoft.com/pt-br/dax/time-intelligence-functions-dax#:~:text=Data%20Analysis%20Expre...
 
Capture.PNG


Did I answer your question? Mark my post as a solution!

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No powerbi existe a coluna data que está relacionada com minha dCalendario, a minha dificudade está em fazer o calculo dos juros compostos do IPCA porque não é um simples calculo acumulado até o mês.

 

leonardosoares_0-1594055120396.png

 

Formula de calculo no excel: (1+IPCA_NO_MÊS/100)*IPCA_NO_MÊS_ANTERIOR)+IPCA_NO_MÊS

 

leonardosoares_0-1594056024356.png

 

amitchandak
Super User
Super User

@leonardosoares , see if this can help

https://www.youtube.com/watch?v=xj_mmlszm-k

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jpa
Regular Visitor

No relatório é fácil, basta criar uma tabela, colocar o ANO, depois valor e pronto.

Agora por dax, também fico no aguardo.

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