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Anonymous's avatar
Anonymous
Not applicable
4 years ago

Calculating Cumulative Returns from Daily Returns tables

I work in financial services and am new to Power BI (from Qlik).  All of our data is in the form of a daily date column and daily returns for portfolios, benchmarks, stocks, etc.  I would like to u...
Anonymous's avatar
Anonymous
Not applicable
4 years ago

This is what I have now:

 

Cumm Total = var minDate = CALCULATE( MIN('Date'[Date]), ALLSELECTED('Date'))
var maxDate = MAX('Date'[Date])
return CALCULATE( SUM('MH-ALL'[Dividend Yield]), REMOVEFILTERS('Date'), 'Date'[Date] >= minDate && 'Date'[Date] <= maxDate)
 
Correct? That still gives me daily returns as before.
johnt75's avatar
johnt75
Icon for Super User rankSuper User
4 years ago

That looks correct to me. You are using a column from the Date table on your visual, not a column from the MH-ALL table?

Are there any other filters being applied, or any other relationships which could be impacting on the calculation?