Reply
SKA007
New Member

DAX Formula for Finance KPI

Hi ,

Can anyone share me the DAX formulas for below Finance KPI Ratio.

GP Margin
EBITDA margin
NP Margin
Current Ratio
Liquidity Ratio
Return on Investment Ratio
Return on Capital Employed Ratio
Earning per Share
Dividend Yield Ratio
Net Profit to Net worth Ratio
Inventory Turnover Ratio
Working Capital Turnover Ratio
Fixed Asset Turnover Ratio
Capital Turnover Ratio
Debt Equity Ratio
Proprietary Ratio
Capital Gearing Ratio
Debt Service Ratio
1 ACCEPTED SOLUTION
Greg_Deckler
Super User
Super User

@SKA007 Do you have sample data that you can share? Otherwise, it's just the standard formulas for this stuff, such as:

GP Margin = DIVIDE( SUM('Table'[Revenue]) - SUM('Table'[Costs]), SUM('Table'[Revenue]) )

I have a few of these in the Quick Measure Gallery: Gross Margin, Revenue and Cost (GMRC) - Microsoft Fabric Community



Follow on LinkedIn
@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
Power BI Cookbook Third Edition (Color)

DAX is easy, CALCULATE makes DAX hard...

View solution in original post

1 REPLY 1
Greg_Deckler
Super User
Super User

@SKA007 Do you have sample data that you can share? Otherwise, it's just the standard formulas for this stuff, such as:

GP Margin = DIVIDE( SUM('Table'[Revenue]) - SUM('Table'[Costs]), SUM('Table'[Revenue]) )

I have a few of these in the Quick Measure Gallery: Gross Margin, Revenue and Cost (GMRC) - Microsoft Fabric Community



Follow on LinkedIn
@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
Power BI Cookbook Third Edition (Color)

DAX is easy, CALCULATE makes DAX hard...
avatar user

Helpful resources

Announcements
Las Vegas 2025

Join us at the Microsoft Fabric Community Conference

March 31 - April 2, 2025, in Las Vegas, Nevada. Use code MSCUST for a $150 discount!

FebPBI_Carousel

Power BI Monthly Update - February 2025

Check out the February 2025 Power BI update to learn about new features.

Feb2025 NL Carousel

Fabric Community Update - February 2025

Find out what's new and trending in the Fabric community.

Top Solution Authors (Last Month)
Top Kudoed Authors (Last Month)