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alearner's avatar
alearner
Helper I
1 year ago
Solved

Growth rate calculation

Hello, I am trying to compare the Growth Rate for a Set of Mutula Fund Schemes. I have a table which has the NAV for the last couple of years and the table name is NAV.   As a first step what I hav...
  • alearner's avatar
    alearner
    1 year ago

    Dangar332 I achieved what I wanted to implement however I had to take the help of Python to achieve it. I used Pyth to achieve what I was implementing via the below code.

    GrowthRate =
      var minDate = MIN('Date'[Date])
      var maxDate = MAX('Date'[Date])
      var nonnullDate = CALCULATE(MAX('Date'[Date]),
                        FILTER(ALL(NAV),
                        NAV[navDate] <= MAX('Date'[Date]) &&
                        (NAV[navValue]) <> 0
                            ))
       VAR nonblanknav = CALCULATE(
                            sum(NAV[navValue]),
                            'Date'[Date] = nonnullDate)
      return nonblanknav.
     
    I imported the data in PowerBI and then using the below code I achieved the final result:
    GrowthRate =
        var strtdt = CALCULATE(MIN('Date'[Date]), ALLSELECTED('Date'))
        var enddt = MAX('Date'[Date])
        var mindateNAV = CALCULATE(
                         SUM(ALL_NAV[navValue]),
                         'Date'[Date]= strtdt
        )
        VAR change = SUM(ALL_NAV[navValue])-mindateNAV
    RETURN DIVIDE(change,mindateNAV)
    The Graph: As you can see I can do a comparison on what the returns have been over the specified time duration selected in slicer.