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Herson's avatar
Herson
Regular Visitor
4 years ago
Solved

How to calculate Annualization In Dax? Help needed!

Hi,

I am having trouble calculate Annualized Return on Assets.
The expected calculation is Earning/Asset*(Selected Month/12).
There are two tables: Date Table and Pivoted Financial table shown below.


What I hope to achieve is having a dax calcualtion where I could select any given month period the
(Selected month) in the bracket will change accordingly.
ROA(KPI) = [AA_400000]/(Selected month)*12/[AA_500000]

I wonder how this could be done in the dax formula? The output will be a percentage figure.

  • If the two tables are related by Date, you can use something like:

     

    ROA(KPI) = 
    VAR SELECTED_MONTH = MONTH(SELECTEDVALUE(DATE_TABLE[DATE]))

    RETURN

    [AA_400000]/SELECTED_MONTH*12/[AA_500000]

     

    Note that it will only work in a table visual.

2 Replies

  • If the two tables are related by Date, you can use something like:

     

    ROA(KPI) = 
    VAR SELECTED_MONTH = MONTH(SELECTEDVALUE(DATE_TABLE[DATE]))

    RETURN

    [AA_400000]/SELECTED_MONTH*12/[AA_500000]

     

    Note that it will only work in a table visual.

    • Herson's avatar
      Herson
      Regular Visitor

      Hi filipeoliveira,

       

      Thanks for looking into the problem. It worked!

       

      Laurence