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hello everyone, i am trying to build a table in pbix where it shows me payout of investors over a course of periods from my selected date, but i only have calculated measures for this case
you may find my pbix file here:
https://1drv.ms/u/s!Ag9tIyk2ofNRjkTpg8L4VKb3_Rzw?e=EBa9Wn
and a glimpse of my table how i want the design to be:
and below, you can find my desired results and a walkthrough of how i want it calculated:
for the inital week (when investment was made) :
and then for selected period after( in my case week 2):
@tamerj1 @amitchandak @daXtreme @Jihwan_Kim @johnt75 and of course anyone who has an idea please help
Solved! Go to Solution.
i finally found a solution for me and i will guide you through the steps :
first i created a net profit measure
Net Profit =
VAR Totalrevenue = Calculate(SUM(Revenue[Amount]))
VAR Payroll = CALCULATE(SUM(Expenses[Amount]),FILTER(Expenses,Expenses[Category] = "Payroll Expenses"))
VAR Business = CALCULATE(SUM(Expenses[Amount]),FILTER(Expenses,Expenses[Category] = "Business Expenses"))
VAR Financial = CALCULATE(SUM(Expenses[Amount]),FILTER(Expenses,Expenses[Category] = "Financial Fees"))
Var Totalexpense = Calculate(SUM(Expenses[Amount]))
Var Grossprofit = (Totalrevenue - Totalexpense)
VAR Taxes = (Totalrevenue * 0.15)
VAR Netprofit = Grossprofit - Taxes
Return
Netprofit
later i created a "before" measure that calculates all net profit from my inital date to selected date in the following measure :
before = VAR seldate = MAX(DateTable[Date])
RETURN
CALCULATE([Net Profit],DATESBETWEEN(DateTable[Date],"8/1/2022",seldate))
Then i made my current payout which is
Current Payout =
[Net Profit] * MAX(Investors[Percentage])
and finally i have the total payout which is :
Total Payout = ([before] * MAX(Investors[Percentage])) + MAX(Investors[Initial Value])
here are some photos of my results :
for week 1 :
for week 2:
all is left is for me to create a previous payout measure which i already know how to solve half of it i just need a similar calcualtion to the "before" measure but he seldate is 1 week before can anyone help?
Edit: i found a way to get previous payout
first i find the pre before:
pre before =
VAR _min =
MIN ( 'DateTable'[Date] )
VAR _Max =
MAX ( 'DateTable'[Date] )
VAR _days =
COUNTROWS ( CALENDAR ( _min, _Max ) )
VAR seldate = CALCULATE(MAX(DateTable[Date]),FILTER ( ALL ( DateTable ), [Date] <= _Max - _days && [Date] >= _min - _days ))
RETURN
CALCULATE([Net Profit],DATESBETWEEN(DateTable[Date],"8/1/2022",seldate))
then previous payout is:
pre Payout = ([pre before] * MAX(Investors[Percentage])) + MAX(Investors[Initial Value])
i finally found a solution for me and i will guide you through the steps :
first i created a net profit measure
Net Profit =
VAR Totalrevenue = Calculate(SUM(Revenue[Amount]))
VAR Payroll = CALCULATE(SUM(Expenses[Amount]),FILTER(Expenses,Expenses[Category] = "Payroll Expenses"))
VAR Business = CALCULATE(SUM(Expenses[Amount]),FILTER(Expenses,Expenses[Category] = "Business Expenses"))
VAR Financial = CALCULATE(SUM(Expenses[Amount]),FILTER(Expenses,Expenses[Category] = "Financial Fees"))
Var Totalexpense = Calculate(SUM(Expenses[Amount]))
Var Grossprofit = (Totalrevenue - Totalexpense)
VAR Taxes = (Totalrevenue * 0.15)
VAR Netprofit = Grossprofit - Taxes
Return
Netprofit
later i created a "before" measure that calculates all net profit from my inital date to selected date in the following measure :
before = VAR seldate = MAX(DateTable[Date])
RETURN
CALCULATE([Net Profit],DATESBETWEEN(DateTable[Date],"8/1/2022",seldate))
Then i made my current payout which is
Current Payout =
[Net Profit] * MAX(Investors[Percentage])
and finally i have the total payout which is :
Total Payout = ([before] * MAX(Investors[Percentage])) + MAX(Investors[Initial Value])
here are some photos of my results :
for week 1 :
for week 2:
all is left is for me to create a previous payout measure which i already know how to solve half of it i just need a similar calcualtion to the "before" measure but he seldate is 1 week before can anyone help?
Edit: i found a way to get previous payout
first i find the pre before:
pre before =
VAR _min =
MIN ( 'DateTable'[Date] )
VAR _Max =
MAX ( 'DateTable'[Date] )
VAR _days =
COUNTROWS ( CALENDAR ( _min, _Max ) )
VAR seldate = CALCULATE(MAX(DateTable[Date]),FILTER ( ALL ( DateTable ), [Date] <= _Max - _days && [Date] >= _min - _days ))
RETURN
CALCULATE([Net Profit],DATESBETWEEN(DateTable[Date],"8/1/2022",seldate))
then previous payout is:
pre Payout = ([pre before] * MAX(Investors[Percentage])) + MAX(Investors[Initial Value])
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