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juanmontes
Frequent Visitor

Translate excel RATE function to DAX

Hi,

 

I've tried to use RATE function in DAX  like in Excel, but without success.  Some explanation about as I want to do:

 

I've the following data :

 

juanmontes_2-1656412598423.png

 

Could you help me to reproduce this function, please?

 

Thanks in advance,

 

Juan

 

1 ACCEPTED SOLUTION
v-jianboli-msft
Community Support
Community Support

Please follow these steps:

1. Pivot the table

vjianbolimsft_0-1656668112141.png

 

vjianbolimsft_1-1656668112144.png

 

2. Then change the data type of these values

vjianbolimsft_2-1656668112145.png

 

3. Create a Measure, here is the DAX:

 

FIELD =

VAR _a =

    SWITCH (

        MAX ( [Periodicity] ),

        "Monthly", 1,

        "Quarterly", 3,

        "Semiannual", 2,

        12

    )

VAR _b =

    SWITCH (

        MAX ( [Periodicity] ),

        "Monthly", 12,

        "Quarterly", 4,

        "Semiannual", 2,

        1

    )

VAR _r =

    RATE (

        DIVIDE ( MAX ( [Duration] ), _a ),

        MAX ( [Base] ) * MAX ( [COEFF] ),

        - MAX ( [Base] ),

        MAX ( [Residual Value] ),

        MAX ( [Arrear ->0 / Advance -> 1] )

    )

RETURN

IF ( ISBLANK ( MAX ( [COEFF] ) ), 0, _b * _r )

4. Change the format of the measure

 

vjianbolimsft_3-1656668112146.png

5. Apply it to a card

 

Final output:

vjianbolimsft_4-1656668112146.png

 

Best Regards,

Jianbo Li

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

2 REPLIES 2
v-jianboli-msft
Community Support
Community Support

Please follow these steps:

1. Pivot the table

vjianbolimsft_0-1656668112141.png

 

vjianbolimsft_1-1656668112144.png

 

2. Then change the data type of these values

vjianbolimsft_2-1656668112145.png

 

3. Create a Measure, here is the DAX:

 

FIELD =

VAR _a =

    SWITCH (

        MAX ( [Periodicity] ),

        "Monthly", 1,

        "Quarterly", 3,

        "Semiannual", 2,

        12

    )

VAR _b =

    SWITCH (

        MAX ( [Periodicity] ),

        "Monthly", 12,

        "Quarterly", 4,

        "Semiannual", 2,

        1

    )

VAR _r =

    RATE (

        DIVIDE ( MAX ( [Duration] ), _a ),

        MAX ( [Base] ) * MAX ( [COEFF] ),

        - MAX ( [Base] ),

        MAX ( [Residual Value] ),

        MAX ( [Arrear ->0 / Advance -> 1] )

    )

RETURN

IF ( ISBLANK ( MAX ( [COEFF] ) ), 0, _b * _r )

4. Change the format of the measure

 

vjianbolimsft_3-1656668112146.png

5. Apply it to a card

 

Final output:

vjianbolimsft_4-1656668112146.png

 

Best Regards,

Jianbo Li

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

amitchandak
Super User
Super User

@juanmontes , is this not one financial function supported?

https://www.youtube.com/watch?v=9VYqbj2h4zE

https://www.youtube.com/watch?v=6oaSdjZ_FLQ

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