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juanmontes's avatar
juanmontes
Frequent Visitor
4 years ago
Solved

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 :     Could you help me to reproduce ...
  • v-jianboli-msft's avatar
    4 years ago

    Please follow these steps:

    1. Pivot the table

     

     

    2. Then change the data type of these values

     

    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

     

    5. Apply it to a card

     

    Final output:

     

    Best Regards,

    Jianbo Li

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