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Anonymous
Not applicable

User input in a calculated table

Hi,

I have a 'Is it possible?' question. 

 

I have a table like below:

Daily Returns - Table 1 

Date                                 AAA             AA                     A                        BBB                    BB                      B                      HY                 
2019-07-010.02%-0.02%0.04%0.03%0.03%0.03%0.14%
2019-07-020.01%0.00%-0.02%0.05%0.01%2.07%0.08%
2019-07-030.01%0.01%0.01%0.02%0.02%0.03%0.17%
2019-07-040.01%0.01%0.01%0.02%0.02%0.03%0.01%

 

There is also a table like below:

Betas - Table 2

Betas                       AAA      AA          A              BBB             BB                    B                   
 0.160.310.420.671.081.05
 0.200.51.20.200.51.2
 0.300.920.300.92
 0.400.43.40.400.43.4

 

Now, I want to provide the user with an option to select a beta for each field using a slicer option on the dashboard for each field.

 

Next, I want to have a calculated table as below:

where each cell is calculated using the following example:

Red highlighted cell = AAA Daily Return - AAA Beta (value selected by the user in the slicer) * HY Daily Return (Daily Returns for the corresponding dates)

 

Beta Adjusted Daily Returns - Table 3

Date                            AAA                AA                    A                           BBB                   BB                    B                         
2019-07-010.00%-0.06%-0.02%-0.07%-0.13%-0.12%
2019-07-020.00%-0.02%-0.05%0.00%-0.07%1.98%
2019-07-03-0.02%-0.04%-0.06%-0.10%-0.16%-0.15%
2019-07-040.01%0.01%0.01%0.01%0.01%0.02%

 

And I will have another calculated table:

where each cell is calculated as sum of beta adjusted daily returns till that particular date

Beta Adjusted Cumulative Returns - Table 4

Date                          AAA                       AA                      A                        BBB                   BB                        B                    
7/1/20190.00%-0.06%-0.02%-0.07%-0.13%-0.12%
7/2/20190.00%-0.08%-0.07%-0.07%-0.20%1.86%
7/3/2019-0.02%-0.12%-0.13%-0.17%-0.36%1.71%
7/4/2019-0.01%-0.11%-0.12%-0.16%-0.35%1.72%

 

 

Now, making all of this is simple enough. But the catch is, I need the Beta table to be an user input in slicer form such that the user selects the values of the betas for different parameters which then calculates Tables 3 and 4 and displays them in a visual.

 

To summarize:

1. Table 1 is raw data available from the source.

2. Table 2 needs to be an user selection from a dashboard slicer.

3. Tables 3 and 4 will be calculated using Table 1 and user-selected values in Table 2.

 

How can I make this possible in a PowerBI report? Need to understand how Table 3 will be created/coded in particular.

 

Will be really grateful if someone could help me figure this out! Thanks a ton.

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