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Hi,
Im trying to calculate the XIRR for CFs in which a terminal value is added at the cutoff date. The original table JointforCFs contain Asset, Investor, Date and Cashflows. The cutoff date is a filter coming from a separate table VALUATIONDATE so I use a measure for it [S]. The Cashflows to consider are from inception (since first cashflow different from 0 depending on investor and asset) till cutoffdate, for this I use a measure [B&S CF] which is based on the measure [Consider B&S]. The terminal value is also a measure [Fair Value] based on CFs from the cutoffdate onwards [DDM CF]. Another measure display the B&S cashflow plus terminal value [B&S + FV] but when I tried to use this cashflows and modified date column which is a measure [BS Date] for the XIRR [IRR] it says cant display visual. Could anyone help me? Ive been trying for weeks now.
Here is how the original table looks like (the CFs have a lot of zeros at the beggining because it join several assets and investors whose starting date differs)
This is how the measures looklike (B&H CF is the original CF column from the orignal table) Cutoff dateselected as an example is 30.09.2023
Here are the mentioned measures:
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