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KAYKAY1811
Regular Visitor

XIRR

I have a table with Date, Fund Name, Amount (Negative or Positive). I would like to calculate XIRR for EACH Fund Name in the table. Please help

1 ACCEPTED SOLUTION
Greg_Deckler
Community Champion
Community Champion

@KAYKAY1811 

Measure = XIRR('Table',[Amount]),[Date])

XIRR function (DAX) - DAX | Microsoft Docs

Create a table visual. Put Fund Name and Measure into the table.



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2 REPLIES 2
KAYKAY1811
Regular Visitor

Thanks. Can I make another request. The table has also a column named "Owner". This means "same" fund can be owned by different person. Of course each "Owner" fund will have a atleast ONE positive or negative number. XIRR formula works well. But, if I try to do sub-category based on "owner', it gives error. Please assist.

Greg_Deckler
Community Champion
Community Champion

@KAYKAY1811 

Measure = XIRR('Table',[Amount]),[Date])

XIRR function (DAX) - DAX | Microsoft Docs

Create a table visual. Put Fund Name and Measure into the table.



Follow on LinkedIn
@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
DAX For Humans

DAX is easy, CALCULATE makes DAX hard...

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