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Anonymous's avatar
Anonymous
Not applicable
5 years ago
Solved

Annualised rolling return - DAX/Calculated Column

Good Day   Not sure if this is possible or not - I have a data stream of average returns over time and I wanted to create a calculated column or a measure which can calculate the annualised returns...
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  • lbendlin's avatar
    lbendlin
    5 years ago

    " I can see you seem to have got it to report at month end level"

     

    I use the calendar date for the X axis but I have a visual filter set 

    That way only days that have data are considered for rendering in the visual. The measure still works, even for dates that have no data.

     

    "To confirm - each row in the table you screenshotted in your output has the 'average' of the prior 12/36/60 months of data from the corresponding date point? "

     

    Correct.

Anonymous's avatar
Anonymous
Not applicable
5 years ago

lbendlin I've uploaded the PBIX to my googledrive along with an excel file with expected results , however in terms of expected results I dont mind if these come out in columns/seperate table or can just be a measure itself that would plot to a line chart.

 

https://drive.google.com/drive/folders/10MPYi78juYMAe92Z2rnx6cVPgirW9vDc?usp=sharing 

 

(can't share it directly here for some reason) 

 

Let me know if you have any issues accessing. Thank you again