Forum Discussion
Annualised rolling return - DAX/Calculated Column
" 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.
"I assume this should be 'Single' with CalendarTable as the primary table?"
Correct
"Could I simply modify the 'AVERAGEX' here with 'PRODUCTX' "
I guess so. I don't understand that whole compounding part (not a finance person) so you're on your own here I'm afraid.
I will have a go with the productx function, shouldnt be terrible to factor about.
However I can see you seem to have got it to report at month end level, for some reason mine will only report daily (I assume because of my Calender Table setup?). I tried converting it to a date heirarchy to counter this but it wont generate month end - do you have my PBIX updated with your calculations so I might compare with the full file?
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?
Thank you again for your help this seems to be working so far, once I get the dates working/PRODUCTX functioning I can post results in here and close.