Forum Discussion

VikrantC's avatar
VikrantC
Helper I
4 years ago
Solved

CalculateTable

 I am new to Power BI and if someone can help it will be great.  I want to create three portfolios by using the following stock prices.  I want to create a CalculateTable to show the three portfolios...
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  • VikrantC's avatar
    VikrantC
    4 years ago

    Thanks.  The Portfolio of two would be 50% each.  I would use the DAX to calculate that.  I cannit use Matrix as I want to use that table.

     

     

  • v-yanjiang-msft's avatar
    v-yanjiang-msft
    4 years ago

    Hi VikrantC ,

    Actually I'm not very clear about your expected result. By my understanding, I create a table that summarizes categories by date.

    Table 2 =
ADDCOLUMNS (
    VALUES ( 'Table'[Dates] ),
    "Company",
        CONCATENATEX (
            FILTER ( ALL ( 'Table' ), 'Table'[Dates] = EARLIER ( 'Table'[Dates] ) ),
            'Table'[Company],
            ","
        ),
    "Price",
        SUMX (
            FILTER ( ALL ( 'Table' ), 'Table'[Dates] = EARLIER ( 'Table'[Dates] ) ),
            'Table'[Price]
        )
)

    Get this result.

    If this is not your expected result, could you please display the expected result in Excel.

     

    I attach my sample below for reference.

    Best Regards,
    Community Support Team _ kalyj

    If this post helps, then please considerAccept it as the solution to help the other members find it more quickly.

littlemojopuppy's avatar
littlemojopuppy
Community Champion
4 years ago

VikrantC I have several questions...

 

First, what do you mean when you say "I want to create a CalculateTable to show the three portfolios...".  Are you saying you want to create three table or matrix visualizations?  If so, CALCULATETABLE is completely unnecessary for this.

 

Second, you mention portfolio value.  It's impossible to have portfolio value with the data you shared.  You have stock prices but no quantities.  You might be able to assume the same number of shares given you said 50/50 split between Microsoft and Apple, but my inner accountant is screaming quantity!

 

Third, how are you measuring portfolio performance?

VikrantC's avatar
VikrantC
Helper I
4 years ago

Thanks.  The Portfolio of two would be 50% each.  I would use the DAX to calculate that.  I cannit use Matrix as I want to use that table.