CalculateTable

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.

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

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