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Anonymous's avatar
Anonymous
Not applicable
8 years ago
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Calculating a value using data in two separate columns

I have two models - Index and Porfolio. I need to calculate the difference in weightings between the two. The models have a relationship based on the unique identifier (ISIN). There is also a relatio...
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  • Anonymous's avatar
    Anonymous
    8 years ago

    Anonymous,

    In your PBIX file, I find that you create one-many relationship uising ISIN field between the Index table and Porfolio table. However, the Index table doesn't contain all the ISIN records of Porfolio table, you can review the following table visual. This is the reason why you don't get correct value of  Portfolio Weight - Index Weight.


    But for those match ISIN records, you can get correct number for  Portfolio Weight - Index Weight.


    Regrads,
    Lydia

Anonymous's avatar
Anonymous
Not applicable
8 years ago

Anonymous,

In your PBIX file, I find that you create one-many relationship uising ISIN field between the Index table and Porfolio table. However, the Index table doesn't contain all the ISIN records of Porfolio table, you can review the following table visual. This is the reason why you don't get correct value of  Portfolio Weight - Index Weight.


But for those match ISIN records, you can get correct number for  Portfolio Weight - Index Weight.


Regrads,
Lydia

  • Anonymous's avatar
    Anonymous
    Not applicable
    8 years ago

    Hi Lydia, 

     

    Thanks so much for your help. Makes perfect sense and apologies that I didn't spot the error in my data.