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ARob198's avatar
ARob198
Helper IV
6 years ago

Cap Table Circular Reference

Hello All,   I need some help with a circular reference problem that I have been working on for a few weeks. I believe that this can be done, it is just that I am still in the process of learning p...
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ARob198's avatar
ARob198
Helper IV
6 years ago

Sure- how do I share a file with you?

 

Thank you

HotChilli's avatar
HotChilli
Community Champion
6 years ago

You can upload to a 3rd party sharing site and post the link (or send it the link via messages - on this site-  to me if you don't want it public)

  • ARob198's avatar
    ARob198
    Helper IV
    6 years ago

    Here is my link to the file with the circular reference.  

    link: 

     

    The beginning of the month values are based on the values from the previous month end.  So values on 2/1/2017 will be pulled from the values on 1/31/2017 then any new additions or subtractions are added and the % ownership is calculated.  The month end values are calculated using the % ownership from the start of the month multiplied by the month end value for the fund.  Please let me know if you have any other questions.

     

    Thank you for your help.

    • ARob198's avatar
      ARob198
      Helper IV
      6 years ago

      @ v-lionel-msft

      v-gizhi-msft

       

      I have posted the PBIX file.  Is it possible for you to take a look?  I believe there is a way to do this, I am just unsure of how to format the examples that I have found to fit my data.  Here is one example: https://www.sqlbi.com/articles/computing-the-future-value-of-an-investment-based-on-compound-growth-in-dax/

       

      Would adding a period identifier help?  For example, January could be period 1, Feb period 2, etc?

       

      Thank you

       

      Thank you so much!

      • HotChilli's avatar
        HotChilli
        Community Champion
        6 years ago

        I see these are not columns, these are measures.

        The circular reference is caused by measure 

        ME Value

        depending on

        BM Value 2

        which depends on

        ME Value
        (the chain is a little more complicated than that but that's what it boils down to)
        ---
        it's quite difficult to unpick what is trying to be achieved with these measures. I couldn't get it.
        It might be better to simplify the dataset to 1 or 2 customers with 1 or 2 dates and explain what the
        desired outcome is by manually calculating the figures and showing how they are arrived at.