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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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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.
     
     
  • ARob198's avatar
    ARob198
    Helper IV
    6 years ago

    Sure- that is what I was trying to explain in the first post in this thread.  I have attached the excel file behind the picture in the first post.  Here is the link:  link 

     

    It is already a very simplified version of the excel model that I need to use.  I know that this is possible in Power BI as I have found examples of people creating sort of similar models like the link in the posting above.  I am just very new at DAX/Power BI so I am not quite sure how to create them with my data.  Any thoughts or suggestions that anyone has would be very helpful.

     

    Thank you so much.