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jaml's avatar
jaml
Regular Visitor
6 years ago
Solved

Comparing stock periods

Hi guys, I would like your help with a private project of mine. I hope you have some ideas. This is probably very easy for some of you. Once a week I copy my entire portfolio and insert it in...
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  • v-alq-msft's avatar
    v-alq-msft
    6 years ago

    Hi, jaml 

     

    Based on your description, I created data to reproduce your scenario.

     

    You may create measures as follows.

     

    From period = 
CALCULATE(
    MIN('Table'[Timestamp]),
    FILTER(
        ALLSELECTED('Table'),
        'Table'[Stock Name] = MAX('Table'[Stock Name])
    )
)
To period = 
CALCULATE(
    MAX('Table'[Timestamp]),
    FILTER(
        ALLSELECTED('Table'),
        'Table'[Stock Name] = MAX('Table'[Stock Name])
    )
)
Amount = 
var x = [To period]
var y = [From period] 
return
CALCULATE(
    SUM('Table'[Amount of stocks]),
    'Table'[Timestamp] = x
)-
CALCULATE(
    SUM('Table'[Amount of stocks]),
    'Table'[Timestamp] = y
)

     

     

    Result:

     

    Best Regards

    Allan

     

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

     

jaml's avatar
jaml
Regular Visitor
6 years ago

To add to this:

One of my ideas is to create a measure that compares stock amount from period 1 to period 2 - but i have no clue on how to do this when I'm inserting new data on a weekly schedule.