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san_21's avatar
san_21
Frequent Visitor
2 years ago
Solved

Create a custom column

Hi,

I need help in creating custom column in PowerBi same as "Calculated MV" column of below excel screenshot.

If market value data is available in column B, it should pick up same data or else calculate MV based on ROR.

 

Formula used in excel for Calculated MV -

=IF(B3="",D2*(1+C3/100),B3)

 

 

Need Help
  • Daniel29195's avatar
    Daniel29195
    2 years ago

    san_21 

    sorry my bad, 

     

    create part_2 column : 

     

    part_2 = 
1 + 'Table'[ROR]/ 100

     

     

    create mv column : 

     

    mv = 
SWITCH(
    TRUE(),
    not ISBLANK('Table'[Market Value]) , 'Table'[Market Value],


    var date_with_lastnonblank_market_value =  
        sELECTCOLUMNS(
        LASTNONBLANK(
            FILTER(
                'Table',
                'Table'[Date]<=EARLIER('Table'[Date])
        ),
        'Table'[Market Value]
        ),'Table'[Date]
        )

    var part_2 = 
    SELECTCOLUMNS(
        WINDOW(
            0,
            ABS,
            0,
            REL ,
            FILTER(
             SUMMARIZE(
                'Table',
                 'Table'[Date],
                 'Table'[part_2]
            ) , 'Table'[Date] >=date_with_lastnonblank_market_value
            ),
            ORDERBY('Table'[Date],asc)),
        'Table'[part_2]
        )
    



    var market_value =  
    sELECTCOLUMNS(
    LASTNONBLANK(
        FILTER(
            'Table',
            'Table'[Date]<=EARLIER('Table'[Date])
    ),
    'Table'[Market Value]
    ),'Table'[Market Value]
    )


    var part_2_product =  PRODUCTX(part_2, [part_2])
    

    return    market_value * part_2_product

)

     

     

     

    let me know if this helps 

     

     

     

    If my answer helped sort things out for you, i would appreciate a thumbs up 👍 and mark it as the solution ✅
    It makes a difference and might help someone else too. Thanks for spreading the good vibes! 🤠

9 Replies

  • Daniel29195's avatar
    Daniel29195
    Community Champion
    2 years ago

    san_21 

     

    create a dax calculated column as follow :

     

    cc = 
switch(
true() , 
NOT isblank(tbl_name[Market Value]) ,
  tbl_name[market value] ,
   tbl_name[ROR]
)

     

    you can achieve the same thing using conditional column in power query . 

     

    keep nb 4 empty, -->  this means null . 

    so if column name -->  market value --> equals --> empty textbox -->  select column --> choose ROR column, 

    else choose Market value column , 

     

     

    let me know if this helps .

     

     

    If my answer helped sort things out for you, i would appreciate a thumbs up 👍 and mark it as the solution ✅
    It makes a difference and might help someone else too. Thanks for spreading the good vibes! 🤠

     

    • san_21's avatar
      san_21
      Frequent Visitor
      2 years ago

      Hi Daniel,

      Thanks for your solution.

       

      With the help of DAX formula you provided, I m getting Market Value and ROR data in one column. 

      However I want Derived market value data by multiplying ROR with previous Market Value.

      In column B, Market value are missing for non-month end date, so I want to calculate those by multiplying previous market value with ROR.

       

      Can you please help me with DAX custom column / measure?

      • Daniel29195's avatar
        Daniel29195
        Community Champion
        2 years ago

        san_21 

        sorry my bad, 

         

        create part_2 column : 

         

        part_2 = 
1 + 'Table'[ROR]/ 100

         

         

        create mv column : 

         

        mv = 
SWITCH(
    TRUE(),
    not ISBLANK('Table'[Market Value]) , 'Table'[Market Value],


    var date_with_lastnonblank_market_value =  
        sELECTCOLUMNS(
        LASTNONBLANK(
            FILTER(
                'Table',
                'Table'[Date]<=EARLIER('Table'[Date])
        ),
        'Table'[Market Value]
        ),'Table'[Date]
        )

    var part_2 = 
    SELECTCOLUMNS(
        WINDOW(
            0,
            ABS,
            0,
            REL ,
            FILTER(
             SUMMARIZE(
                'Table',
                 'Table'[Date],
                 'Table'[part_2]
            ) , 'Table'[Date] >=date_with_lastnonblank_market_value
            ),
            ORDERBY('Table'[Date],asc)),
        'Table'[part_2]
        )
    



    var market_value =  
    sELECTCOLUMNS(
    LASTNONBLANK(
        FILTER(
            'Table',
            'Table'[Date]<=EARLIER('Table'[Date])
    ),
    'Table'[Market Value]
    ),'Table'[Market Value]
    )


    var part_2_product =  PRODUCTX(part_2, [part_2])
    

    return    market_value * part_2_product

)

         

         

         

        let me know if this helps 

         

         

         

        If my answer helped sort things out for you, i would appreciate a thumbs up 👍 and mark it as the solution ✅
        It makes a difference and might help someone else too. Thanks for spreading the good vibes! 🤠

  • lbendlin's avatar
    lbendlin
    Super User
    2 years ago

    If it is a calculated column you can also do it in Power Query.

    let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("dc5RDoAgDAPQu/BNpOsGzLMQ7n8N0aARE//WvLRZa0GYVBJBDXEEsR0YV+hxWLrEzhwDNgAZZRIXKqSoTdKFTKk1T7KFqjh9Sn6JbHR95sr3Cbk79Vd8WUPNPqQf", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [Date = _t, #"Market Value" = _t, ROR = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"Date", type date}, {"Market Value", Currency.Type}, {"ROR", type number}}),
    #"Added Index" = Table.AddIndexColumn(#"Changed Type", "Index", 0, 1, Int64.Type),
    #"Added Custom" = Table.AddColumn(#"Added Index", "Calculated MV", each 
[Market Value]??List.Accumulate({1..[Index]},#"Added Index"[Market Value]{0},(state,current)=>state*(1+#"Added Index"[ROR]{current}/100)),Currency.Type)
in
    #"Added Custom"

    How to use this code: Create a new Blank Query. Click on "Advanced Editor". Replace the code in the window with the code provided here. Click "Done". Once you examined the code, replace the Source step with your own source.

  • Ashish_Mathur's avatar
    Ashish_Mathur
    Super User
    2 years ago

    Hi,

    Wouldn't this be better as a measure (rather than a Custom Column formula)?