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AdriaanS's avatar
AdriaanS
New Member
9 years ago
Solved

Cumulative time slicer calc

I need to calculate the cumulative interest of an investment over various months/ years, which instead of in the Excel source data is predefined and set from the beginning of the investment period, s...
  • TomMartens's avatar
    TomMartens
    9 years ago

    Hey Adriaan,

     

    sorry for the delay, I had to take care of some urgent family affairs, but nevertheless, here is my solution

     

     

    As you can see, the subtotal does not show what one would expect. This can be treated by a simple IF(HASONEVALUE('DimDate'[DateValue]), thecalculation, BLANK()) or by a more complex adoption of the calcualtion itself.

    The basic idea behind this solution is depicted in your Excel file (sheet: Investment), your Excel file and the pbix are

    here

     

    The solution makes use of nested TableIterator SUMX(table, PRODUCTX(table, expression)*sum('Investment'[Investment])...) and the always mind-boggling EARLIER(...)

     

    I will explain this solution in much more detail, in the next days on my blog and will post the link to my blog.

     

    I have to admit that was not the easiest one :-)

     

    Hope this helps

    Tom