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AK_BA's avatar
AK_BA
Frequent Visitor
7 years ago
Solved

DAX Union with SelectColumns

Hi - I am new to Power BI (coming from years with MSSQL and SSRS) and have a question regarding utilizing a combination of Union, SelectColumns and First/LastNonBlank.   Background I have been tas...
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  • Ashish_Mathur's avatar
    Ashish_Mathur
    7 years ago

    Hi,

    You may download my PBI file from here.

    Hope this helps.

Ashish_Mathur's avatar
Ashish_Mathur
Super User
7 years ago

Hi,

I am  not sure of how much i can help but i'd like to try.  Share both tables in a format that can be pasted in Excel.  Also, is "Net capital", the "Ending NAV"?

  • AK_BA's avatar
    AK_BA
    Frequent Visitor
    7 years ago

    Thank you Ashish - The valuation and cashflow data can be found here and here.

     

    Net capital in this case is Ending NAV.

    • Ashish_Mathur's avatar
      Ashish_Mathur
      Super User
      7 years ago

      Hi,

      This is the result i have got but am not very confident.  So please share data for 2 securities and let me know what slicers/filters do you want to apply.  Please also clearly show the expected result.

      • AK_BA's avatar
        AK_BA
        Frequent Visitor
        7 years ago

        Ashish - that looks perfect!

         

        I've put together datasets and results for two other securities here.

         

        Slicers/filters I have taken care of.  There is a slicer for the date (custom date table) and my various datasets are joined by securityId and date.