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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.

      • Ashish_Mathur's avatar
        Ashish_Mathur
        Super User
        7 years ago

        Hi,

        This is the result that i get.  It matches with yours.  I further need to check it for whether it will work with filter/slicers or not.  So share the filters/slicers you will be applying on this visual and your expected results with those filters/slicers.