Forum Discussion
Helper IIData Model for Stock Data and Portfolio Tracking - Need Guidance
Helper IIAnonymous
Thanks for your reply. That formula helps, but it doesn't really answer my question. I see what it is doing in looking up the price of the stock the day I bought it.
My question really is more about the structure of my data. Is it in a format where I can easily perform calculations between the two tables? I think the answer is no due to the difficulty I'm having in referencing the columns when writing a calc. column or measure.
I'm trying to understand the PBI best practices and make sure that I'm not cutting corners by writing a ton of formulas to force the software into doing something it wasnt designed to do. I want to have a true comprehension in the way that PBI performs calculations and understand the way the best method for building a data model within the software.
Super UserAt a high level, the structure seems fine.
- Please have date table. and Join with your Owned Table. Join of date with price depending on use case
- in the Owned table have a column Amount = Share * cost per Share, prefer column over measure for this
Refer this document
https://docs.microsoft.com/en-us/power-bi/guidance/
To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/