Forum Discussion
Dynamic Market Return Calculations
Thankyou, AlexisOlson, Ashish_Excel, for your response.
Hi Warrior42,We appreciate your inquiry on the Microsoft Fabric Community Forum.
Based on my understanding of your query, please find attached a screenshot and a sample PBIX file that may assist in resolving the issue:
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Thank you.
Hi,
Share the download link of the Excel file with your Excel formulas written there. I will try to translate those in the DAX language.
I really apprecaite it! So I'm not sure I can share of link of this being its on private network, but I did attache screenshots of the first few rows (note it currently goes back to 1/1/1925. I know its not the most ideal so if there is a better way let me know. Ultimately the data set I am working with which would be updated on a monthly basis with the new return values. Starting in column L I have the forumulas used for calculating the 3 Mo, 1 year, 3 year, 5 year and 10 year returns based on each month. I'm not too sure how cumulative return would be calculated for this view. The ultimate goal is to have this data on a dash board and you can get these figures based on date that you choose. Does this help or is there anything additional that could be more helpful?
Hi,
I cannot work with screnshots. I will need an MS Excel file with your formulas to understand your logic.