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Johnsnowlife's avatar
Johnsnowlife
Helper III
8 years ago
Solved

Finding first date shared by multiple products

I am trying to find the first date where my table has information for all selected portfolios.  My table looks like this.     I'm thinking of something like this (written in english): Min (i...
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  • Johnsnowlife's avatar
    Johnsnowlife
    8 years ago

    Thanks for all the help!

     

    These are the formulas I used to reach my desired result. 

    FirstSharedDate =
CALCULATE (
    MAXX (
        SUMMARIZE (
            ALLSELECTED ( AllPerfMnthly[Portfolio] ),
            [Portfolio],
            "ABCD", MIN ( AllPerfMnthly[Date] )
        ),
        [ABCD]
    ),
    ALLEXCEPT ( AllPerfMnthly, AllPerfMnthly[Portfolio] )
)

InceptionDate =
CALCULATE (
    FIRSTNONBLANK ( AllPerfMnthly[Date], AllPerfMnthly[Date] ),
    ALLEXCEPT ( AllPerfMnthly, AllPerfMnthly[Portfolio] )
)
fhill's avatar
fhill
Resident Rockstar
8 years ago

I think i'm missing something in the request, is this what you needed?

 

FirstDate = FIRSTDATE(Table1[Date])

 

Johnsnowlife's avatar
Johnsnowlife
Helper III
8 years ago

Not exactly. If you replace your date "2/2/2017" with "4/1/2017", then you have 2 portfolios for the same date "4/1/2017". But Beta started before Charlie. Now I want to say "bring me the first date, where there is information for BOTH Beta and Charlie". That is, I want the result "4/1/2017"

  • fhill's avatar
    fhill
    Resident Rockstar
    8 years ago

    I"m still not following the interaction between 'BOTH' and how that changes your request.  Can you mock up some new data that clearly shows the overlaps and mock up how you want the data exported based on 'Both' requirements?

    • Johnsnowlife's avatar
      Johnsnowlife
      Helper III
      8 years ago

      If my Data table looks like this

      DateFundPerformance
      31/01/2017ALSI1%
      28/02/2017ALSI2%
      31/03/2017ALSI3%
      31/03/2017Equity Fund4%
      30/04/2017ALSI5%
      30/04/2017Equity Fund6%
         


      I want to compare the return from inception of my "Equity Fund" against the "ALSI". ALSI starts in January but Equity Fund only starts in March. 

      In April, I want to show the return since inception for both of them, but only STARTING from March, because that is the first month that both funds existed. I want to start from the latest start date between all the funds I'm comparing. 

       

      So ALSI = 8.15% and Equity Fund = 10.24%. 

       

       

      • v-huizhn-msft's avatar
        v-huizhn-msft
        Microsoft Employee
        8 years ago

        Hi Johnsnowlife,

        If my understanding is correct, you want to get the first date when both Funds appear. Please following the steps below and check if it works fine.

        1. Create a measure using the formula 

        Total distinct Funds=CALCULATE( DISTINCTCOUNT(Table[Fund]),ALL(Fund)))


        2. Create a calculated column using the formula.

        Distinct Funds in each date=CALCULATE(CALCULATE(DISTINCTCOUNT(Table[Fund]),ALLEXCEPT(Table,Table[Date]))


        3. Create a measure to get expected result.

        First date =
CALCULATE (
    FIRSTDATE ( Table1[Date] ),
    FILTER (
        Table,
        Table[Distinct Funds in each date] = Table[Total distinct Funds]
    )
)


        Please feel free to ask if you have any questions.

        Best Regards,
        Angelia