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First of all, I found this link quite helpful but did not resolve my issue as I am basically trying to achive something similar:
Solved: XIRR on a dynamic union table - Microsoft Fabric Community
Background:
I am trying to calculate the % difference of IRR based on a time slicer between the original cashflows (baseline) and added cashflows (change) depending on that time slicer.
Therefore, I`m defining tables within a measure to remain dynamic in what rows are selected.
1. Defining a table for baseline cashflow
2. calcualting the IRR based on 1
3. Defining another table for the change cashflows
4. Union the 1 & 3
5. calculating the IRR based on 4
6. Stuck trying to return the following
I have built the following measure:
WAIRR Change =
I am in fact using the XIRR function to calculate IRR for each of my "Asset scenario ID" under each "Source Parameter" at a previous step through this variable:
Please provide sample data that covers your issue or question completely, in a usable format (not as a screenshot).
https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-...
Please show the expected outcome based on the sample data you provided.
https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447...
I have posted a reply but it didn`t go through it seems.
Anyway, my code is:
"
Asset Scenario ID | Asset Scenario | Source Parameter | Impacted Parameter | Source Fiscal Year | Impacted Fiscal Year | Source Date | Impacted Date | Baseline/Change | Stress Direction | Value |
1 | Asset 1 | FX Rates | Cashflow | null | 2020 | null | 01/01/2020 | Baseline | null | -922165 |
1 | Asset 1 | FX Rates | Cashflow | null | 2021 | null | 01/01/2021 | Baseline | null | 214134.3 |
1 | Asset 1 | FX Rates | Cashflow | null | 2022 | null | 01/01/2022 | Baseline | null | 416461.4 |
1 | Asset 1 | FX Rates | Cashflow | null | 2023 | null | 01/01/2023 | Baseline | null | 876725.6 |
1 | Asset 1 | FX Rates | Cashflow | null | 2024 | null | 01/01/2024 | Baseline | null | 112972.2 |
1 | Asset 1 | FX Rates | Cashflow | null | 2025 | null | 01/01/2025 | Baseline | null | 668644.6 |
1 | Asset 1 | FX Rates | Cashflow | null | 2026 | null | 01/01/2026 | Baseline | null | 725756.2 |
2 | Asset 2 | FX Rates | Cashflow | null | 2020 | null | 01/01/2020 | Baseline | null | -520438 |
2 | Asset 2 | FX Rates | Cashflow | null | 2021 | null | 01/01/2021 | Baseline | null | 314378.6 |
2 | Asset 2 | FX Rates | Cashflow | null | 2022 | null | 01/01/2022 | Baseline | null | 223200.7 |
2 | Asset 2 | FX Rates | Cashflow | null | 2023 | null | 01/01/2023 | Baseline | null | 141828.6 |
2 | Asset 2 | FX Rates | Cashflow | null | 2024 | null | 01/01/2024 | Baseline | null | 659425.1 |
2 | Asset 2 | FX Rates | Cashflow | null | 2025 | null | 01/01/2025 | Baseline | null | 119014.1 |
2 | Asset 2 | FX Rates | Cashflow | null | 2026 | null | 01/01/2026 | Baseline | null | 878225.1 |
Expected results:
1956169 |
Shown results:
3787783 |
Which seems like XIRR is re-evaluating based on rows of [Source Parameter] only (where I need IRR to be calcualted for each Source parmater and asset ID underneath), and then for some reason multiplied by 2!
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