Forum Discussion

Roberto_F's avatar
Roberto_F
New Member
2 years ago

How to do accumulate using a measure?

Hello, i am creating a report for rentabiliti using the rules that my client wants. At this moment i am facing a problem that can't solve.
I need to accumulate the rentabiliti of each month, using the exprexion.

((1+rentabiliti %)*(1+rentabiliti %))-1

The visual that i want to show the results is a matrix.

 

Details:

The rentabiliti measure.

 

01 Retirada Mes = CALCULATE(SUM(fMovimentacao[VALOR]),fMovimentacao[ACAO] = "RETIRADA")*-1
01 Aporte Mes = CALCULATE(SUM(fMovimentacao[VALOR]),fMovimentacao[ACAO] = "REINVESTIMENTO ATIVO")*-1
.Investimento =
var vinvestimento= 
SUMX(SUMMARIZE( 'fRendimentosMensais','fRendimentosMensais'[ID], "MenorInvestimento",MIN(fRendimentosMensais[Investimento])),[MenorInvestimento])
var ainvestimento = v
investimento + [01 Investimento psterior]
Return
IF(ainvestimento < 0, BLANK(), ainvestimento)

 

02 Rent Final =
 VAR rent1 = DIVIDE([01 Total Posição]-[01 Retirada Mes], [.Investimento])-1
 VAR rent2 = DIVIDE(([01 Total Posição]-[01 Aporte Mes]-[01 Retirada Mes]),[01 Posi ant])-1
 return
 IF([01 Total Posição] = BLANK(),BLANK(),
    IF([01 Posi ant] = BLANK(),
                     rent1,
                        rent2))
The visual I want to show the accumulated value.

 

Need Help

5 Replies

  • amitchandak's avatar
    amitchandak
    Super User
    2 years ago

    Roberto_F , Assuming you are using a date table, you can have measures like

     

    Cumm Sum = CALCULATE(sumx(values('Date'[Date]),[02 Rent Final]) ,filter(all('Date'),'Date'[date] <=max('Date'[date])))

     


    Cumm Sum = CALCULATE(sumx(values('Date'[Month Year]),[02 Rent Final]) ,filter(all('Date'),'Date'[date] <=max('Date'[date])))

    • Roberto_F's avatar
      Roberto_F
      New Member
      2 years ago

      Hello amitchandak , thanks for your help.

       

      I used the second measure and i got it simple acumulated.

       

      Cumm Sum=

      CALCULATE(sumx(values(dCalendario[Mes/Ano]),[02 Rent Final]) ,filter(all(dCalendario),dCalendario[Data]<=max(dCalendario[Data])))
       
      But my rentabiliti is percentage, so i can'nt just sum, i need to do like:
       
      ((1+[02 Rent Final]){Month1}  * (1+ [02 Rent Final]) ){Month1}  -1 ......
       
      It's possible?
      • Anonymous's avatar
        Anonymous
        Not applicable
        2 years ago

        Hi Roberto_F ,

         

        You can change the final data format to percentage with this function:

         

        Hope it helps!

         

        Best regards,
        Community Support Team_ Scott Chang

         

        If this post helps then please consider Accept it as the solution to help the other members find it more quickly.

         

  • Roberto_F's avatar
    Roberto_F
    New Member
    2 years ago

    I used the second measure and i got it simple acumulated.

     

    Cumm Sum=

    CALCULATE(sumx(values(dCalendario[Mes/Ano]),[02 Rent Final]) ,filter(all(dCalendario),dCalendario[Data]<=max(dCalendario[Data])))
     
    But my rentabiliti is percentage, so i can'nt just sum, i need to do like:
     
    ((1+[02 Rent Final]){Month1}  * (1+ [02 Rent Final]) ){Month1}  -1 ......
     
    It's possible?
    • Ashish_Mathur's avatar
      Ashish_Mathur
      Super User
      2 years ago

      Hi,

      Your question is not clear.  Share some data, explain the question and show the expected result.  Share data in a format that can be pasted in an Excel file.