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hnsbhat's avatar
hnsbhat
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8 years ago
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How to get previous Nth record Value from the specific date

I have a table which has Date, Stock symbol, Open, high, low , close. I have data for only for week days and in some cases week days also doesn't have data because of market holiday. What I am trying to do is get the previous nth day close price in the measure. For eg. if reference date is 11/10/2017 for Stock XYZ, I need Close value for the 25th previous record which is dated 10/5/2017 for the same stock. I tried using CALCULATE(sum(tblHistData[Close]), DATEADD(tblHistData[Date],-25,DAY)) but it goes back based on all the dates and not based on available data. I thought of trying some workday related functions, but then also there will be market holidays which creates issues. So only way is to refer to the previous 25th record for particular stock. Not sure if it is more efficient to do it in calculated columns instead of Measure. Thank you in advance for any help on this.
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12 Replies

  • Zubair_Muhammad's avatar
    Zubair_Muhammad
    Icon for Community Champion rankCommunity Champion
    8 years ago

    Hi hnsbhat

     

    Please try this MEASURE

     

    Please see the attached file here

    Previous_25th_Price =
VAR Noofrecords =
    COUNTROWS (
        FILTER ( ALL ( Table1 ), Table1[Dates] < SELECTEDVALUE ( Table1[Dates] ) )
    )
RETURN
    CALCULATE (
        VALUES ( Table1[Price] ),
        EXCEPT (
            TOPN ( Noofrecords - 24, ALL ( Table1[Dates] ), Table1[Dates], ASC ),
            TOPN ( Noofrecords - 25, ALL ( Table1[Dates] ), Table1[Dates], ASC )
        )
    )
    • Zubair_Muhammad's avatar
      Zubair_Muhammad
      Icon for Community Champion rankCommunity Champion
      8 years ago

      Hi hnsbhat

       

      Similarly you can get the previous 25th date using the MEASURE below

       

      Previous_25th_Date =
VAR Noofrecords =
    COUNTROWS (
        FILTER ( ALL ( Table1 ), Table1[Dates] < SELECTEDVALUE ( Table1[Dates] ) )
    )
RETURN
    CALCULATE (
        MAX ( Table1[Dates] ),
        EXCEPT (
            TOPN ( Noofrecords - 24, ALL ( Table1[Dates] ), Table1[Dates], ASC ),
            TOPN ( Noofrecords - 25, ALL ( Table1[Dates] ), Table1[Dates], ASC )
        )
    )
      • hnsbhat's avatar
        hnsbhat
        Icon for Helper I rankHelper I
        8 years ago

        Thanks for your reply, I tried it, but since I was trying it in excel 2016 powerpivot, it seems it doesn't have function SELECTEDVALUE. I searched for alternative and found this - IF ( HASONEVALUE ( Table[column] ), VALUES ( Table[column] ) ). But even with this I am not getting any values but only Blank. 

    • hnsbhat's avatar
      hnsbhat
      Icon for Helper I rankHelper I
      8 years ago

      Hi, Below is the data and expected result, I have tried to put three measures - Close -1, Close -3 and Close-4 to make clear what I am expecting. Thanks!

       

      DateSymbol Open  High  Low  Close 
      11/3/2017ABC    118.20    126.45    117.65    123.60
      11/3/2017XYZ 1,776.00 1,789.35 1,767.00 1,772.00
      11/4/2017ABC    143.20    151.45    142.65    148.60
      11/4/2017XYZ 1,801.00 1,814.35 1,792.00 1,797.00
      11/7/2017ABC    149.75    152.30    141.20    147.95
      11/7/2017XYZ 1,809.85 1,816.15 1,776.35 1,781.00
      11/8/2017XYZ 1,798.90 1,808.35 1,775.30 1,776.00
      11/8/2017ABC    148.05    158.40    146.40    151.30
      11/9/2017XYZ 1,787.00 1,794.35 1,754.25 1,758.00
      11/9/2017ABC    151.85    155.90    149.10    155.40
      11/10/2017ABC    154.35    158.25    151.80    156.60
      11/10/2017XYZ 1,754.85 1,775.05 1,745.00 1,755.00
            
      Result Expected:    
      DateSymbolClose -1Close -3Close - 4 
      11/10/2017ABC    155.40    147.95    148.60 
      11/10/2017XYZ 1,758.00 1,781.00 1,797.00 
      11/9/2017ABC    151.30    148.60 1,772.00 
      11/9/2017XYZ 1,776.00 1,797.00    123.60