Microsoft Fabric Community Conference 2025, March 31 - April 2, Las Vegas, Nevada. Use code FABINSIDER for a $400 discount.
Register nowThe Power BI DataViz World Championships are on! With four chances to enter, you could win a spot in the LIVE Grand Finale in Las Vegas. Show off your skills.
I don't know exactly how to explain it but I can visualize it.
I have a list with trades like this:
TICKER | POSITION | SHARES | ENTRY PRICE | EXIT PRICE | P/L $ | P/L % |
TICKER 1 | Long | 110 | 24.51 | 26.52 | 221.1 | 8.2 |
TICKER 2 | Long | 60 | 21.08 | 23.34 | 135.6 | 10.72 |
TICKER 3 | Long | 10 | 42.8 | 50.145 | 73.45 | 17.16 |
TICKER 4 | Long | 230 | 14.28 | 14.6475 | 84.53 | 2.57 |
TICKER 5 | Long | 230 | 14.07 | 14.45 | 87.4 | 2.7 |
What I am looking for is a chart like this:
What I could do is to add to the list the percentages as a row and manually add all the P/L %'s to it:
TICKER | POSITION | SHARES | ENTRY PRICE | EXIT PRICE | P/L $ | P/L % | -10% | -9% | -8% | -7% | -6% | -5% | -4% | -3% | -2% | -1% | 0% | 1% | 2% | 3% | 4% | 5% | 6% | 7% |
TICKER 1 | Long | 110 | 24.51 | 26.52 | 221.1 | 8.2 | ||||||||||||||||||
TICKER 2 | Long | 60 | 21.08 | 23.34 | 135.6 | 10.72 | ||||||||||||||||||
TICKER 3 | Long | 10 | 42.8 | 50.145 | 73.45 | 17.16 | ||||||||||||||||||
TICKER 4 | Long | 230 | 14.28 | 14.6475 | 84.53 | 2.57 | ||||||||||||||||||
TICKER 5 | Long | 230 | 14.07 | 14.45 | 87.4 | 2.7 |
Is there a better way to achieve this result?
Solved! Go to Solution.
You can add it in DAX formula.
Close the Power Query, click on table and add a new column. Thanks!
I got it working now but it's not that visually clear.
Can I also get a line in like this where you can see what the overall percentage curve is:
Does this make any sence?
I get an error when adding a new column like that:
Here is the error:
You can add it in DAX formula.
Close the Power Query, click on table and add a new column. Thanks!
March 31 - April 2, 2025, in Las Vegas, Nevada. Use code MSCUST for a $150 discount!
Check out the February 2025 Power BI update to learn about new features.
User | Count |
---|---|
86 | |
78 | |
54 | |
39 | |
35 |
User | Count |
---|---|
102 | |
84 | |
48 | |
48 | |
48 |