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Lesveilleurs's avatar
Lesveilleurs
Frequent Visitor
2 years ago
Solved

Line Chart with Multiple Values Starting from $100 USD (Calculated from portfolio's Start Month)

Hi everyone,     I have some monthly portfolio performance data on hand, along with the starting month for each portfolio. Additionally, I have historical monthly performance data for 3 benchmark...
  • lbendlin's avatar
    lbendlin
    2 years ago

    Then you will need to use a disconnected Calendar table and modify the measure slightly.

    Measure = 
    var md = max('Calendar'[Date])
    var mn = max(Master[Name])
    var mnd = minx(filter(Data,[Name]=mn),[Date])
    return if(edate(mnd,-1)=md,100, 100*productx(filter(allselected(Data),[Name]=mn && [Date]<=md),1+[Mothly Return (%)]/100))