Forum Discussion
Multiply previous month by a compounded return measure
Super UserAnonymous , with date table, assuming return and compounded return are measures. else use aggregation on them
new Meaure =
(1+ CALCULATE([Return],DATESMTD(dateadd('Date'[Date],-1,MONTH)))) *( 1+ CALCULATE([compounted Return],DATESMTD(dateadd('Date'[Date],-1,MONTH)))) +1
To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/
See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-YTD-LYTD-Week-Over-Week/m-p/1051626#M184
Appreciate your Kudos.
Hello amitchandak - thank you for the help - appreciate it.
The measure you provided does it for the next month only from the previous month in the Return column - the rest of the year equals the compounded return only - see below
- amitchandak
Anonymous .Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.
amitchandak thank you, i've pasted a link below:
https://drive.google.com/drive/folders/1T5EN-Vbmq5oJgGNdU9DBpbmjwDQQrRh3?usp=sharing
The first sheet in the Excel is the data imported to Power BI. The second sheet is what I am trying to achieve in Power BI.
Let me know if you have issues accessing the files.