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dpc_development's avatar
dpc_development
Helper III
6 years ago

Need help optimising / simplifying formula and additional filtering

I have a dataset with variour portfolios, each made up of various lists with their ratios. The dataset has daily return values, and I am calculating cumulative return as follows: cumulative_return =...
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dpc_development's avatar
dpc_development
Helper III
6 years ago

v-xicaiThat will not work, since I have multiple list_items under each fk_item. Hence, putting the assignment of list_item and minDate at the beginning will only make the formula calculate the values for one list_item.

 

I have extracted the dataset and formula into a separate modeling file, but was not sure how to attach it here.

v-xicai's avatar
v-xicai
Community Support
6 years ago

Hi dpc_development ,

 

I am not sure what desired result would you want, could you please share your sample data and desired output screenshots for further analysis? You can also upload sample pbix to OneDrive and post the link here. Do mask sensitive data before uploading.

 

Please read this post to get your answer quickly: How to Get Your Question Answered Quickly.

 

Best Regards,

Amy

 

Community Support Team _ Amy

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