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Kevin-Mann's avatar
Kevin-Mann
Icon for Advocate I rankAdvocate I
8 years ago
Solved

PRODUCTX is not working for Cumulative Return

I am trying to add the filtered return totals for each day and then use the DAX pattern to accumulate returns  (cumulative return).  I've tried several in-line variation of the below code, but nothin...
  • v-jiascu-msft's avatar
    v-jiascu-msft
    8 years ago

    Hi Kevin-Mann,

     

    It seems you need a number that could be the total of Return. But you didn't write it in the formula. How about the one like below?

    Cumulative Return % = 
	VAR maxDate = MAX([Return Date])
	VAR minDate = MIN([Return Date])
	VAR DAILYSUM = CALCULATETABLE(SUMMARIZE(ALLSELECTED('Dates'), [Return Date], "Ret%", SUM('Exposure And Return'[Return %])), 'Exposure And Return'[Return Date] <= maxDate)   
    Return PRODUCTX(DAILYSUM, [Ret%] * [Return Amount])

     

    Best Regards,

    Dale

     

v-jiascu-msft's avatar
v-jiascu-msft
Icon for Microsoft Employee rankMicrosoft Employee
8 years ago

Hi Kevin-Mann,

 

It seems you need a number that could be the total of Return. But you didn't write it in the formula. How about the one like below?

Cumulative Return % = 
	VAR maxDate = MAX([Return Date])
	VAR minDate = MIN([Return Date])
	VAR DAILYSUM = CALCULATETABLE(SUMMARIZE(ALLSELECTED('Dates'), [Return Date], "Ret%", SUM('Exposure And Return'[Return %])), 'Exposure And Return'[Return Date] <= maxDate)   
    Return PRODUCTX(DAILYSUM, [Ret%] * [Return Amount])

 

Best Regards,

Dale

 

Kevin-Mann's avatar
Kevin-Mann
Icon for Advocate I rankAdvocate I
8 years ago

You know, I think my output was correct to begin with.  I'll give you credit anyhow.  Thanks!