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CBPart
Regular Visitor

Populate Data to end of Date Table from last row entry

Hi PBI Community,

I'm working of building a PPMT dashboard, calculating on a variable rate not fixed for life of loan.....I've a table of interest rate changes on date change and linked to a date table to calculate interest changes daily.

 

Dates and rate have all matched up until 9/11/2023 and I need the rate to continue aganist dates until next interest rate change.

 

So far I’ve used the following measure:

Rate = maxx(FILTER('CurrentRate','Date Table'[Date]>='CurrentRate'[Date]&&'Date Table'[Date]<='CurrentRate'[End Date]),'CurrentRate'[Rate])

 

How I can include last interest rate to the end of my date table range?

Thanking all the gurus out there

Rate.png

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi @CBPart 

You can refer to the following measure

Measure =
VAR a =
    MAXX ( ALLSELECTED ( CurrentRate ), [Date] )
RETURN
    IF (
        MAX ( 'Date Table'[Date] ) >= a,
        MAXX ( FILTER ( ALL ( CurrentRate ), [Date] = a ), [Rate] ),
        CALCULATE (
            MAX ( CurrentRate[Rate] ),
            CurrentRate[Date] <= MAX ( 'Date Table'[Date] ),
            CurrentRate[End Date] > MAX ( 'Date Table'[Date] )
        )
    )

Output

vxinruzhumsft_0-1702346058267.png

Best Regards!

Yolo Zhu

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

View solution in original post

1 REPLY 1
Anonymous
Not applicable

Hi @CBPart 

You can refer to the following measure

Measure =
VAR a =
    MAXX ( ALLSELECTED ( CurrentRate ), [Date] )
RETURN
    IF (
        MAX ( 'Date Table'[Date] ) >= a,
        MAXX ( FILTER ( ALL ( CurrentRate ), [Date] = a ), [Rate] ),
        CALCULATE (
            MAX ( CurrentRate[Rate] ),
            CurrentRate[Date] <= MAX ( 'Date Table'[Date] ),
            CurrentRate[End Date] > MAX ( 'Date Table'[Date] )
        )
    )

Output

vxinruzhumsft_0-1702346058267.png

Best Regards!

Yolo Zhu

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

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