Portfolio Value Over Time

Hi Jordan-Adrian 

If i understood you correctly you can use a disconnected dates table 

And dax 

portfolio_value =

VAR selectedDate = MAX('calendar'[Date])

RETURN

SUMX('portfolio',

VAR StartDate = [Start date]

VAR EndDate = [End Date]

RETURN IF(StartDate<= selectedDate && OR(EndDate>=selectedDate, EndDate=BLANK() ),[Lastest USD Value],0)

)

pbix is attached

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Hi Jordan-Adrian ,

According to your statement, I think you can try code as below to create a measure.

Measure = 
VAR _SELECTION = SELECTEDVALUE('Calendar'[Date])
VAR _SUM1 = CALCULATE(SUM('Table'[Lastest USD Value]),FILTER('Table','Table'[Start Date]<=_SELECTION))
VAR _SUM2 = CALCULATE(SUM('Table'[Lastest USD Value]),FILTER('Table','Table'[End Date]<=_SELECTION))
RETURN
_SUM1 - _SUM2

Result is as below.

Best Regards,
Rico Zhou

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