Forum Discussion
Solved
Portfolio Value Over Time
I have a Projects table containing a potfolio of projects. Each project has a Start Date and an End Date as well as a Total Value. Although I do have a date table, I dont use it often because I use m...
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
If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly
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 - _SUM2Result is as below.
Best Regards,
Rico ZhouIf this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
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 - _SUM2Result is as below.
Best Regards,
Rico Zhou
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.