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Anonymous
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Portfolio return indexing based on daily change


Hello all,

 

I'm still struggling to how to solve following problem. I have several portfolios from several asset managers. I have daily %-changes for each portfolio. Based on %-changes, I should be able to calculate indexed value starting from 100 at first day. I should be able to slice time period and compare 2 or more portfolios. Time slicing works nicely if I have just 1 portfolio but as soon as there are 2 or more.....well.....not working. 

 

As my example illustrated my current situation hopefully you have time to take a look at it. In example you can see my dataset and current measure for indexing.


Link to demo data 

 

BR,

 

Juha

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tex628
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Hi @Anonymous ,

The reason that your calculations aren't working is because the ALL() statment is removing all the filters on the table, which includes the one on the Portfolio Name. 

If you are working with periods you will want to have a calendar table, so that you can slice and dice the time periods without affecting the other columns in your main table. 

Take a look at the file attached and let me know if we're on the right track! 

Br,
J


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2 REPLIES 2
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Anonymous
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Hi @tex628 ,

 

You are the best! Thank you very much for your help!

 

Cheers,

 

J

tex628
Community Champion
Community Champion

Syndicated - Outbound

Hi @Anonymous ,

The reason that your calculations aren't working is because the ALL() statment is removing all the filters on the table, which includes the one on the Portfolio Name. 

If you are working with periods you will want to have a calendar table, so that you can slice and dice the time periods without affecting the other columns in your main table. 

Take a look at the file attached and let me know if we're on the right track! 

Br,
J


Connect on LinkedIn
avatar user

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