Power BI DAX - Need help

[sravan872]

Hi, 

I have a single table with fund code, effective date, issuer name, si score, portfolio weight etc... Now I have 2 slicers fund code and effective date, when i select a particular fund code and effective date in the slicer I need to display new issuer names and lost issuer names for that selected fund code when compared to previous month from the selected effective date in the slicer. The dates in the effective date slicer are all month end dates(eg: 11/30/2024, 12/31/2024, 1/31/2025). how to acheive this ? the data is in direct query mode.

[ryan_mayu · Accepted solution]

@sravan872 

here is a workaround for you.

pls see the attachment below

[sravan872]

New Issuers: From the selected date in the slicer, it should compare with last month issuers and give the issuer names added newly in this month.

Lost Issuers: From the selected date in the slicer, it should compare with last month issuers and give the issuer names lost in this month.

[sravan872]

This is the sample data

If i select fund code as A and Effective Date as 1/31/2025, It should compare the issuer names with the last month and give the result as below

Please let me know if you need any further clarity. Thank You

[ryan_mayu · Accepted solution]

@sravan872 

here is a workaround for you.

pls see the attachment below

[sravan872 · Accepted solution]

Thank You, This works!

[ryan_mayu]

you are welcome

[rajendraongole1]

Hi @sravan872  - Can you share the sample data along with expected result. that helps to analyze.