Problem with ticker filter

Question

I've been trying for several days to calculate the measures to determine how much a company (ticker) "contributes" to the index. For example, if an index grew by 30% in a year, how much comes from each company? 4% for ABCD, 10% from XYZW and 16% from XPTO.I have a table with the following columns:reference_date, ticker, weight, value_variationThe daily performance of the index composed of these companies is calculated as follows:it would be the sum(value_variation * weight) divided by the sum(weight) on that date.&nbsp;daily_return_index =VAR&nbsp;_average&nbsp;=&nbsp; &nbsp;&nbsp;DIVIDE(&nbsp; &nbsp; &nbsp; &nbsp;&nbsp;SUMX(&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;COMPOSICAO_DIARIA_INDICES,&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;COMPOSICAO_DIARIA_INDICES[value_variation]&nbsp;*&nbsp;COMPOSICAO_DIARIA_INDICES[weight]&nbsp; &nbsp; &nbsp; &nbsp; ),&nbsp; &nbsp; &nbsp; &nbsp;&nbsp;SUMX(&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;COMPOSICAO_DIARIA_INDICES,&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;COMPOSICAO_DIARIA_INDICES[weight]&nbsp; &nbsp; &nbsp; &nbsp; )&nbsp; &nbsp; )RETURN&nbsp;1&nbsp;+&nbsp;_average&nbsp;The cumulative performance of this index is calculated as follows:cumulative_return_index =&nbsp; &nbsp;CALCULATE(&nbsp; &nbsp; &nbsp; &nbsp;PRODUCTX(&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;VALUES(Calendario[Date]),&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;[daily_return_index]&nbsp; &nbsp; &nbsp; &nbsp;),&nbsp; &nbsp; &nbsp; &nbsp;FILTER(&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;ALLSELECTED(Calendario[Date]),&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Calendario[Date]&nbsp;&lt;=&nbsp;MAX(Calendario[Date])&nbsp; &nbsp; &nbsp; &nbsp;)&nbsp; &nbsp;)&nbsp;What I would like to calculate is how much each ticker contributes to this cumulative performance. The formula to calculate this on a given date would be:&nbsp;(cumulative performance up to that date) * (ticker's value_variation on that date * ticker's weight on that date divided by the total weight on that date) / (index performance on that date).&nbsp;Then the sum of all these contributions on each date is the total contribution of that ticker.&nbsp;Which I calculate as follows:contribution_index =CALCULATE&nbsp;(&nbsp; &nbsp;&nbsp;SUMX&nbsp;(&nbsp; &nbsp; &nbsp; &nbsp;&nbsp;VALUES&nbsp;( Calendario[Date] ),&nbsp; &nbsp; &nbsp; &nbsp;&nbsp;CALCULATE&nbsp;(&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; [cumulative_return_index],&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;ALLEXCEPT&nbsp;( COMPOSICAO_DIARIA_INDICES, Calendario[Date] )&nbsp; &nbsp; &nbsp; &nbsp; )&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; * (&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;CALCULATE&nbsp;(&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;SUMX&nbsp;(&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; COMPOSICAO_DIARIA_INDICES,&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; COMPOSICAO_DIARIA_INDICES[value_variation] * COMPOSICAO_DIARIA_INDICES[weight_index]&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; )&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; )&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; )&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; / (&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;CALCULATE&nbsp;(&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; [daily_return_index],&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;ALLEXCEPT&nbsp;( COMPOSICAO_DIARIA_INDICES, Calendario[Date] )&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; )&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; )&nbsp; &nbsp; ))weight_index is this measure:weight_index =VAR TotalWeight = CALCULATE(SUM('COMPOSICAO_DIARIA_INDICES'[weight]), ALLEXCEPT('COMPOSICAO_DIARIA_INDICES', 'Calendario'[Date]))RETURN DIVIDE(SUM('COMPOSICAO_DIARIA_INDICES'[weight]), TotalWeight)What I'm doing seems to work if I don't apply any filter by ticker. But if I use a filter by ticker, the values don't change. For example, if I select only one ticker and its performance over the period was 20%, then its contribution should also be 20%, since it is the only one selected, but the calculated value is the same with all tickers

ashish_mathur · Answer

Hi,
Share some data to work with and show the expected result in a Table format.&nbsp; Share data in a format that can be pasted in an MS Excel file.&nbsp; If possible, please show the column headings in English.