Rolling XIRR per project

Hi, Anonymous ;

You could try to create a column as follow:

Gross IRR3 = 
VAR minIndex =
    CALCULATE (
        MIN ( 'TEST - Working Capital'[Index] ),
        ALL ( 'TEST - Working Capital' )
    )
RETURN
    IF (
        'TEST - Working Capital'[Index] > minIndex,
        CALCULATE (
            XIRR (
                'TEST - Working Capital',
                'TEST - Working Capital'[Cash flow amount],
                'TEST - Working Capital'[Transaction Date]
            ),
            FILTER (
                ALLSELECTED ( 'TEST - Working Capital' ),
              EARLIER( 'TEST - Working Capital'[Index] ) >= 'TEST - Working Capital'[Index]
            )
        )
    )

The final show:

For reference:

 

Rolling XIRR Calculation

 

XIRR in differents periods

 

Solution to XIRR with Terminal Values

Best Regards,
Community Support Team _ Yalan Wu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Hi, Anonymous ,

May be ALLSELECTED();

If the above one can't help you get the desired result, please provide some sample data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. You can refer the following link to upload the file to the community. Thank you.

How to upload PBI in Community

Best Regards,
Community Support Team _ Yalan Wu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

Hi, Anonymous ;
You data is can't return vaild, if i change one value and filter little data,it will correct,

 

 XIRR Function (DAX) states: If the calculation fails to return a valid result, an error or value specified as alternateResult is returned.

https://www.microsoft.com/videoplayer/embed/RWLzrC

Or change it .

Gross IRR3 = 
VAR minIndex =
    CALCULATE (
        MIN ( 'TEST - Working Capital'[Index] ),
        ALL ( 'TEST - Working Capital' )
    )
RETURN
    IF (
        'TEST - Working Capital'[Index] > minIndex,
        CALCULATE (
            XIRR (
                'TEST - Working Capital',
                'TEST - Working Capital'[Cash flow amount],
                'TEST - Working Capital'[Transaction Date],0.1,-0.99
            ),
            FILTER (
                ALLSELECTED ( 'TEST - Working Capital' ),
              EARLIER( 'TEST - Working Capital'[Index] ) >= 'TEST - Working Capital'[Index]
            )
        )
    )

Best Regards,
Community Support Team _ Yalan Wu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.