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Adrien_86
New Member

Rolling performance measure

Hello everyone, 

 

I'd like to ask you about a little problem I'm having with Power Bi.

I want to create a dynamic graph with the following inputs: dates (x-axis) and sliding performance (y-axis) calculated via a measure.

 

My problem is with the measure. Using the latter, I want to calculate the performance of an index between 2 dates that can be modified.

 

The first performance data (the one with the earliest date in relation to the dates selected via the slicer) must always be 100. The other data are calculated as follows (see calculation below and photo of calculation): 

(Today's price) / (Last working day's price) * (Last working day's performance)

 

The problem is that I don't know how to do this using a measure. Does anyone have a solution or any ideas I can explore? 

 

 

Below are screenshots of what I want to display and the data I'm using.

 

Thanks in advance for your help 🙂

 
Image1.pngImage2.pngImage3.png
1 ACCEPTED SOLUTION

If it fits your needs try this for your model:

Performance = 
VAR _MIN = 
    CALCULATE(
        MIN('Calendar'[Date]),
        ALLSELECTED('Calendar'[Date]) )

VAR _MAX = 
    CALCULATE(
        MAX('Calendar'[Date]),
        ALLSELECTED('Calendar'[Date]) )

VAR _MIN_Value = CALCULATE(
                        [SUM Course],
                        'Calendar'[Date] = _MIN)

VAR _MAX_Value = CALCULATE(
                        [SUM Course],
                        'Calendar'[Date] = _MAX)

VAR _DIVIDE = DIVIDE([SUM Course], _MIN_Value) * 100

RETURN
IF(
    HASONEVALUE('Calendar'[Date]),
    _DIVIDE)

View solution in original post

9 REPLIES 9
sergej_og
Super User
Super User

So you have the smalest date selected by a slicer = Date de debut?
And then you want compare another (random) date selected by a slicer to this earliest date = Date de fin?

Did I get it right?
How do you select these dates?

Hi Sergej,

 

You can see (with the screen on my comment) the date selector I use on Power Bi.

Image4.png

 

Ah ok,
so it is a simple date slicer with a slider.
So you define MIN and MAX dates for your purpose.
Right?

Yes exactly

Hey @Adrien_86 ,
sthg like this?

sergej_og_0-1695978218276.png

After change your MIN Date using a slicer it will look like this:
New reference value is then your new MIN Date selected.

sergej_og_1-1695978377764.png

That´s what you wanted to see?

Line Chart:

sergej_og_2-1695978625134.png

 

If it fits your needs try this for your model:

Performance = 
VAR _MIN = 
    CALCULATE(
        MIN('Calendar'[Date]),
        ALLSELECTED('Calendar'[Date]) )

VAR _MAX = 
    CALCULATE(
        MAX('Calendar'[Date]),
        ALLSELECTED('Calendar'[Date]) )

VAR _MIN_Value = CALCULATE(
                        [SUM Course],
                        'Calendar'[Date] = _MIN)

VAR _MAX_Value = CALCULATE(
                        [SUM Course],
                        'Calendar'[Date] = _MAX)

VAR _DIVIDE = DIVIDE([SUM Course], _MIN_Value) * 100

RETURN
IF(
    HASONEVALUE('Calendar'[Date]),
    _DIVIDE)

Yes this is exactly what I'm looking for ! thank you so much !!!

You are welcome.
Have a nice weekend.

Thanks ! Have a nice weekend

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