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aamira's avatar
aamira
Frequent Visitor
6 years ago
Solved

Rotación de Cartera

¡Saludos Comunidad!   Requiero por favor de su ayuda con el cálculo de la rotación de cartera por mes:     Los datos utilizados son las Ventas a Crédito y el Saldo Final:     Por ejemplo, mir...
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  • v-lili6-msft's avatar
    v-lili6-msft
    6 years ago

    hi  aamira 

    Try this way as below:

    Step1:

    Add  Year and Month column in Dimdate table

    Step2:

    Create three measure as below:

    valor = 
CALCULATE(SUM(Datos[Saldo Final]),FILTER(ALL(DimDate),DimDate[Year]=MAX(DimDate[Year])&&DimDate[Month]=12))-CALCULATE(SUM(Datos[Ventas Credito]),FILTER(ALL(DimDate),DimDate[Year]=MAX(DimDate[Year])&&DimDate[Date]>=MAX(DimDate[Date])))

    MonthlyPortfolio Rotation = 
var _maxmonth=CALCULATE(MAX(DimDate[Month]),FILTER(ALL(DimDate),DimDate[Year]=MAX(DimDate[Year])&&[valor]<0))
return
IF(MAX(DimDate[Month])=_maxmonth,CALCULATE([valor],FILTER(ALL(DimDate),DimDate[Year]=MAX(DimDate[Year])&&DimDate[Month]=_maxmonth+1))/DIVIDE(CALCULATE(SUM(Datos[Ventas Credito])),30),IF(MAX(DimDate[Month])>_maxmonth,30))
    Result = var _table=SUMMARIZE(DimDate,DimDate[Year],DimDate[Month],"_value",[MonthlyPortfolio Rotation]) 
return
SUMX(_table,[_value])

     

    Result:

     

    and here is sample pbix file, please try it.

     

    Regards,

    Lin

Greg_Deckler's avatar
Greg_Deckler
Icon for Community Champion rankCommunity Champion
6 years ago

Lo sentimos, el uso de software de traducción, así que no estoy seguro de entender completamente. ¿Quizás un problema total de medidas? Si es así, ver mi post al respecto aquí: https://community.powerbi.com/t5/DAX-Commands-and-Tips/Dealing-with-Measure-Totals/td-p/63376

Además, esta medida rápida, medida totales, la palabra final debe obtener lo que necesita:
https://community.powerbi.com/t5/Quick-Measures-Gallery/Measure-Totals-The-Final-Word/m-p/547907

  • aamira's avatar
    aamira
    Frequent Visitor
    6 years ago

    Greetings Community!

     

    Please require your help with calculating portfolio turnover per month 
     

    The data used are Credit Sales and the Final Balance 
     

    For example, let's look at the case of December 2019:

    The value of the Final Balance of the month is taken (December) 11,891 less Credit Sales 5,808 of the month (December), it gives us a result of 6,083; Then we subtract this result from the Credit Sales value of the previous month (November) 5,008, it gives us a result of 1,074, so on until the value is negative. When compared to the Credit Sales of the previous month (October) 4,820 gives us a negative result -3,746.

     

    The last positive value is 1,074, this value must be divided with the value obtained from the formula (Credit Sales / 30), 30 is a representation in days, this value is fixed; In this case 4,820 / 30 = 160,670,520. Now the next calculation is 1,074 / 160,670,520 = 6.69

    In this order of ideas, the Portfolio Rotation for the month of December 2019 would be 30 + 30 + 6.69 = 66.69.