Showing YTD costs as a proportion of average assets

[James-L]

Hello,

I would like to dynamically show the fee rate of YTD expenses as a function of total average assets a firm manages.

For example. If total costs in June was $500,000, and average assets for the year were $100,000,000 then the annualised fee rate would be:

$500,000 / 6 * 12 = $1,000,000 (Annualised Costs)

/

$100,000,000 (average assets for the year)

= 1%, 100bps

The formula will change when a different month is selected but I am not sure how to do this dynamically. I have attached a draft PBI file and an example in excel of what I am looking to do.

Thank you in advance for your help.

My date table looks like this:

[amitchandak · Accepted solution]

@James-L , Make sure you are using a date table, date of date table is joined with date of you table and use field from the date table in visual, measure and slicer

Try a meausre like

Divide( CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31")), month(Max(Date[Date])) )*12

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https://amitchandak.medium.com/power-bi-5-key-points-to-make-time-intelligence-successful-bd52912a5b...
To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.