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juliliscarmo's avatar
juliliscarmo
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8 years ago
Solved

TWRR -time-weighted return

Hello everyone, I'm trying to do TWRR (time-weighted return) on Power BI. Therefore, the formula consists of two steps, first the increment value of two periods (+1), and then the product value of t...
  • Anonymous's avatar
    Anonymous
    8 years ago

    Hi juliliscarmo,

     

    Maybe you can try to use below formula, I extend measure as column and add to variable table, then use this variable table and new column to calculate.

    Product Increase =
VAR temp =
    ADDCOLUMNS ( ALLSELECTED ( Table1 ), "InCrease", [increase] )
RETURN
    PRODUCTX ( FILTER ( temp, [ID] = MAX ( Table1[ID] ) ), 1 + [InCrease] )

     

    Regards,

    Xiaoxin Sheng

Anonymous's avatar
Anonymous
Not applicable
8 years ago

Hi juliliscarmo,

 

Maybe you can try to use below formula, I extend measure as column and add to variable table, then use this variable table and new column to calculate.

Product Increase =
VAR temp =
    ADDCOLUMNS ( ALLSELECTED ( Table1 ), "InCrease", [increase] )
RETURN
    PRODUCTX ( FILTER ( temp, [ID] = MAX ( Table1[ID] ) ), 1 + [InCrease] )

 

Regards,

Xiaoxin Sheng

juliliscarmo's avatar
juliliscarmo
Icon for Helper I rankHelper I
8 years ago
Hi Anonymous it didn't work. Could you please send me the file you have made.
Thank you
Juli