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ThornTech's avatar
ThornTech
Frequent Visitor
4 years ago
Solved

Tracking peak Equity over time

I am working on a dashboard where I need to track the max value from the start of the data to now. The dataset has multiple strategies in it denoted by "StratID" (1000000, 2000000, 3000000, etc... ...
Need Help
  • johnt75's avatar
    johnt75
    4 years ago

    You can use ALLEXCEPT,

    C_Peak Strat =
CALCULATE (
    MAX ( [Balance] ),
    ALLEXCEPT ( History, History[StratID] ),
    History[Trade ID] <= EARLIER ( History[Trade ID] )
)
johnt75's avatar
johnt75
Super User
4 years ago

You can use ALLEXCEPT,

C_Peak Strat =
CALCULATE (
    MAX ( [Balance] ),
    ALLEXCEPT ( History, History[StratID] ),
    History[Trade ID] <= EARLIER ( History[Trade ID] )
)