Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Grow your Fabric skills and prepare for the DP-600 certification exam by completing the latest Microsoft Fabric challenge.

Reply
Absalon29
Helper III
Helper III

Using an opening balance to calculate the growth in assets of a fund over the previous year

I have two models. One shows the size of a fund over the past 12 months and the other shows the asset movements in/out of the fund over the previous year. I want to calculate what percentage increase/decrease  these asset movements represent as a percentage of the opening balance (the size of fund as at Jan 2022). 

1 ACCEPTED SOLUTION
v-cgao-msft
Community Support
Community Support

Hi @Absalon29 ,

 

It is not clear what your model looks like. I have made an sample file for your reference.

vcgaomsft_0-1675218818671.png

This link may also helps.

Standard time-related calculations – DAX Patterns

 

Best Regards,
Gao

Community Support Team

 

If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly. If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

How to get your questions answered quickly --  How to provide sample data in the Power BI Forum

View solution in original post

1 REPLY 1
v-cgao-msft
Community Support
Community Support

Hi @Absalon29 ,

 

It is not clear what your model looks like. I have made an sample file for your reference.

vcgaomsft_0-1675218818671.png

This link may also helps.

Standard time-related calculations – DAX Patterns

 

Best Regards,
Gao

Community Support Team

 

If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly. If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

How to get your questions answered quickly --  How to provide sample data in the Power BI Forum

Helpful resources

Announcements
RTI Forums Carousel3

New forum boards available in Real-Time Intelligence.

Ask questions in Eventhouse and KQL, Eventstream, and Reflex.

MayPowerBICarousel

Power BI Monthly Update - May 2024

Check out the May 2024 Power BI update to learn about new features.