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

[Anonymous]

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). 

[Anonymous · Accepted solution]

Hi @Anonymous ,

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

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!

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