Value between 2 dates

[Anonymous]

I need to calculate a measure which will always give me the most up todate value (the max date) for the NAV divided by the NAV on the a number of date ranges eg the last month, the last 3 months, the last year. I am trying to calculate the % between any of these two periods. The data is set out below. Thanks in advance. 

[Phil_Seamark · Accepted solution]

Hi @Anonymous

Here is one approach to consider as a calculated measure.  Just replace where I have Table 3 with your own table and set the format to Percent.

Measure 2 = 
VAR MonthsToLookBack = 3
VAR maxDate = MAX('Table 3'[Date])
VAR otherDate = CALCULATE(MAX('Table 3'[Date]),FILTER('Table 3','Table 3'[Date] < DATEADD('Table 3'[Date],MonthsToLookBack,MONTH)))

VAR LatestNAV = CALCULATE(MAX('Table 3'[Nav]),FILTER('Table 3',[Date]=maxDate))
VAR otherNAV = CALCULATE(MAX('Table 3'[Nav]),FILTER('Table 3',[Date]=otherDate))
RETURN DIVIDE (LatestNAV - otherNAV,LatestNAV)

[Ashish_Mathur · Accepted solution]

Hi @Anonymous,

Download the file from here.

[Anonymous]

Ashish, Thanks so much for you help. I'm getting there but keep hitting dax roadblocks;your input is invaluable and much appreciated. Thanks. 

[Ashish_Mathur]

You are most welcome.

[Anonymous]

Hi Ashish, I am struggling a bit to implement your solution which works for periods like 1 month, 3 months or 12 months but how could I factor in Year to date and since inception calculations using your model. 

[Phil_Seamark · Accepted solution]

Hi @Anonymous

Here is one approach to consider as a calculated measure.  Just replace where I have Table 3 with your own table and set the format to Percent.

Measure 2 = 
VAR MonthsToLookBack = 3
VAR maxDate = MAX('Table 3'[Date])
VAR otherDate = CALCULATE(MAX('Table 3'[Date]),FILTER('Table 3','Table 3'[Date] < DATEADD('Table 3'[Date],MonthsToLookBack,MONTH)))

VAR LatestNAV = CALCULATE(MAX('Table 3'[Nav]),FILTER('Table 3',[Date]=maxDate))
VAR otherNAV = CALCULATE(MAX('Table 3'[Nav]),FILTER('Table 3',[Date]=otherDate))
RETURN DIVIDE (LatestNAV - otherNAV,LatestNAV)

[Anonymous]

Hi Phil, 

Any chance you can show how I would adjust to fact in year to date and since inception dates. 

[Anonymous]

Finally figured it out! Thanks. 

[Anonymous]

Hi Phil, I copied this over to my model and the measure isn't producing any results. If I have to include Year to date and since inception could you explain what alternations I need to make to your measure