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ak77
Post Patron
Post Patron

Annualized returns for 1 year, 2 year , 3 year

Hi All.

I am new to DAX and need help 

 

I need Annualized returns of  each Product of each entity for 1 year, 2 year , 3 year for the selected date in the date slicer(Year column)  and facing issue..the results just displays error when i use DAX.

 

The dataset is attached.

 

https://docs.google.com/spreadsheets/d/1RIjGhiQGfXcFJnse1HBR9yM9SicONWxU/edit?usp=sharing&ouid=11504...

 

Can someone please help me to get this: 

1 REPLY 1
amitchandak
Super User
Super User

@ak77 , refer if these approaches can help

https://community.fabric.microsoft.com/t5/Desktop/Annual-Returns/m-p/303787

https://funbiworld.com/2018-04-29-Accumulative-Calculation/

 

or try measures like these with date table

 

Cumulative Return =
CALCULATE(
PRODUCTX(VALUES('Date'[Date]), 1 + 'POC'[Value]),
FILTER(
ALLSELECTED('Date'),
'Date'[Date] <= MAX('Date'[Date])
)
) - 1


1-Year Annualized Return =
IF(
ISBLANK(
XIRR(
VALUES('Date'[Date]),
VALUES('POC'[Value]),
1
)
),
BLANK(),
XIRR(
VALUES('Date'[Date]),
VALUES('POC'[Value]),
1
) - 1
)

 

2-Year Annualized Return =
IF(
ISBLANK(
XIRR(
VALUES('Date'[Date]),
VALUES('POC'[Value]),
2
)
),
BLANK(),
XIRR(
VALUES('Date'[Date]),
VALUES('POC'[Value]),
2
) - 1
)

 

 

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