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xierwee
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Joined 7 years ago
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Treemap and Card
Hi, I have a question regarding Treemap and Card when they are connnected. when I click one block in the Treemap, a corresponding value will be displayed in the Card. When nothing in the Treemap is selected, it will show the sum of the values in the Card data. But I'd like to show another value in the Card data when nothing is selected in the Treemap. Thank you in advance.Solved1.2KViews0likes3CommentsRe: Cumulative return over measure
thanks very much. here is what I expected how to calculate the return. for Nov. Normlized weights should be w_fund1 = 0.053968056/sum(0.053968056+0.019089831+0.056629009) w_fund2 = 0.019089831/sum(0.053968056+0.019089831+0.056629009) w_fund3 = 0.056629009/sum(0.053968056+0.019089831+0.056629009) return of the portfolio for Nov. would be: 0.01133744* w_fund1 +0.0053*w_fund2+-0.02419735*w_fund3 = -0.005067869 Same calculation for Dec, portfolio return in Dec would be: 0.001494652 In the end cumulative return should be (1+(-0.005067869))*(1+0.001494652)-1 I want to make the calculation dynamically based on slicer of time and funds.6.7KViews0likes2CommentsRe: Cumulative return over measure
Hi Cmcmahan, thanks for your attention. My measure is calculating this: 1. sum up the weights of funds selected by slicer. 2. divide the weights of the selected funds by the total weights from step 1 the above two steps are normalizing the weights. 3. multiply the normalized weights with their returns seperately, in this way, we can get the portfolio return. I checked, until this step the results are correct. to calculate the cumulative return, one doesn't need to reset every year. actually it should be accumulated. In excel, the formula is product((year1.month1 return+1):(yearn.monthn return+1)) -1. The last step, I cannot replicate the result in DAX. :(6.7KViews0likes7CommentsCumulative return over measure
The whole idea is to calculate the cumulative return given any two or three funds selected by slicer. I want to calculate the cumulative return based on returns computed in a measure. The return is calculated through norm_return = sumx(perf, divide(sum(perf[weight]),calculate(sum(perf[weight]), ALLSELECTED(perf[fund])))*perf[return]) perf is the following table. date fund return weight Thursday, November 30, 2017 1 0.01133744 0.053968056 Thursday, November 30, 2017 2 0.00702807 0.04245025 Thursday, November 30, 2017 3 0.0053 0.019089831 Thursday, November 30, 2017 4 0.0156119 0.035882437 Thursday, November 30, 2017 5 -0.02419735 0.056629009 Thursday, November 30, 2017 6 -0.00686886 0.026112976 Sunday, December 31, 2017 7 0.01373375 0.044470247 Sunday, December 31, 2017 8 0.043576192 0.031402827 Sunday, December 31, 2017 1 0.00145722 0.054592163 Sunday, December 31, 2017 2 0.03427474 0.04286166 Sunday, December 31, 2017 3 0.01015653 0.019194537 Sunday, December 31, 2017 4 0.00655988 0.036444948 Sunday, December 31, 2017 5 -0.00147659 0.055268904 Sunday, December 31, 2017 6 -0.06252099 0.025938378 Wednesday, January 31, 2018 7 0.04195384 0.046180235 Wednesday, January 31, 2018 8 0.03517398 0.033591548 Wednesday, January 31, 2018 1 0.0352947 0.049886267 Wednesday, January 31, 2018 2 0.01288301 0.045347082 Wednesday, January 31, 2018 3 0.01361672 0.019874837 Wednesday, January 31, 2018 4 0.01610036 0.037566834 Wednesday, January 31, 2018 5 0.026 0.056568703 Wednesday, January 31, 2018 6 0.02667416 0.024925369 Wednesday, February 28, 2018 7 0.01473389 0.046931471 Wednesday, February 28, 2018 8 0.01555312 0.033915857 Wednesday, February 28, 2018 1 -0.04758011 0.050346059 Wednesday, February 28, 2018 2 0.00727713 0.044755501 Wednesday, February 28, 2018 3 -0.00416334 0.019648835 Wednesday, February 28, 2018 4 0.00121724 0.037215983 Wednesday, February 28, 2018 5 0.013991 0.056608682 Wednesday, February 28, 2018 6 0.00378632 0.024959378Solved7.2KViews0likes11Commentsparameter input
Hi Expert, to make the report more interactive, is there a way to give the user some freedom to enter some parameters? What if or Parameter manager seems can do this job, but for layman it's not that straightforward. someone suggests power bi + powerapps+ flow can do the work, but not know how exactly. Someone has better solution?708Views0likes3Comments
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