finance
4 TopicsHelp with Dax to calculate at rows level!!
Hi, I'm trying to calculate price impact base on fact sales data: Sales data contains sales information by invoices date, customer number and product. My price impact formular is : (Average selling price MTD - Average selling price same month last year)* Qty current month. The problem is the sub-category does not add up from rows level calculation. below is my dax: This is the current issue I have from sample737Views0likes3CommentsFV Function - Different compounding frequency and contribution frequency
Hi there, I am trying to implement the FV function as part of my dashboard calculator. I am needing to provide the user the flexibility to choose different interest compounding frequencies (eg. annually/monthly), whilst also allowing them to select their regular contribution frequency (e.g. annually/monthly). I have tried the following (refer below), but I can't quite get it to work. Any help would be appreciated. I imagine that I need integrated the frequencies of compound interest and contributions wrong in the below code. Expected Return w/ Regular Contributions = var n = // Frequency of compound IF( SELECTEDVALUE('Compound Frequency'[Compound Frequency])="Annually", 1, IF( SELECTEDVALUE('Compound Frequency'[Compound Frequency])="Monthly", 12) ) var m = // Frequency of contribution annually IF( SELECTEDVALUE('Contribution Frequency'[Contrib Freq])="Annually", 1, IF( SELECTEDVALUE('Contribution Frequency'[Contrib Freq])="Monthly", 12 ) ) var r = 'Slider Annual Rate of Return'[Annual Rate of Return Value] var P = 'Slider PV'[PV Value] var t = (MAX(DatesTBL[Year]) - YEAR(TODAY()))*n var PMT_ = 'Slider PMT'[PMT Value]*m/n RETURN if ( t>=0, FV(r/n,t,-PMT_,-P,0), blank() )Solved6KViews0likes6CommentsSimple Cost Ratio from GL Data
Hello all, pretty frustrated with what I feel should be a simple task I have a simple set of GL data, as seen below, where my amount is in one column, and my accounts are rows. I then do a very simple model where I have a GL Account class lookup table, which assigns the class "revenue" and "cost" to each account. I then just want to have a simple cost ratio at the account level, of cost/total revenue. the table should look as such below, but nothing returns at the account level for a margin. even the revenue accounts are wrong, as Revenue Reg should be 60% of total revenue, , and Revenue Spec should be 40% My measures are Value = SUM(data_table[Amount]) Total Revenue = CALCULATE([Value],gl_class[Class]="Revenue") Cost Margin = DIVIDE([Value],[Total Revenue]) any help would be greatly appreciatedSolved854Views0likes2CommentsCalculate opening balance together with transaction based data into one visual
Hello. I hope you can help me out I have to show both open and closing balances based on a lot of transactions from one dataset. I have to show opening balance up top and closing balance in the buttom of my matrix visual and in between is the kind of transaction which have adjusted the opening balance for the selected month. My data comes in the following diminsions: Date, amount, Transaction group. My problems is, how do i get the opening balance to show closing balance of last month for this month. Currently it is look like this: (Sorry for the red markings but the groups a confidencial) But i need it to go like this: I have gotten the first opening balance by creating a transaction group called opening balance and manuelle putting into my dataset. This is not a year to date visual. I have to see the impact each transaction group have on the "current" opening balance pr. month. Looking forward to hear from you.4.7KViews0likes8Comments