Create Calculated Column for new security trades which shows either current holdings, buys, sells
Hi Guys - newbie here, i am trying to add a column which identifies new trades between two dates (current week and prior week) with the goal to calculate the total value of new trades , sells, and existing holdings. My data set looks something like this (Type of Holding is what I want the calculated column to look like) Link to sample dataset: https://docs.google.com/spreadsheets/d/e/2PACX-1vQQCHpm7AAomMcuPlExXjY3tYnj7WzLkiZXfPUvL6FHtzMUc-untTIlfSNzMNBIL9BLZSbvaNXu7NVG/pubhtml I would like to use this column to track the changes in face value using a decomposition tree (something similar to the below example).DAX - Number of New Customers
Hello, I have the following formula to calculate the amount of new customers in any period. But, I need to include in this formula the filter of a column (Document = "A/R Invoice"). How do I do that ? New Customers = var vFirst_Purchase = CALCULATETABLE( ADDCOLUMNS( VALUES(SBOPRODMS[PN Name]), "Date_First_Purchase", Calculate(MIN(SBOPRODMS[Data NF])) ), All(dCalendar) ) var vResult = FILTER( vFirst_Purchase, [Date_First_Purchase] in VALUES(dCalendar[Date]) ) return Countrows(vResult)
