dax calculation total is incorrect
im trying to calculate return on investement for stocks data based on the formula ( current price-initial cost)/initial cost. i calculated first the initial cost ( purchased amount * number of stocks purchased) then the current position price as: (current price* number of stocks purchased) and finally i want to get Profit/Loss amount and Profit/Loss %. simply i subtracted : current price-initial cost and for the percentage i calculated it as:( current price-initial cost)/initial cost. the result is correct for indivisual stock but the overall total purchased amount value, Profit/Loss value and percentage is incorrect in the total , it's taking the sum(last closing price) * sum (number of stocks purchased): 53*135934=7204502 which is wrong. the correct result should be the sum of column 4693.579996 which is the sum of all values in the amount purchased column. the line chart is also showing incorect percentages in the overall return but only correct values for indiviual stocks the used DAX measures amount purchased value = CALCULATE(SUM('user portfolio'[number of stocks purchased])*[last closing price]) p&l = CALCULATE([amount purchased value]-SUM('user portfolio'[Amount Purchased])) p&l % = CALCULATE(([amount purchased value]-SUM('user portfolio'[Amount Purchased]))/SUM('user portfolio'[Amount Purchased]),FILTER('stocks data','stocks data'[date diff]>=0)) puchasing date diff column = DATEDIFF(RELATED('user portfolio'[Date Purchased]),'stocks data'[Date],DAY) any idea on how to fix the calculation to show the correct overall profit/loss value and percetage? note: when calcuting ROI there are other things taken into consideration like : dividend, commission fees, etc. and this example is just a simple case 🙂
Total value coming from measure is wrong
Hello, I developed this measure: CALCULATE(if([COUNTReport]=2, DIVIDE(SUM(FactOTDJnJPap[measurevalue]),2), SUM(FactOTDJnJPap[measurevalue])), FactOTDJnJPap[IDTypeReportJnJPharma] IN {1,5}) The row values are correct but the total is wrong, the value should be around 9,2. In the next image I explain better what I have now coming from the Fact and what I need to calculate. I have a line chart with the values for every Site (this one is showing the correct values) and another one with the total value divided by the number of sites (it's not always the same number) for that month. Really appreciate your help, I'm stucked with this for 2 days. Thanks is advance.
