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DAX - Equity Value
Hi Vidas!
I am redoing the Power Bi file according to my needs.
I will not use different currencies.
I will not use Sector and Sensitivity.
I can not rewrite Dax Equity Value without taking currencies into account.
I tried:
Equity Value = ROUND (SUM (VALUES (dbActive [ACTIVE])
; ROUND (
CALCULATE (SUM (fTrans [Qt-])
; DATESBETWEEN (Calendar [Date]; BLANK (); MAX (Calendar [Data])); All (Calendar)
; ALL (dbOper); DbOper [F IMPACT STOCK] <> 0;
)
; 3)
* CALCULATE (Values (Quotation [Cot])
; LASTNONBLANK (
DATESBETWEEN (Calendar [Date], DateAdd (LastDate), -40; day), MAX (Calendar [Data])
; CALCULATE (COUNT [Quote])))
)
)
; 2)
But it did not work.
Would you help me?
I am redoing the Power Bi file according to my needs.
I will not use different currencies.
I will not use Sector and Sensitivity.
I can not rewrite Dax Equity Value without taking currencies into account.
I tried:
Equity Value = ROUND (SUM (VALUES (dbActive [ACTIVE])
; ROUND (
CALCULATE (SUM (fTrans [Qt-])
; DATESBETWEEN (Calendar [Date]; BLANK (); MAX (Calendar [Data])); All (Calendar)
; ALL (dbOper); DbOper [F IMPACT STOCK] <> 0;
)
; 3)
* CALCULATE (Values (Quotation [Cot])
; LASTNONBLANK (
DATESBETWEEN (Calendar [Date], DateAdd (LastDate), -40; day), MAX (Calendar [Data])
; CALCULATE (COUNT [Quote])))
)
)
; 2)
But it did not work.
Would you help me?
Comments
It is very hard to understand your code because:
1. You have not formatted it properly. Paste code, select it and then from menu just above edit box choose Paragraph sign and then "Code".
2. I do not know your table structure, so it is hard for me to guess what is where. Does table dbActive in your structure represents symbol?
To test - first ignore Price part - remove it and store samewere safe. Then try to return number of shares between all symbols - make that work. Then add multiplication by latest price.
I adapted with a full version of the portfolio slicer.
I have another question, but as the subject is different I will open a new topic.