Current Vs. Target Allocation Weighting

Data Visualizations
9

Hi @jsailar,

That is an entirely different matter, therefor I would like to suggest that you mark the answer to your original question in this thread as solved and start a new one.

To give you an idea - it’s not hard to identify assets missing:

EXCEPT = 
VAR CurrAssets = SUMMARIZE( 'Current Assets_Table', 'Current Assets_Table'[Asset Name], 'Current Assets_Table'[Ticker] )
VAR Portfolio = SUMMARIZE( 'Model Portoflios', 'Model Portoflios'[Asset Name], 'Model Portoflios'[Ticker] )
RETURN

COUNTROWS(
    EXCEPT( Portfolio, CurrAssets )
)

Or commonalities between both tables.

INTERSECT = 
VAR CurrAssets = SUMMARIZE( 'Current Assets_Table', 'Current Assets_Table'[Asset Name], 'Current Assets_Table'[Ticker] )
VAR Portfolio = SUMMARIZE( 'Model Portoflios', 'Model Portoflios'[Asset Name], 'Model Portoflios'[Ticker] )
RETURN

COUNTROWS(
    INTERSECT( Portfolio, CurrAssets )
)

.
eDNA - Securities Roadmap Dashboard.pbix (400.6 KB)
I hope this is helpful

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