How to calculate Annualization In Dax? Help needed

DAX DAX Calculations
1

Hi,

I am having trouble calculate Annualized Return on Assets.
The calculation is Earning/Asset*(Selected Month/12).
The tables I have are Date Table and an Pivoted Financial table shown in the attachment.
What I hope to achieve is having a dax calcualtion where I could select any given month period the
(Selected month) in the bracket will change accordingly.
ROA(KPI) = [AA_400000]/(Selected month)*12/[AA_500000]

I wonder how this could be done in the dax formula? The output will be a percentage figure.

Pivoted Financial Table
Pivoted Financial Table789×1011 77 KB

Date Table
Date Table878×838 86.9 KB

Annaulized ROA PBIX.pbix (89.3 KB)

Thanks in advance,
Laurence

2

The attachment didn’t come through. Do you have a work-in-progress PBIX file to upload for the forum members to review?
Greg

3

Hi Greg,

Thanks for noticing. Here is the attachment for review.
Annaulized ROA PBIX.pbix (89.3 KB)

B.R.
Laurence

4

Happy new year! Bumping this post for more visibility.

5

Hi @laurencesu

Are you looking to select Month in a Slicer and based on that get the selected Month. If yes, then can try something like below. Here, max(‘Date Table’[MonthOfYear]) is returning the Selected Month from Date table based on period selected in slicer.

   ROA(KPI) = var selectedMonth = max('Date Table'[MonthOfYear])
var AA_400000 = Sum('Financial Table'[AA_400000])
var AA_500000 = Sum('Financial Table'[AA_500000])
return

Divide(AA_400000,AA_500000) * Divide(selectedMonth,12)

Attached the PBIX Annaulized ROA PBIX (1).pbix (91.9 KB)

If looking for something else then please clarify.

Thanks
Ankit J

1 Like
6

Hi @laurencesu we’ve noticed that no response has been received from you since a few days ago.

We just want to check if you still need further help with this post?

In case there won’t be any activity on it in the next few days, we’ll be tagging this post as Solved.

7

Hi Ankit,

Thank you for taking the time to look into this. It worked perfectly : )

Laurence