Return value based on most recent date

DAX DAX Calculations
1

Hi All,

As a beginner to Power BI I probably have a relatively easy question :sweat_smile: :

I have a fact table that contains the price history of a certain asset (column named close):
afbeelding

Now I created a what if parameter in which the user can input the amount of stocks he owns. As a small detail I would like to create a card which shows the current total $ value of his holdings.

In other words: Todays value of the asset * the amount of stocks he owns.

I tried to create a formula with the LASTDATE function, but until now I havenā€™t succeeded.

It would be great if someone is willing to help me out.

Thank you,

Folkert

2

Hello Folkert,

Can you provide a pbix sample of the scenario?

Thanks, so much!

3

PBIX example.pbix (155.3 KB)

Yes of course, please find attached.
Just to be clear: Todays value = the ā€˜closedā€™-column price of the most recent date in the table.

4

@Folkert,

Hereā€™s a solution I worked up based on some sample date I had from another forum response. Iā€™m sure there is a more efficient way to do this, but as is often said on this forum ā€œif it works, it ainā€™t dumbā€ā€¦

Most Recent Price = 

VAR PriceDate =
CALCULATE(
    MAX( 'HRC Data'[Date] ),
    'HRC Data'[Price] <> BLANK()
)

VAR LatestPrice =
CALCULATE(
    SELECTEDVALUE( 'HRC Data'[Price] ),
    'HRC Data'[Date] = PriceDate
)

RETURN
LatestPrice

image

Hope this is helpful. Solution file attached.

2 Likes
5

@BrianJ

Awesome, it worked, Cheers :smiley:

6

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