Kaitlyn2004
New Member
- Joined
- Jun 14, 2014
- Messages
- 1
I'm trying to work on my own investment tracking spreadsheet, and trying to learn from the PortfolioSlicer workbook.
I'm trying to get the "Equity Value" which is this calculated field:
However it's just giving blank values. If I change it to this:
Then I am in fact getting the Qty Held * 2 showing up.
Anyone have any insights as to why the inner formula is failing/returning blank values? Been pulling my hair out here
If I create a 2nd calculated field:
I am in fact getting the correct last row/last date I have for that specific symbol
I'm trying to get the "Equity Value" which is this calculated field:
Code:
=ROUND(
CALCULATE(
SUMX(tblSymbols
, tblReport[Qty Held]
* CALCULATE(VALUES(Quotes[Close])
, LASTNONBLANK(
DATESBETWEEN(Dates[Date], DateAdd(LastDate(Dates[Date]), -40, day), MAX(Dates[Date]))
, CALCULATE(COUNT(Quotes[Close]) ))
)
)
, LASTDATE(Dates[Date]), All(Dates)
)
, 2)
However it's just giving blank values. If I change it to this:
Code:
=ROUND(
CALCULATE(
SUMX(tblSymbols
, tblReport[Qty Held]
* 2
)
, LASTDATE(Dates[Date]), All(Dates)
)
, 2)
Then I am in fact getting the Qty Held * 2 showing up.
Anyone have any insights as to why the inner formula is failing/returning blank values? Been pulling my hair out here
If I create a 2nd calculated field:
Code:
=LASTNONBLANK(
VALUES(Dates[Date])
, CALCULATE(COUNT(Quotes[Close])))
I am in fact getting the correct last row/last date I have for that specific symbol
Last edited: