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DAX Financial Functions

Power BI's DAX (Data Analysis Expressions) language includes a variety of financial functions that can be utilized for financial analysis and reporting purposes. Here are some commonly used financial functions in Power BI DAX:


CUMIPMT: This function calculates the cumulative interest paid on a loan between two specified periods.

CUMIPMT(rate, nper, pv, start_period, end_period, type)


CUMPRINC: Similar to CUMIPMT, but it calculates the cumulative principal paid on a loan between two specified periods.

CUMPRINC(rate, nper, pv, start_period, end_period, type)


DURATION: Calculates the Macaulay duration of a security that pays periodic interest.

DURATION(settlement, maturity, coupon, yld, frequency, [basis])


FV: Calculates the future value of an investment based on periodic, constant payments and a constant interest rate.

FV(rate, nper, pmt, [pv], [type])


IPMT: Calculates the interest payment for a given period of an investment.

IPMT(rate, per, nper, pv, [fv], [type])


IRR: Calculates the internal rate of return for a series of cash flows.

IRR(values, [guess])


MIRR: Calculates the modified internal rate of return for a series of cash flows, including both reinvestment and financing cash flows.

MIRR(values, finance_rate, reinvest_rate)


NPER: Calculates the number of payment periods for an investment based on constant periodic payments and a constant interest rate.

NPER(rate, pmt, pv, [fv], [type])


NPV: Calculates the net present value of an investment based on a series of periodic cash flows and a discount rate.

NPV(rate, value1, [value2], ...)


PMT: Calculates the periodic payment for an annuity investment based on constant payments and a constant interest rate.

PMT(rate, nper, pv, [fv], [type])


These are just a few examples of financial functions available in Power BI's DAX language. Each function serves a specific purpose in financial analysis and reporting, allowing users to perform various calculations efficiently within Power BI reports and dashboards.

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