I have a sales forecast spreadsheet, which I'm looking to generate cash flow data off of.
My sales forecast looks like so
Base Revenue | Contract Date | Years Subscribed
€45,000 | 30/06/2020 | 3
Is there a way to return the future payment dates based on the contract date and years subscribed. Payments would occur on the contract date and every year thereafter for the duration of the contract.
Taking the example, we would want to see
Payment Date
30/06/2020
30/06/2021
30/06/2022
I have been able to get repeated values into an array using the following formula:
=TRANSPOSE(SPLIT(JOIN(",", ARRAYFORMULA(REPT(B2:B100 & ",",$C2:$C100))), ","))
In this case, it repeats the original contract date. I need to further increment that date.
The preference would be to have a single formula, rather than repeating per row since I cannot control what users will input into this.
try:
=ARRAYFORMULA(REGEXEXTRACT(TO_TEXT(B2), "(.*/)")&
ROW(INDIRECT("B"&YEAR(B2)&":B"&YEAR(B2)+C2-1)))
Related
Apologises if this question has already been raised but I'm struggling with my data model to create a rolling total / YTD sales using fiscal years.
I know PowerBI/DAX is great using calendar Jan-Dec dates but how do you amend this if your financial year begins in March-April instead?
When I created my calendar table, I used the CALENDEARAUTO() which gave me a column of dates from Jan to Dec as expected and when I change the function to CALENDERAUTO(3), my date column begins from March to April which makes sense.
However, if I use the CALCULATE and DATESYTD functions to sum the total sales column and choose the date column as described above, the result looks like:
Actual YTD = CALCULATE(sum('spend'[Actual]),DATESYTD('Fiscal Year Table'[Date],"03-31"))
What do I need to do exactly for it work in this exact date format?
Many thanks
Hash
This FEELS like something that can be done but I am at a loss for how to do it.
I have a table that has applicants for jobs...
name, requisition id, division, date applied, date hired
Each row is an applicant. Obviously not all applicants are hired. So in every row all fields are filled out with the exception of date hired for applicants that have not been hired.
I have slicers for month/quarter/year and division.
The date slicers all key off a field in every table called data_as_of which is the last day of the month with a one-to-many relationship with a date dimension table.
Here is a sample table...
[1]
[1]: https://i.stack.imgur.com/XQO9d.png
So here is what I'd like to do.
I'd like to slice by year and show a visual of all people hired in that year. Same with Quarter and Month (ie count all people in that quarter or month as appropriate). So far so good. That's easy.
Now on the same report page I'd like to show a visual (assume bar charts) that shows me a count of all the people that applied to the same requisition id prior to the date hired of whomever was hired in that requisition id.
Using the example above...
All of these examples assume 2021.
So if I used the month slicer in December I'd get 2 hirees in HR, Diane and Mel. In the second visual I'd get 7 Applicants.
If I used the month slicer to show November I'd get two hirees - Rhys and Jody. The applicant visual would show me 8 applicants. All 6 from requisition id 4 and 2 from requisition id 2 because one applied after Rhys was hired.
Consequently if I sliced for April of 2021 I'd get 1 hiree - Remi. In the applicant visual I'd get 4 applicants who all applied prior to Remi's hire date (including Morgan who applied in March but wasn't hired until May).
Does that all make sense?
I very much appreciate your help.
Best regards,
~Don
I have created 3 DAX measures in Power Pivot to calculate backlog value and I have an issue with filtering in pivot chart. When I filter out a specific time period, the backlog calculates only based on filtered dates. Instead of filtering, I would like to only "zoom in" to some specific time-range.
Measures
Opened:=CALCULATE(COUNTA([CreatedOn]))
Closed:=CALCULATE(COUNTA(Ticket[ClosedOn]),USERELATIONSHIP(Ticket[ClosedOn],'Calendar'[Date]))
Backlog:=CALCULATE([Opened]-[Closed],FILTER(ALLSELECTED('Calendar'),'Calendar'[Date]<=MAX('Calendar'[Date])))
Based on example data below, without filtering any dates the backlog value is following:
Date;Backlog
1/1/2021;1
2/1/2021;3
3/1/2021;1
4/1/2021;3
When I filter dates excluding 1st of January, I get following values:
Date;Backlog
2/1/2021;2
3/1/2021;1
4/1/2021;3
I want to get same values as without filtering the date. I just want to to "zoom in" on some specific date range. In my case i have 1 year of input data and want to see the backlog evolution of last 8 weeks. So when I filter last 8 weeks, my first week shows only value calculated for that week, but instead it should take into account all the values from previous periods + the result of first week
Example data
TicketNumber;Type;CreatedOn;ClosedOn;Status
ticket1;Service Request;1/1/2021;1/3/2021;Closed
ticket2;Incident Record;1/2/2021;1/3/2021;Closed
ticket3;Incident Record;1/2/2021;1/5/2021;Closed
ticket4;Service Request;1/4/2021;;Open
ticket5;Service Request;1/4/2021;;Waiting for
Fixed thanks to my colleague! :)
I had to change ALLSELECTED to ALL
Backlog:=CALCULATE([Opened]-[Closed],FILTER(ALL('Calendar'),'Calendar'[Date]<=MAX('Calendar'[Date])))
I have a Power BI/DAX question. I'm looking to summarize my data by getting monthly transaction sums (including the year as well, i.e. MM/YY) and filtering them by individual account numbers. Here is an example:
I want to take that and make it into this:
I converted the dates to the format I want with this code:
Transaction Month = MONTH(Table[Date]) & "/" & YEAR(Table[Date])
Then got the total monthly sum:
Total Monthly Sum = CALCULATE(sum(Table[Transaction Amount]),ALLEXCEPT(Table, Table[Transaction Month]))
Now I'm trying to figure out how to filter the total monthly sum by individual account numbers. Just as a note - I need this to be a calculated column as well because I'll want to identify accounts that surpass individual account monthly spending limits. Can anyone help me with this?
Thanks so much!
When working with calendar dates, it pays to have a calendar table linked to the transaction table. In the calendar table you will have each date, from the start date of your relevant time period to the end of the time period relevant to your data. The columns of the calendar table can then contain calculations on that date like month number, month name, year, year-month key, transaction month (as the first day of the month for the date in that row), etc.
Next, connect the two tables in the data model by dragging the transaction date to the calendar date column.
Now you can build charts and report tables that group data by month without writing any complicated DAX. Just pull the field "transaction month" from the calendar table and the Total Sum measure from the transaction table into the field well of the visual.
That's what Power BI is all about.
I have rows containing descriptions of services that have been ordered by our customers.
Table:
OrderedServices
Columns:
Id (key)
CustomerId
ServiceId
StartDate
EndDate
AmountOfTimeOrdered (hours)
IntervalType (month, week or day)
Interval (integer)
An example:
1;24343;98;2020-01-20;2020-06-05;1.5;day;3
The above is read as ”Customer w/ id 24343 has ordered service #98 to be executed 1.5hrs every 3rd day during the period 2020-01-20 up until 2020-06-05”
The first day of execution is always StartDate, so, in the given example, the services is first executed 2020-01-20, followed by 2020-01-23 (20+3), 2020-01-26, 2020-01-29 aso.
Now I want to calculate the total amount of time executed for a given ServiceType for a given time period.
E.g. 2020-01-01 - 2020-01-31 = 4 x 1.5 = 6hrs in total executed time for the above.
What I can’t figure out is how to create a measure, or a calculated table to achieve this.
Does anyone have an idea?
Kind regards,
Peter
Go to the query editor and use the following stepts:
If your column looks like in your example use as first step Split Column by Delimiter.
After this just add the following custom column: