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brwalker
Frequent Visitor

GENERATESERIES() from start date to end date with an interval of 15th day of the month

Hello,

I'm calculating a DAX table to forecast revenue by using GENERATESERIES(start_date, end_date).  Rather than generating a series of dates between the start and end date, is it possible to GENERATESERIES() with a filter to show only a particular day of each month, resulting in a series of dates, one entry for each month?  I've tried to use intervals, such as 30, but months are skipped or duplicated.  

1 ACCEPTED SOLUTION

@brwalker OK, so why not:

BACKLOG_v7_Revenue_TEST =
VAR baseTable =
    CALCULATETABLE (
        SUMMARIZECOLUMNS (
            Dim_PROJECT[Project_Name],
            -- Dim_PROJECT[Name],
            Dim_PROJECT[Dim_ORG.ORG],
            Dim_PROJECT[Dim_CONTRACT_ID.Prime_Contract_ID],
            Dim_PROJECT[Dim_POP.PoP Start],
            Dim_PROJECT[Dim_POP.PoP End],
            REVENUE[Last_Revenue_Date]
        ),
        Dim_PROJECT[Dim_POP.PoP Start] <> BLANK (),
        -- cannot generate series with empty values
        Dim_PROJECT[Dim_POP.PoP End]
            <> BLANK () --,  -- cannot generate series with empty values
    )
RETURN
    GENERATE (
        baseTable,
        VAR PoP_Days =
            DATEDIFF (
                Dim_PROJECT[Dim_POP.PoP Start],
                EOMONTH ( REVENUE[Last_Revenue_Date], 0 ),
                DAY
            )
        VAR _Start =
            CALCULATE (
                MINX ( VALUES ( Dim_PROJECT[ID] ), MIN ( Dim_PROJECT[Dim_POP.PoP Start] ) )
            )
        VAR _End =
            EOMONTH ( REVENUE[Last_Revenue_Date], 0 )
        VAR CTD_Revenue = [Revenue (Contract to Date)]
        VAR Contract_Value = [Project Value Total Amount]
        VAR _Value_Revenue =
            DIVIDE ( CTD_Revenue, PoP_Days, BLANK () )
        VAR _Value_Contract =
            DIVIDE ( Contract_Value, PoP_Days, BLANK () )
        VAR Billed = [Amount Billed]
        VAR _Value_Billed =
            DIVIDE ( Billed, PoP_Days, BLANK () )
        VAR _Backlog = _Value_Contract - _Value_Revenue
        RETURN
            GENERATE (
                FILTER(
                  GENERATESERIES ( _Start + 1, _End ),
                  DAY([Value]) = 15
                ),
                VAR inc = [Value]

                RETURN
                    ROW (
                        "Days", PoP_Days,
                        "Amount", _Value_Revenue,
                        "Last Date to Calc Backlog", EOMONTH ( REVENUE[Last_Revenue_Date], 0 ),
                        "Type", "Revenue"
                    )
            )
    )

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View solution in original post

3 REPLIES 3
Greg_Deckler
Super User
Super User

@brwalker So like:

Table = 
  FILTER(
    GENERATESERIES(DATE(2023,1,1),DATE(2023,12,31),1),
    DAY([Value]) = 15
  )

@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
The Definitive Guide to Power Query (M)

DAX is easy, CALCULATE makes DAX hard...

Thank you @Greg_Deckler  for the quick reply.  I've tried it, but the date inputs are dynamic.  Example code:

 

BACKLOG_v7_Revenue_TEST =
VAR baseTable =
    CALCULATETABLE (
        SUMMARIZECOLUMNS (
            Dim_PROJECT[Project_Name],
            -- Dim_PROJECT[Name],
            Dim_PROJECT[Dim_ORG.ORG],
            Dim_PROJECT[Dim_CONTRACT_ID.Prime_Contract_ID],
            Dim_PROJECT[Dim_POP.PoP Start],
            Dim_PROJECT[Dim_POP.PoP End],
            REVENUE[Last_Revenue_Date]
        ),
        Dim_PROJECT[Dim_POP.PoP Start] <> BLANK (),
        -- cannot generate series with empty values
        Dim_PROJECT[Dim_POP.PoP End]
            <> BLANK () --,  -- cannot generate series with empty values
    )
RETURN
    GENERATE (
        baseTable,
        VAR PoP_Days =
            DATEDIFF (
                Dim_PROJECT[Dim_POP.PoP Start],
                EOMONTH ( REVENUE[Last_Revenue_Date], 0 ),
                DAY
            )
        VAR _Start =
            CALCULATE (
                MINX ( VALUES ( Dim_PROJECT[ID] ), MIN ( Dim_PROJECT[Dim_POP.PoP Start] ) )
            )
        VAR _End =
            EOMONTH ( REVENUE[Last_Revenue_Date], 0 )
        VAR CTD_Revenue = [Revenue (Contract to Date)]
        VAR Contract_Value = [Project Value Total Amount]
        VAR _Value_Revenue =
            DIVIDE ( CTD_Revenue, PoP_Days, BLANK () )
        VAR _Value_Contract =
            DIVIDE ( Contract_Value, PoP_Days, BLANK () )
        VAR Billed = [Amount Billed]
        VAR _Value_Billed =
            DIVIDE ( Billed, PoP_Days, BLANK () )
        VAR _Backlog = _Value_Contract - _Value_Revenue
        RETURN
            GENERATE (
                GENERATESERIES ( _Start + 1, _End ),
                VAR inc = [Value]

                RETURN
                    ROW (
                        "Days", PoP_Days,
                        "Amount", _Value_Revenue,
                        "Last Date to Calc Backlog", EOMONTH ( REVENUE[Last_Revenue_Date], 0 ),
                        "Type", "Revenue"
                    )
            )
    )

@brwalker OK, so why not:

BACKLOG_v7_Revenue_TEST =
VAR baseTable =
    CALCULATETABLE (
        SUMMARIZECOLUMNS (
            Dim_PROJECT[Project_Name],
            -- Dim_PROJECT[Name],
            Dim_PROJECT[Dim_ORG.ORG],
            Dim_PROJECT[Dim_CONTRACT_ID.Prime_Contract_ID],
            Dim_PROJECT[Dim_POP.PoP Start],
            Dim_PROJECT[Dim_POP.PoP End],
            REVENUE[Last_Revenue_Date]
        ),
        Dim_PROJECT[Dim_POP.PoP Start] <> BLANK (),
        -- cannot generate series with empty values
        Dim_PROJECT[Dim_POP.PoP End]
            <> BLANK () --,  -- cannot generate series with empty values
    )
RETURN
    GENERATE (
        baseTable,
        VAR PoP_Days =
            DATEDIFF (
                Dim_PROJECT[Dim_POP.PoP Start],
                EOMONTH ( REVENUE[Last_Revenue_Date], 0 ),
                DAY
            )
        VAR _Start =
            CALCULATE (
                MINX ( VALUES ( Dim_PROJECT[ID] ), MIN ( Dim_PROJECT[Dim_POP.PoP Start] ) )
            )
        VAR _End =
            EOMONTH ( REVENUE[Last_Revenue_Date], 0 )
        VAR CTD_Revenue = [Revenue (Contract to Date)]
        VAR Contract_Value = [Project Value Total Amount]
        VAR _Value_Revenue =
            DIVIDE ( CTD_Revenue, PoP_Days, BLANK () )
        VAR _Value_Contract =
            DIVIDE ( Contract_Value, PoP_Days, BLANK () )
        VAR Billed = [Amount Billed]
        VAR _Value_Billed =
            DIVIDE ( Billed, PoP_Days, BLANK () )
        VAR _Backlog = _Value_Contract - _Value_Revenue
        RETURN
            GENERATE (
                FILTER(
                  GENERATESERIES ( _Start + 1, _End ),
                  DAY([Value]) = 15
                ),
                VAR inc = [Value]

                RETURN
                    ROW (
                        "Days", PoP_Days,
                        "Amount", _Value_Revenue,
                        "Last Date to Calc Backlog", EOMONTH ( REVENUE[Last_Revenue_Date], 0 ),
                        "Type", "Revenue"
                    )
            )
    )

@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
The Definitive Guide to Power Query (M)

DAX is easy, CALCULATE makes DAX hard...

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