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I've been scratching my head on this one for a minute now. I need to create a cash flow projection that shows projected recurring revenue by month and day going forward.
The recurring payments can either be monthly, quarterly or annual payments.
The columns I have available to generate this report are:
1. Sign Up date
2. Plan Type (Monthly, quarterly or annual)
3. Payment Amount
The monthly payments are easy. I am struggling with the quarterly and annual payments. For example, if a customer's sign up date is 03/02/2017, they would have quarterly payments coming up on 06/02/2017, 09/02/2017 etc. Can I use DAX to create a measure that will give me the dates going forward?
Thanks!
DATEADD
https://msdn.microsoft.com/en-us/library/ee634905.aspx
I am aware that DATEADD will give me the next date. How would I get all dates for the next 18 months?
Hi,
How do you want these dates to show? One column may be a good idea. First, create a table like the one upper of the picture in a workbook. Upload to Power BI Desktop. Then use this formula.
NextQuarters =
EDATE ( 'Table1'[SingUpDate], 3 * 'Table1'[Quarters] )
Best Regards!
Dale
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