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Helper I
Helper I

Calculate prior costs per project at the date of revenue

Hi everyone,

I'm trying to crack the following problem. I've attached the Excel file with the model and my measures:!Ao_VEs0z3bf5pVpZ360DvfwixfA1?e=ZNIpkV


I have an accounting log that stores sales and costs data for different projects.

Our business logic implies that costs must be written-off only when there is a revenue accounted for a project, and all the costs BEFORE revenue date should be included. If there are several revenue dates, we must write off all the costs between these dates.


I also want to keep lineage to "Expense Item" dimension.


Here's the desired output:

DesiredOutput.png Here, [Direct Costs] computes all the cost at their posting date. [WrittenOff Costs] is my failing creation. And [Desired Measure] is a workaround to show the desired output.


I'll be very grateful for any help.

Super User
Super User

Maybe something along the lines of :

VAR __Date = MAX([DAte])

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@Greg_Deckler , unfortunately I don't have a [Cost] column. [Cost] is a measure.


The formula you suggested (I called it [Values]) is equivalent to [Total Amount] measure in my model:

Gregs Formula.png

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