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GracieLeeMonroe
Frequent Visitor

DAX code for calculating Deferred Revenue Schedule

Hi all

I am new to Power BI & DAX. I am working on a revenue recognition data model which does include deferred revenue. My base data is detailed invoice information (on invoice line level) and the revenue for certain products is recognized over time. So as of now I am stuck with creating the formula to calculate current month revenue, future month revenue and nice to have the deferred revenue balance by period. I am aware, that I should use a measure for this. The invoice period is not necessarily the start of revenue recognition, contract term might vary too. Does anyone have an idea how to create those measures?

 

FutureRevenueCalc.png

 

Thanks for your help!

GracieLee

2 REPLIES 2
Greg_Deckler
Super User
Super User

@GracieLeeMonroe 
Take a look at these two Quick Measures as I think you want something like them.

https://community.powerbi.com/t5/Quick-Measures-Gallery/Open-Tickets/m-p/409364
https://community.powerbi.com/t5/Quick-Measures-Gallery/Periodic-Billing/m-p/409365

 

If not, Sorry, having trouble following, can you post sample data as text and expected output?
Not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882

Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.


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@Greg_Deckler Thanks for your quick answer. And my apologies, I just used the information from another message board where I did not get any answers. I will try the threads you suggested and update my post in the way you guys need it in case I fail. For now I work on finishing the data in calculated columns for all my data models first.

Regards

GracieLee

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