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Hi,
I am a little bit stuck at moment.
I would like to create a Dashboard with show the future development of an Accouts Balance based on a Budget table.
Here the tables I have.
dCalendar
Date | Year | Month | MonthNo | Day | DayNo
fScheduledMovements
Description | Category | Amount | Periodicity | MonthNo (of Movement | DayNo (of Movement) | Annual Budget
fAccount
Date | Description | TransactionID | Category | Credit | Debit | Balance
Based on the Table fScheduledMovements I would like to create a Dashboard with shows the future development of the Balance of the Account.....I wonder if this is possible via DAX?!
If yes...can anyone give me a hint how I can calculate the future Budget Payments based on MonthNo and DayNo for the Expenses? My goal was to only create one table with one entry per Expense so I would not need to create a Table based on every single day and every year.
Thank you in advance for any help and ideas.
Regards,
Alain
Solved! Go to Solution.
Hi There,
Found a way myself:
fBudgetForcast = GENERATE(dCalendar; CALCULATETABLE(dBudgetFixCosts; FILTER(dBudgetFixCosts; dCalendar[DayNo] = dBudgetFixCosts[RenewDayNo]); FILTER(dBudgetFixCosts; OR( dBudgetFixCosts[Periodicity] = "Monthly"; AND(dBudgetFixCosts[Periodicity] = "Yearly"; dCalendar[MonthNo] = dBudgetFixCosts[RenewMonthNo]) ) ) ) )
The Main issue for was to find the correct logic. Maybe there is a nicer way...but for the moment it works.
If anyone has a better idea how to sovle my problem, thanks in advance.
Regards,
Alain
Hi There,
Found a way myself:
fBudgetForcast = GENERATE(dCalendar; CALCULATETABLE(dBudgetFixCosts; FILTER(dBudgetFixCosts; dCalendar[DayNo] = dBudgetFixCosts[RenewDayNo]); FILTER(dBudgetFixCosts; OR( dBudgetFixCosts[Periodicity] = "Monthly"; AND(dBudgetFixCosts[Periodicity] = "Yearly"; dCalendar[MonthNo] = dBudgetFixCosts[RenewMonthNo]) ) ) ) )
The Main issue for was to find the correct logic. Maybe there is a nicer way...but for the moment it works.
If anyone has a better idea how to sovle my problem, thanks in advance.
Regards,
Alain
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