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tameismael
Helper I
Helper I

Next months calculations

Hello Team,

 

i have a question please in regrd of the next months calculations , we have various deals and we'd like to anticipate the next 1, 2, 3 months funds based on the "Expected Close date of the deal", i used the below calculation but im not sure about the results yet as we don't have the numbers yet to compare with , but at least we would like to anticipate the Funds of the next 1, 2, 3 months . Can you please help me out to validate the below DAX for that purpose, the table is shown in the below image.  Thank you in advance for the support. 

 

Next Month Fund = CALCULATE(Sum(CREDPipedriveDeals[Product 1 - Initial Funding ($)(R)]),DATEADD(CREDPipedriveDeals[Expected close date],1,MONTH))   

 
 
 
 

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1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@tameismael ,

Make sure you use a calendar/date  table, marked as a date table

 

Next Month Fund = CALCULATE(Sum(CREDPipedriveDeals[Product 1 - Initial Funding ($)(R)]),DATEADD('Date'[date],1,MONTH))

 

Why Time Intelligence Fails - Powerbi 5 Savior Steps for TI :https://youtu.be/OBf0rjpp5Hw
https://amitchandak.medium.com/power-bi-5-key-points-to-make-time-intelligence-successful-bd52912a5b...
To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.

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1 REPLY 1
amitchandak
Super User
Super User

@tameismael ,

Make sure you use a calendar/date  table, marked as a date table

 

Next Month Fund = CALCULATE(Sum(CREDPipedriveDeals[Product 1 - Initial Funding ($)(R)]),DATEADD('Date'[date],1,MONTH))

 

Why Time Intelligence Fails - Powerbi 5 Savior Steps for TI :https://youtu.be/OBf0rjpp5Hw
https://amitchandak.medium.com/power-bi-5-key-points-to-make-time-intelligence-successful-bd52912a5b...
To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.

Did I answer your question? Mark my post as a solution! Appreciate your Kudos!! !!
Dashboard of My Blogs !! Connect on Linkedin
Want To Learn Power BI
Learn Power BI Beginners !! Advance Power BI Concepts !! Power BI For Tableau User !! Learn Power BI in Hindi !!
Proud to be a Super User!
!! Subscribe to my youtube Channel !!

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