Aggregate values by Year-Month

[themistoklis]

Hello All,

Im a fairly new user on PowerBI and i would like to do the following calculation in the application.

Example: I have various projects for which I issue multiple invoices to clients (turnover) and I also receive multiple invoices from partners (Cost). The projects can last from 1 month and up to 5 months. This means that these invoices have different issued dates.

The first report that i created has the total turnover and cost by month (top table in the image).

Now i want to create another report on which i would like to see the state of the projects up to a specific point of time (in this case, month). This means that i need to aggregate the values up to this point of time.

In the following image the top table shows the performance of the projects for each one of the months separately and the table at the bottom shows the aggregated information by month.

My difficulty is to create the aggregated formula for the calculation on column C, D and E (Cells C9 to E12). One tricky bit is that the aggregation must also work on months which fall on 2 different years.

Thanks

[KriZo]

@themistoklis

Assuming i understood you correctly try this. 

First create a Calendar table, if you are so new that this is unfamiliar, let me know. Then create a relationship to your data table. I created a small table for my self, and the initial pivot is like this. 

Turned into:

By these formulas:

Cummulative Turnover = CALCULATE(SUM(Table1[turnover]),
FILTER(
ALL('Calendar 1'[Date]),
	'Calendar 1'[Date] <= MAX('Calendar 1'[Date])))

Cummulative Cost = CALCULATE(SUM(Table1[Cost]),
FILTER(
ALL('Calendar 1'[Date]),
	'Calendar 1'[Date] <= MAX('Calendar 1'[Date])))

Cummulative Other Cost = CALCULATE(SUM(Table1[Other Cost]),
FILTER(
ALL('Calendar 1'[Date]),
	'Calendar 1'[Date] <= MAX('Calendar 1'[Date])))

Profit = [Cumulative Turnover]-[Cumulative Cost]-[Cumulative Other Cost]

[themistoklis]

@KriZo

Thanks a lot for your answer. This is nearly what i need...

Only one small correction. I forgot to mention that on the initial message, Apologies for that.

I want to see all the metrics up untill the date of the last invoicing document.

In your example it is June. So all the calculations are correct up untill June.

After June the values must be zero. If we could ammend the formulas so as to take into account this rule that would be amazing.

As for the Calendar table i managed to create it on PowerBI. So im ok with that. That's for offering your help on this.

[KriZo · Accepted solution]

@themistoklis You're welcome 🙂

Try this:

Cumulative Turnover = CALCULATE(SUM(Table1[turnovert]),
FILTER(
ALL('Calendar 1'[Date]),
	'Calendar 1'[Date] <= MAX(Table1[Date])))

Cumualtive Cost = CALCULATE(SUM(Table1[Cost]),
FILTER(
ALL('Calendar 1'[Date]),
	'Calendar 1'[Date] <= MAX(Table1[Date])))

Cumulative Other Cost = CALCULATE(SUM(Table1[Other Cost]),
FILTER(
ALL('Calendar 1'[Date]),
	'Calendar 1'[Date] <= MAX(Table1[Date])))

Profit is as before. 

[themistoklis]

Working great @KriZo

Thanks again!