Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.

Reply
IainCam67
Regular Visitor

Allocation of invoice totals across months

I have a bunch of invoices with start and dates across a number of years and have the total invoiced during the period. I know how to create a colum to effectively change this to a invoice amount on a daily basis but am struggling with how to create the necessary columns to prorate the total across the months within the invoice period, especially where there are 3 days in one month,  31 the second and 14 the third for example. I've seen a thread as to how to achieve this in Excel but would like help in transposing this functionality into Power BI.

Thanks

Hopefully this table conveys what I mean...

 

Allocation ExampleAllocation Example

 

1 REPLY 1
lc_finance
Solution Sage
Solution Sage

Hi @IainCam67 ,

 

 

can you share a Power BI file with sample data? And a table showing the final result you wish to obtain?

You can share a Power BI file by uploading it to OneDrive/ Google Drive/ etc and pasting the link the message.

 

That will make it easier to help you.

 

Regards

 

Luca

Helpful resources

Announcements
Microsoft Fabric Learn Together

Microsoft Fabric Learn Together

Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City

PBI_APRIL_CAROUSEL1

Power BI Monthly Update - April 2024

Check out the April 2024 Power BI update to learn about new features.

April Fabric Community Update

Fabric Community Update - April 2024

Find out what's new and trending in the Fabric Community.