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Helper I
Helper I

Apportioning cashflow values across dates using a date table

I've developed a report that displays project cost cash flow values across years. The data and report are here. The data is grouped by project name, phase and category, and includes start and end dates. I've developed a cash flow column within the date dimension query. It seems to work. However, I want to be able to slice or display the visual by project names, categories, phases, etc., but becuase the cash flow column lives in the the date dimension query, I cannot do it. Is there a way around this? Perhaps there's a better way to set up these calculations. chart.PNG

Super User IV
Super User IV

@TimQ - Is the relationship between your two tables Single or Both? Perhaps you might implement your cost as a measure? I can't be sure, I didn't download your files. Maybe if you posted some sample data as text, expected output or some screen shots.


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@Greg_Deckler  It appears that switching the relationship to both directions doesn't help. My hope is to display a cash flow bar chart as depicted in the orginal post, but with stacked bars using project name, phase, or category to denote the relative costs for each of those dimensions. The data looks like this:


Project NamePhaseStartEndCostCategory
Project 1Planning1/1/202112/30/2022$176,124A
Project 1Design12/30/202212/29/2023$717,864A
Project 1Construction12/29/202312/26/2025$1,262,806A
Project 2Planning7/1/20216/29/2023$181,634B
Project 2Design6/29/20236/27/2024$856,281B
Project 2Construction6/27/20246/25/2026$6,711,193B
Project 3Planning6/6/20306/5/2031$237,761C
Project 3Design6/5/20316/3/2032$776,787C
Project 3Construction6/5/20316/1/2034$1,950,365C
Project 4Planning1/1/202112/31/2021$146,569D
Project 4Design12/31/202112/29/2023$947,885D
Project 4Construction12/29/20236/26/2026$1,584,169D

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