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Hi all,
I have a basic model that I would like create in Power BI, but I'm having issues!
I have a Fact table that I would like to track Policy Ref over months on a cumulative basis.
Fact table is below, theAmount measure is movement in the month:
The basic result I need is:
I've got as far as this:
So then I created a relationship to the new accounting period table I created to get culumative figures for months even if there wasn't a transaction.
However the two issues I have are:
Can someone please help me to set this up correctly? It's driving me mad!
Seems simple in my mind!!
Thanks
Jason
Solved! Go to Solution.
Hi @jasgun
You need to create a table with all month period (eg, for this example, 201506~201804) for each "Policy Ref",
leave "Amount" for some period blank, (eg, in this example, "Amount" for 201507, 201508 are blank)
->these could be done with Power Query
then fill blanks with previous value
->see similar thread:
https://community.powerbi.com/t5/Desktop/Fill-blanks-with-previous-value/td-p/492501
Best Regards
Maggie
Hi @jasgun
You need to create a table with all month period (eg, for this example, 201506~201804) for each "Policy Ref",
leave "Amount" for some period blank, (eg, in this example, "Amount" for 201507, 201508 are blank)
->these could be done with Power Query
then fill blanks with previous value
->see similar thread:
https://community.powerbi.com/t5/Desktop/Fill-blanks-with-previous-value/td-p/492501
Best Regards
Maggie
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