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Coconut
Regular Visitor

Could someone help with this dynamic rolling rev report?

Hi there, I need to build a report that includes 2 filters, Start Date and End Date. What this report does is it pulls all the records that are between those 2 dates and display montly revenues. So for example, if I apply filter Start Date of Oct 1 2020 and End date Feb 2 2021 I would expect to see data in the below format. Note that the Month is dynamic base on the filter Start and End date and the monthly revenue is just the Rev divided by the number of months between the start and end date.

Title         Start DateEnd DateRevenueOct 2020Nov 2020Dec 2020Jan 2021Feb 2021
Item 1Nov 1 2020Jan 20 20211000$0$333.33$333.33$333.33$0
Item 2Jan1 2021Jan 20 202110$0$0$0$10$0
etc...        

           

Any help would be appreciated, Thanks in advance!

3 REPLIES 3
v-xuding-msft
Community Support
Community Support

Hi @Coconut ,

 

If you think the video that Fowmy suggested is helpful, please accept it as solution. You also could share your own solution. Others will benefit from this thread. 

 

Best Regards,
Xue Ding
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Fowmy
Super User
Super User

@Coconut 

Please refer to this article with video: https://excelfort.com/allocate-amount-monthly-excel-powerquery/

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If my answer was helpful, please consider Accept it as the solution to help the other members find it

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That article is for a Excel solution? is it possible to do it in Power BI only?

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