Trying to create a report from a CRM system to project coming revenue. Unfortunately the build in reporting is not made for subscription services. For each sales case we get one row with expected start date, number of months the project runs and monthly revenue;
|Client 1||2021-09-01||10 000||3|
|Client 2||2021-11-01||13 000||4|
We are only interested in the month the projects runs so we can assume expected start date is always the first day of the month
I would like to end up with a table like this:
|Client 1||2021-09-01||10 000|
|Client 1||2021-10-01||10 000|
|Client 1||2021-11-01||10 000|
|Client 2||2021-11-01||13 000|
|Client 2||2021-12-01||13 000|
|Client 2||2022-01-01||13 000|
|Client 2||2022-02-01||13 000|
I´m a bit of a newbie to PowerBi so apprechiate all the help I can get. Thanks!
Solved! Go to Solution.
Thank you so much Ashish! Worked perfect (just took me some time to adjust it to my full datamodel). Really apprechiate the help!
you can create two columns
Column = VAR _date=maxx(FILTER('Table','Table'[expected_start_date]<='Table (2)'[date]),'Table'[expected_start_date]) return maxx(FILTER('Table','Table'[expected_start_date]=_date),'Table'[deal_name]) Column2 = VAR _date=maxx(FILTER('Table','Table'[expected_start_date]<='Table (2)'[date]),'Table'[expected_start_date]) return maxx(FILTER('Table','Table'[expected_start_date]=_date),'Table'[monthly_value])
pls see the attachment below.
I am curious why 11/1 is not client 2 and 13000?
Come together to explore latest innovations in code and application development—and gain insights from experts from around the world.
Put your data visualization and design skills to the test! This exciting challenge is happening now through May 31st!
At the monthly call, connect with other leaders and find out how community makes your experience even better.
Click here to read more about the May 2022 updates!