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SirGalatsi Member
Member

Date Calculation woes

Hi Folks,

 

I have data that looks like this below:

 

IDSharesVest DateShares 2Vest Date 2Shares 3Vest Date 3
123213100011/1/2018222111/1/2019111111/1/2020
2131243334/10/20173334/10/201833344/10/2019

 

What I need to do is find out how many shares will vest after a certain date. So if I wanted to say all shares vesting after 4/10/17, I'd want all of the values show here except 4/10/17, but I need it to also sum those shares. Afterwards, I then need to bucket it in fiscal years. I may also need to break it down and say between "11/1/2018-11/1/2019" X amount of shares will be vested. 

 

I can't use a date table for all of these separate date columns, so what's the best way to do this? I'm rather stumped and I think I'm overthinking it.

 

Many thanks. 

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Accepted Solutions
Ronald123 Member
Member

Re: Date Calculation woes

10 REPLIES 10
Super User
Super User

Re: Date Calculation woes

Hey,

 

I have to admit that I do not understand what you are tring to achieve.

 

I recommend that you create an Excel file that contains sample data, upload the file to onedrive or dropbox and share the link.

This provides you with the possibilty to make up your expected results based on your sample data and helps tremendously to avoid misunderstandings.

 

Regards,

Tom

Hamburg - Germany
If I answer you question, please mark my post as solution, this will also help others.
Proud to be a Datanaut!
SirGalatsi Member
Member

Re: Date Calculation woes

 

H

i @TomMartens

 

Our stock plan has shares disbursed over 3 years granted to employees (Shares 1, 2, and 3). So for example, the first person in the row was granted a total of 4,332 shares (1000, 2221, and 1111). These shares are split over 3 vesting years which is vest date 1, vest date 2, vest date 3. 

 

What I need to supply as a report is, out of all of the employees on the roster (Denoted by "ID" which is their empoyee ID), is how many Shares will vest after a certain date.

 

So if I got a request that says, "I need to know how many shares vest between 10/1/19 and 12/1/2020" total It would then look at the 3 date columns and share columns and say spit out a sum using "2221+1111+3334" because the dates fall within the above range and it would SUM them together.

 

Is that a better explanation? Sorry for not explaining more before. 

 

 

Ronald123 Member
Member

Re: Date Calculation woes

Hello @SirGalatsi,

 

Try this;

 

https://1drv.ms/u/s!An5X7wdH9O9eiWvhOWkMJrheqa9H

 

Greets,

 

Ronald

 

 

Gazzer Member
Member

Re: Date Calculation woes

I think I understand what you are trying to achieve. This might be a bit clunky (no DAX, just Power BI transormations), but it might at least serve to illustrate your need.

 

https://1drv.ms/u/s!AtvnWrLE-6bAgyu_bG4AIfVPiGHe

 

image.png

 

SirGalatsi Member
Member

Re: Date Calculation woes

Hi Guys,

 

I can't seem to view them because my company is blocking it. Any chance you can throw it up into Dropbox? Many thanks. I appreciate the help here, really.

Ronald123 Member
Member

Re: Date Calculation woes

Gazzer Member
Member

Re: Date Calculation woes

Community Support Team
Community Support Team

Re: Date Calculation woes

Hi @SirGalatsi,

 

Have you solved your problem?

 

If you have solved, please always accept the replies making sense as solution to your question so that people who may have the same question can get the solution directly.

 

If you still need help, please share your desired output so that we could help further on it.

 

Best  Regard,

Cherry

Community Support Team _ Cherry Gao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
SirGalatsi Member
Member

Re: Date Calculation woes

@Gazzer @TomMartens I think this is going to do the trick. Still working on it and will let you know how it ends up. Just saw these now. Thank you!!