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njoaquim
Frequent Visitor

Date Range daily values to Monthly totals

I have a table that has a customer, a date range, and Daily Margin, similar to table below

 

Customer

StartDate

EndDate

DailyMargin

Customer1

Jan-1-2016

July-31-2016

1

Customer2

Jan-1-2016

March-31-2016

3

Customer3

Feb-1-2016

March-31-2016

2

Customer1

April-1-2016

May-31-2016

1.5

 

I want to be able to get a Monthly Margin, Yearly Margin, by customer or as a whole

 

Thanks in advance for your help,

 

Customer

Month

MonthMargin

 

Customer1

Jan-2016

31

 

Customer1

Feb-2016

29

 

Customer1

Mar-2016

31

 

Customer1

Apr-2016

75

Daily Margin 1 + 1.5

Customer1

May-2016

77.5

Daily Margin 1 + 1.5

Customer1

Jun-2016

30

 

Customer1

Jul-2016

31

 

Customer2

Jan-2016

93

 

Customer2

Feb-2016

87

 

Customer2

Mar-2016

93

 

Customer3

Feb-2016

58

 

Customer3

Mar-2016

62

 

 

 

1 ACCEPTED SOLUTION

Accepted Solutions
Microsoft
Microsoft

Re: Date Range daily values to Monthly totals

Hi @njoaquim,

 

Please refer to below steps.

 

Create calendar table.

Dim =
CALENDAR ( MIN ( MonthMargin[StartDate] ), MAX ( MonthMargin[EndDate] ) )

-----add a calculated column in Dim table
Days in a month =
CALCULATE ( COUNT ( Dim[Date] ), ALLEXCEPT ( Dim, Dim[Date].[MonthNo] ) )

-----filter Dim table
Dim2 = FILTER(Dim,Dim[Date].[Day]=1)

Create a calculated table via CrossJoin source table and dim table. And create two calculated columns.

Table1 =
FILTER (
    CROSSJOIN ( MonthMargin, Dim2 ),
    Dim2[Date] >= MonthMargin[StartDate]
        && Dim2[Date] <= MonthMargin[EndDate]
)

Month Margin 1 =
Table1[Days in a month] * Table1[DailyMargin]

Month = Table1[Date].[Month] & "-" & Table1[Date].[Year]

At last, summarize above table, you can get below output

Table2 =
SUMMARIZE (
    Table1,
    Table1[Customer],
    Table1[Month],
    "MonthMargin", SUM ( Table1[Month Margin 1] )
)

1.PNG

 

I have uploaded my .pbix file (a test based on your sample data) for your reference.

 

Best regards,

Yuliana Gu

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

View solution in original post

2 REPLIES 2
Microsoft
Microsoft

Re: Date Range daily values to Monthly totals

Hi @njoaquim,

 

Please refer to below steps.

 

Create calendar table.

Dim =
CALENDAR ( MIN ( MonthMargin[StartDate] ), MAX ( MonthMargin[EndDate] ) )

-----add a calculated column in Dim table
Days in a month =
CALCULATE ( COUNT ( Dim[Date] ), ALLEXCEPT ( Dim, Dim[Date].[MonthNo] ) )

-----filter Dim table
Dim2 = FILTER(Dim,Dim[Date].[Day]=1)

Create a calculated table via CrossJoin source table and dim table. And create two calculated columns.

Table1 =
FILTER (
    CROSSJOIN ( MonthMargin, Dim2 ),
    Dim2[Date] >= MonthMargin[StartDate]
        && Dim2[Date] <= MonthMargin[EndDate]
)

Month Margin 1 =
Table1[Days in a month] * Table1[DailyMargin]

Month = Table1[Date].[Month] & "-" & Table1[Date].[Year]

At last, summarize above table, you can get below output

Table2 =
SUMMARIZE (
    Table1,
    Table1[Customer],
    Table1[Month],
    "MonthMargin", SUM ( Table1[Month Margin 1] )
)

1.PNG

 

I have uploaded my .pbix file (a test based on your sample data) for your reference.

 

Best regards,

Yuliana Gu

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

View solution in original post

njoaquim
Frequent Visitor

Re: Date Range daily values to Monthly totals

Thank You Yuliana, this worked great

 

Nuno

 

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