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steph-Ved
New Member

Financial forecast

Hi,

I try to make a financial forecast graphic on current contracts. I have a sharepoint database with the columns "initial date of the contract", "end date of contract" and "monthly amount".
I can not figure out how to make powerBi apply the "monthly amount" every month between the two dates.

If someone has an idea.

 

Thanks a lot

 

Stephane

1 ACCEPTED SOLUTION
Greg_Deckler
Super User
Super User


Take a look at these two Quick Measures as I think you want something like them.

https://community.powerbi.com/t5/Quick-Measures-Gallery/Open-Tickets/m-p/409364
https://community.powerbi.com/t5/Quick-Measures-Gallery/Periodic-Billing/m-p/409365


@ me in replies or I'll lose your thread!!!
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View solution in original post

3 REPLIES 3
v-juanli-msft
Community Support
Community Support

Hi @steph-Ved

From my view, your requirement is possible to achieve with power bi,

Could you share some data with me and let me know the logic for forecast so taht i can figure out with DAX?

 

some similar case sloved with power bi below

Finance Forecast using DAX

 Take Advantage of Forecasting in Power BI with the Analytics Pane

 

 

Best Regards

Maggie

 

Greg_Deckler
Super User
Super User


Take a look at these two Quick Measures as I think you want something like them.

https://community.powerbi.com/t5/Quick-Measures-Gallery/Open-Tickets/m-p/409364
https://community.powerbi.com/t5/Quick-Measures-Gallery/Periodic-Billing/m-p/409365


@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
The Definitive Guide to Power Query (M)

DAX is easy, CALCULATE makes DAX hard...

Hi @Greg_Deckler

 

I'm sorry for the response time, I was able to test your solution in the last few days and that's exactly what I wanted.

I use Periodic Billing solution. The coding is a little scary for a neophyte like me, but it works very well and finally quite easy to adapt. 

So thanks a lot. 

 

Stephane

 

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