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New(ish) to Power BI. This is for physical commodity trades. I want to extract commodity allocation base on date.
I receive a Excel trade report for a commodity (let's say sugar) that has all trades listed by Start Date, End Date and Volume and Counterparty of trade. The line items I receive in excel look like this
Sell 10 tons/day to XYZCompany Starting 7/1/2019 thru 5/1/2020
I want to see how much sugar that I have allocated for future months, quarters year.
Suggestions for a formula? Please lemme know if I need to explain further.
Solved! Go to Solution.
HI @dawgpile ,
You can create a Date table, then add a measure to this table to count the sugar to sell on each day.
I wrote a post on a similar on using this approach for counting employees:
https://finance-bi.com/power-bi-employee-count-by-month/
While the topic is different, the Power BI solution can be very similar.
Does this help you?
If it doesn't, can you share a sample Power BI file? You can share it using OneDrive, Google Drive or a similar tool.
LC
Interested in Power BI and DAX templates? Check out my blog at www.finance-bi.com
HI @dawgpile ,
You can create a Date table, then add a measure to this table to count the sugar to sell on each day.
I wrote a post on a similar on using this approach for counting employees:
https://finance-bi.com/power-bi-employee-count-by-month/
While the topic is different, the Power BI solution can be very similar.
Does this help you?
If it doesn't, can you share a sample Power BI file? You can share it using OneDrive, Google Drive or a similar tool.
LC
Interested in Power BI and DAX templates? Check out my blog at www.finance-bi.com
This an excellent start. Thank you very much! I walked through your tutorial and was able to generate a count.
The next step is to get a sum of all the tons I have allocated in future months. Similar to a SUMIF maybe
Off to search the forums! Appreciate your help.
HI @dawgpile ,
I am glad you were able to progress using the tutorial.
SUMIF does not exist in Power BI however you can reproduce it using SUMX and IF.
Here is an example:
SUMIF measure =
SUMX (table, IF(condition, number to be added, 0))
If you wish, you can share more about what you want to build and I'd. be happy to help you further
LC
hi @dawgpile
For your case, you could also try this
https://community.powerbi.com/t5/Desktop/Calendar/m-p/689645#M332529
https://community.powerbi.com/t5/Quick-Measures-Gallery/Periodic-Billing/m-p/409365
If you still have the problem, please share some simple sample data and your expected output.
Regards,
Lin
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