Lost Money / Earnings / Profits

[anwilkins]

Using medical Data - group therapy sessions have attendance status types. A status type is either billable or Not Billable to insurance. I created a new column named Bill Rate to identify which events yield funding , then created a measure to sum the total earnings. Now I need to determin how much funding was lost.

My status are :

AB = Attended - Billable
NS = No Show - Not Billable
LA = Client Was Late - Billable
LE = Client Left Early - Not Billable
XNB = Attended - Not Billable

The DAX for my new column is:

*Bill Rate =

IF(Rosters[Attendance Status] = "AB = Attended - Billable", "$131.56",

IF(Rosters[Attendance Status] = "LA = Client Was Late", "$131.56","$00.00"))

Next I wrote a measure to get my Total Earned 

I feel like there should be an easier way to say...

if [Attendance Status] contains "......Billable" then return 131.56 &

if  [Attendance Status] contains ".....Not - Billable" then return -131.56

The end goal is to determin how much revenue was lost by people who left early, did not show or attended but could not be billed for other reasons (XNB)

I'd like to avoid creating new columns if at all possible so be clear in your explanation if I need to create a measure or column as I am new. Thanks!

[ryan_mayu · Accepted solution]

@anwilkins 

is this what you want?

Column = 
VAR _check=SEARCH("not billable",'Table'[status],1,0)
return if('Table'[status]="",0,if(_check=0,-131,131))

[anwilkins]

In attempting to create 2 measures to show the potential profits and loss, I discovered another way to accomplish this without building a new column.

New Measures = 

Projected Revenue =

Calculate(SUM(Rosters[*BillRate]),FILTER(Rosters, Rosters[Attendance Status] IN {"AB = Attended - Billable","LA = Client Was Late - Billable"}))

Projected Loss =

Calculate(SUM(Rosters[*BillRate]),FILTER(Rosters, Rosters[Attendance Status] IN {"NS = No Show - Not Billable","XNB = Attended - Not Billable", "LE = Client Left Early - Not Billable"}))

[ryan_mayu · Accepted solution]

@anwilkins 

is this what you want?

Column = 
VAR _check=SEARCH("not billable",'Table'[status],1,0)
return if('Table'[status]="",0,if(_check=0,-131,131))

[anwilkins · Accepted solution]

I knew there had to be  simpeler way then creating 2 columns and 2 measures! Thanks Ryan!

[ryan_mayu]

you are welcome