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Helper III
Helper III

Make quarterly payments on loan fit into a 12 month calendar

Dear all 

 

I am not sure how to address this problem. I have a bunch of loans where the majority of them have semi annually or quarterly installments. 

 

I need to create a monthly view on all loans, which leads me to the issue on how to solve this. Should do it in the Query where each loan have a issuing date and maturity date. Or would it be better to do it in DAX and somehow create a virtual calendar to fill the gaps?

 

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Br Espen

1 ACCEPTED SOLUTION
Community Support
Community Support

Hi @jaco1951,


I'd like to suggest you to expand date range to detail date, then you can use detail date to create an calendar table and build relationship.

Convert date ranges into list of dates?

 

After these operation, you can use calendar direct operation each date between date range.

 

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin
If this post helps, please consider accept as solution to help other members find it more quickly.

View solution in original post

2 REPLIES 2
Community Support
Community Support

Hi @jaco1951,


I'd like to suggest you to expand date range to detail date, then you can use detail date to create an calendar table and build relationship.

Convert date ranges into list of dates?

 

After these operation, you can use calendar direct operation each date between date range.

 

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin
If this post helps, please consider accept as solution to help other members find it more quickly.

View solution in original post

Excellent function, I was not aware that one could do this. 

 

Thanks.

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