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Helper I
Helper I

Revenue Allocation

we bill our client in different way (Triannually/annually/monthly/ semiannually/Monthly/quarterly/onetime/null (1time). To allocate revenue properly I divided end date based on billing term in power query (start date + add months(1/3/6/12/24/36months). Took daily revenue and distributed the revenue. But problem is

1. "One-Time" billing cycle should competely allocated in respective month, so I'm not able to come up with the logic because limitation of knowledge on power bi.

2. If customer over use the service we will bill them again and that revenue should competely go in previous month.

3. for using the customer date somereason power bi is 02/29/2020 date (not considering leap year)


Can anyone help me resolve the problem 





Community Support
Community Support

Hi @Finance ,


Not very clear... Please provide me with more details about your table and your problem or share me with your pbix file from your Onedrive for Business after removing sensitive data.


Best Regards,
Eyelyn Qin

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