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SusanneV Frequent Visitor
Frequent Visitor

Rolling months in Power BI

Hi, 

 

I am quite new to Power BI and could really need some help. I am creating a report where it should be possible to choose a month (or several) and you would then be displayed the total expected income for that month. 

My data is an excelfile which is updated from time to time with expected income for future projects. 

 

Each project has an expected income which is the total, but it should be divided equally across the months the project is running. The project has a start date (always the first of the month) and an end date. Let's say the project runs from October and ends in December and has a total expected income of 3000. Then the report should divide it so expected income for the three months is 1000 for each. (It does not matter if the project ends for ex 12.december, as long as it is in december it should be counted.)

 

Is there any easy way of fixing this? I have tried a lot and read about events in progress, but cant seem to find anything that fits...

One solution I thought of is to have a slicer where you could choose for example january and then it would summarize all values (expected income) that has start date within january. However, I cant make it to make sense considering that the value must be divided over several months. 
Also, I might have to have a separat date table as well? 

 

All help is very appreciated! 

2 REPLIES 2
Community Support Team
Community Support Team

Re: Rolling months in Power BI

Hi @SusanneV 

When you select "jan" from the slicer,

Is the project which has start date in 2018/12 and end date in 2019/2 included?

 

Best Regards
Maggie

SusanneV Frequent Visitor
Frequent Visitor

Re: Rolling months in Power BI

Hi, 

 

Thanks for reply! Just to clarify I have not yet been able to create this slicer. Just something I thought of. However, yes a project like that should be included! As long as the date is running in january it should be included. 

 

That is the challenge with the solution of having a slicer, because I dont know how to get them to include a month that does not start in January...

 

Best regards

Susanne

 

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