cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Phogon
Helper II
Helper II

Theoretical formula to help build amortisation table

Suppose I have an input number of 100.

 

For each period I have a fixed number which I will add to the latest input number and then I will multiply it by 0.1 and add it to the total (or multiple by 1.1).

 

i.e.

 

Round 1: 

Input = 100 + 10 (fixed number) = 110
110 * 1.1 = 121 (new input)

 

Round 2: 

Input = 121 + 10 (fixed number) = 131
131 * 1.1 = 144.1

etc.

 

I need a way to write a calculated measure or calcualted table to work out the variable amount and closing amount at any given round. Chart is below. 

Phogon_0-1633914724249.png

 

Would appreciate anyone who thinks they're able to write a formula for this. My trouble is that the variable column is a self-reference, since to calculate the variable number in a certain period, you need to know the variable number in all previous periods to work out the input number for the period you are trying to calculate. 

 

Thanks!

 

1 ACCEPTED SOLUTION
v-stephen-msft
Community Support
Community Support

Hi @Phogon ,

 

Try the following measures

InPut = 
VAR _Firstinput = 100
VAR _Fixedbefore = CALCULATE(SUM('Table'[Fixed]),FILTER(ALL('Table'),'Table'[Index]<SUM('Table'[Index])))
VAR _Varbefore = CALCULATE(SUM('Table'[Var]),FILTER(ALL('Table'),'Table'[Index]<SUM('Table'[Index])))
RETURN
_Firstinput+_Fixedbefore+_Varbefore
OutPut = 
VAR _Firstinput = 100
VAR _Fixedbefore = CALCULATE(SUM('Table'[Fixed]),FILTER(ALL('Table'),'Table'[Index]<=SUM('Table'[Index])))
VAR _Varbefore = CALCULATE(SUM('Table'[Var]),FILTER(ALL('Table'),'Table'[Index]<=SUM('Table'[Index])))
RETURN
_Firstinput+_Fixedbefore+_Varbefore

9.png

 

 

Best Regards,

Stephen Tao

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

2 REPLIES 2
v-stephen-msft
Community Support
Community Support

Hi @Phogon ,

 

Try the following measures

InPut = 
VAR _Firstinput = 100
VAR _Fixedbefore = CALCULATE(SUM('Table'[Fixed]),FILTER(ALL('Table'),'Table'[Index]<SUM('Table'[Index])))
VAR _Varbefore = CALCULATE(SUM('Table'[Var]),FILTER(ALL('Table'),'Table'[Index]<SUM('Table'[Index])))
RETURN
_Firstinput+_Fixedbefore+_Varbefore
OutPut = 
VAR _Firstinput = 100
VAR _Fixedbefore = CALCULATE(SUM('Table'[Fixed]),FILTER(ALL('Table'),'Table'[Index]<=SUM('Table'[Index])))
VAR _Varbefore = CALCULATE(SUM('Table'[Var]),FILTER(ALL('Table'),'Table'[Index]<=SUM('Table'[Index])))
RETURN
_Firstinput+_Fixedbefore+_Varbefore

9.png

 

 

Best Regards,

Stephen Tao

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Phogon
Helper II
Helper II

Another thing to add on is that the "fixed" addition may not be consistent throughout the entire periods so the formula needs to handle that as well.

Helpful resources

Announcements
November 2022 Update

Check it Out!

Click here to read more about the November 2022 updates!

Difinity Conference

Difinity Conference 2022

Difinity is the largest Microsoft Data, AI, Power BI, Power Platform and Business Applications Conference in New Zealand.

European Share Point Conference

European Share Point Conference

This conference returns live and in-person in Copenhagen this 28 November-01 December with 4 Microsoft Keynotes, 9 Tutorials, and 120 Sessions.

Microsoft 365 Conference â__ December 6-8, 2022

Microsoft 365 Conference - 06-08 December

Join us in Las Vegas to experience community, incredible learning opportunities, and connections that will help grow skills, know-how, and more.