Visualization for contract start/end dates and cost

[kiranbrao]

I have several entries, each with the fields: organization name, contract start date, contract end date, and contract amount. I am trying to create a visual that will display organization contracts and their amount over time using start dates and end dates as the axis bounds, contract amount as the value, and the organization name as the legend.

Is there a method to display data in this fashion within BI? I have attached a couple of manually-created example images that better explain what I'm trying to do. Please note how "Organization B" has aggregated contract values over the same timeframe and Organizations "C" and "D" have certain timespans with no effective contracts.

Any pointers would be appreciated! Thanks.

[v-qiuyu-msft · Accepted solution]

Hi @kiranbrao,

You can create a calendar table:

Calendar = CALENDAR(MIN('Table1'[Contract start date]),MAX('Table1'[Contract end date]))

Then create a measure in fact table:

Amount = CALCULATE(SUM('Table1'[Contract amount]),FILTER('Table1','Table1'[Contract start date]<=MAX('Calendar'[Date]) && 'Table1'[Contract end date]>=MAX('Calendar'[Date])))

Please check attached .pbix file.

Best Regards,
Qiuyun Yu

[thugthug]

i tried to make it a cumulative line, but unfortunately i messed it up.

Running Actuals = CALCULATE(SUM(Table1[Contract amount],FILTER(ALL(Table1[Contract start date],'Calendar'[Date].[Date]<=MAX('Calendar'[Date].[Date])))))

Is there any measure for this, but cumulative?

[Shelley]

@v-qiuyu-msft  This is really helpful. Thank you! I plotted my contract values over time, but now is there a way to plot actual transactions as the run up to the total contract value, and then start over at the new contract? My formulas are giving me the blue and red line, but I want the blue and orange line.

BLUE Line:

Entitlement Amount =

CALCULATE(SUM('Entitlements'[Entitlement Cap]),

FILTER('QBContract','QBContract'[SAP Contract Start] <= MAX('RA_Daily_Calendar'[Date]) &&

'QBContract'[SAP Contract End] >= MAX('RA_Daily_Calendar'[Date])))

RED Line:

List Price Amount =
CALCULATE(

    SUM('Transaction'[List_Price]),

    FILTER(

        ALLSELECTED('RA_Daily_Calendar'[CalendarYear-Mo]),

        ISONORAFTER('RA_Daily_Calendar'[CalendarYear-Mo], MAX('RA_Daily_Calendar'[CalendarYear-Mo]), DESC)

    )

)

I also tried this, but this really didn't work:

Amount List Price =

CALCULATE(SUM('Transaction'[List_Price]),

FILTER('QBContract','QBContract'[SAP Contract Start] <= MAX('RA_Daily_Calendar'[Date]) &&

'QBContract'[SAP Contract End] >= MAX('RA_Daily_Calendar'[Date])))

Thanks for your help!

[Ashish_Mathur]

Hi,

Share some data and show the expected result in a simple table format.

[Shelley]

@Ashish_MathurPlease note I manually created the cumulative usage in Excel above, but this is what I'd like Power BI to do and then draw in a graph, which each new contract starting at 0. See how I have the entitlement amount working correctly, with the help of this post, but now how do I get the actuals to accumulate towards the cap? Thanks for your help!

[Shelley]

@Ashish_MathurHere's an example of the usage data: 

Order Submit Date	List_Price	Cumulative Usage	Notes
2/21/2018	$2,592	$2,592	Usage begins at 0 on 2/1/18
8/23/2018	$1,542	$4,134
10/12/2018	$1,709	$5,843
10/17/2018	$3,893	$9,736
12/4/2018	$513	$10,249
2/25/2019	$2,940	$2,940	Usage begins at 0 again on 2/1/19
5/14/2019	$1,186	$4,126
7/18/2019	$0	$4,126
8/23/2019	$323	$4,449
9/2/2019	$545	$4,994
9/24/2019	$2,636	$7,630
2/7/2020	$1,737	$1,737	Usage begins again at 0 on 2/1/20
2/19/2020	$128	$1,865
2/20/2020	$128	$1,993

[Shelley]

@Ashish_MathurI've tried three times now and powerbi community is not cooperating.

Please see image I posted previously. Here is an example of contract cap data.

BPID	Customer Name (BPID)	contr_num	SAP Contract Start	SAP Contract End	Contract Cap
100769396399	ABC COMPANY (100769396399)	8003656409	2/1/2018	1/31/2019	$8,000
100769396399	ABC COMPANY (100769396399)	8004081579	2/1/2019	1/31/2020	$10,000
100769396399	ABC COMPANY (100769396399)	8004575589	2/1/2020	1/31/2021	$9,000

[Ashish_Mathur]

Hi,

The visual that you want to create is immaterial.  First and foremost, we have to calculated the correct figures in a simple Table format.  So share your input Tables and show the exact expected result in a simple Table format.

[Shelley]

@Ashish_MathurI'm trying to provide as you ask, and if this isn't it, I don't know what else to do. I'm trying to figure out how to sum the List price cumulatively for the list price transactions that occur between the start and end date range for each contract. In other words, the list prices accumulate from the start to the end of each contract. When the contract is over, the accumulation starts over again at 0. Any help in how to do this is greatly appreciated. Thank you.

CONTRACT INPUTS
BPID	Customer Name (BPID)	contract_num	SAP Contract Start	SAP Contract End	Contract Cap
399	ABC COMPANY (399)	8003656409	2/1/2018	1/31/2019	$     8,000.00
399	ABC COMPANY (399)	8004081579	2/1/2019	1/31/2020	$   10,000.00
399	ABC COMPANY (399)	8004575589	2/1/2020	1/31/2021	$     9,000.00

DATA INPUTS	DATA INPUTS	DESIRED RESULT
Order Submit Date	List_Price	Cumulative Usage	Notes
2/1/2018		0	Usage begins at 0 on 2/1/18, which is start of the contract above
2/21/2018	$2,592	$2,592
8/23/2018	$1,542	$4,134
10/12/2018	$1,709	$5,843
10/17/2018	$3,893	$9,736
12/4/2018	$513	$10,249
2/1/2019		$0	Usage begins at 0 again on 2/1/19, with a new contract
2/25/2019	$2,940	$2,940
5/14/2019	$1,186	$4,126
7/18/2019	$0	$4,126
8/23/2019	$323	$4,449
9/2/2019	$545	$4,994
9/24/2019	$2,636	$7,630
2/1/2020		$0	Usage begins again at 0 on 2/1/20
2/7/2020	$1,737	$1,737
2/19/2020	$128	$1,865
2/20/2020	$128	$1,993

[Ashish_Mathur]

Hi,

In the second table, assuming the first 2 columns are user inputs, there should be 2 columns there as aadditional user inputs - BPID and contract_num.  Why are they absent?

[Shelley]

Hi @Ashish_Mathur, 

Good point. I'm sorry, I neglected those in the table I provided. It would look like this:

DATA INPUTS	DATA INPUTS	DATA INPUTS	DATA INPUTS	DESIRED RESULT
Order Submit Date	BPID	Contract_Num	List_Price	Cumulative Usage	Notes
2/1/2018				0	Usage begins at 0 on 2/1/18, which is start of the contract above
2/21/2018	7693963	800365640	$2,592	$2,592
8/23/2018	7693963	800365640	$1,542	$4,134
10/12/2018	7693963	800365640	$1,709	$5,843
10/17/2018	7693963	800365640	$3,893	$9,736
12/4/2018	7693963	800365640	$513	$10,249
2/1/2019				$0	Usage begins at 0 again on 2/1/19, with a new contract
2/25/2019	7693963	800408157	$2,940	$2,940
5/14/2019	7693963	800408157	$1,186	$4,126
7/18/2019	7693963	800408157	$0	$4,126
8/23/2019	7693963	800408157	$323	$4,449
9/2/2019	7693963	800408157	$545	$4,994
9/24/2019	7693963	800408157	$2,636	$7,630
2/1/2020				$0	Usage begins again at 0 on 2/1/20
2/7/2020	7693963	800457558	$1,737	$1,737
2/19/2020	7693963	800457558	$128	$1,865
2/20/2020	7693963	800457558	$128	$1,993

Thanks for the help.

[Ashish_Mathur]

Hi,

You may download my solution PBI file from here.

Hope this helps.

[bmrph]

Is there anyway to group these by month?