how to split a 12M savings by quarter with calculated columns

[o59393]

Hi all

How can I split a total savings amount per quarter using calculated columns ?

For example if I launched a project on 4/14/2019 with a 12M savings of $500,000 how can it be breakdown per Q?

What I did first of all, was on Power Query I added each of the Q's like this:

As seen above I have added the quarters dinamically depending on the lauch date.

For the example mentioned in the beginning, the savings would have to broken like this:

In green you see the days of savings per quarter, and on blue the savings per quarter. The total for the blue cells sums the $500,000.

I attach the excel with the expected result for easier interpretation and pbix.

https://1drv.ms/u/s!ApgeWwGTKtFdhxV1Osv1uVU4QBuD?e=hRbuc5

Any guidance is appreciated.

Regards.

[Greg_Deckler]

@o59393 - Hmm, perhaps you need something like this?

https://community.powerbi.com/t5/Quick-Measures-Gallery/Periodic-Revenue-Reverse-YTD/m-p/373185#M111

[o59393 · Accepted solution]

Hi @Greg_Deckler 

I managed to solve it doing nested ifs.

Here is the solution.

https://1drv.ms/x/s!ApgeWwGTKtFdhxNgiwQAk6J97b94?e=ZIDbUW

Regards!

[v-kelly-msft]

Hi  @o59393 ,

Nice work and thanks for sharing ! Could you pls mark the reply as answered to close it?

Much appreciated.

Best Regards,
Kelly

Did I answer your question? Mark my post as a solution!

[Greg_Deckler]

Awesome, only thing I would say would be to consider SWITCH(TRUE()...) instead of nested IF's. Usually cleaner. Nice.

[o59393]

Thanks @Greg_Deckler 

Will do it for the calculated columns for sure.

Regards!

[o59393]

Hi @Greg_Deckler 

I reviewed your dax:

But still not sure what the periodic revenue does, and how I can apply it to my case where the savings have to be splitted in quarters in function of the launch date. 

Thanks!