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Anonymous's avatar
Anonymous
Not applicable
8 years ago
Solved

Date Calculation woes

Hi Folks,   I have data that looks like this below:   ID Shares Vest Date Shares 2 Vest Date 2 Shares 3 Vest Date 3 123213 1000 11/1/2018 2221 11/1/2019 1111 11/1/2020 213124...
Need Help
TomMartens's avatar
TomMartens
Icon for Super User rankSuper User
8 years ago

Hey,

 

I have to admit that I do not understand what you are tring to achieve.

 

I recommend that you create an Excel file that contains sample data, upload the file to onedrive or dropbox and share the link.

This provides you with the possibilty to make up your expected results based on your sample data and helps tremendously to avoid misunderstandings.

 

Regards,

Tom

  • Anonymous's avatar
    Anonymous
    Not applicable
    8 years ago

     

    H

    i TomMartens

     

    Our stock plan has shares disbursed over 3 years granted to employees (Shares 1, 2, and 3). So for example, the first person in the row was granted a total of 4,332 shares (1000, 2221, and 1111). These shares are split over 3 vesting years which is vest date 1, vest date 2, vest date 3. 

     

    What I need to supply as a report is, out of all of the employees on the roster (Denoted by "ID" which is their empoyee ID), is how many Shares will vest after a certain date.

     

    So if I got a request that says, "I need to know how many shares vest between 10/1/19 and 12/1/2020" total It would then look at the 3 date columns and share columns and say spit out a sum using "2221+1111+3334" because the dates fall within the above range and it would SUM them together.

     

    Is that a better explanation? Sorry for not explaining more before. 

     

     

    • Gazzer's avatar
      Gazzer
      Icon for Resolver II rankResolver II
      8 years ago

      I think I understand what you are trying to achieve. This might be a bit clunky (no DAX, just Power BI transormations), but it might at least serve to illustrate your need.

       

      https://1drv.ms/u/s!AtvnWrLE-6bAgyu_bG4AIfVPiGHe

       

       

      • Anonymous's avatar
        Anonymous
        Not applicable
        8 years ago

        Hi Guys,

         

        I can't seem to view them because my company is blocking it. Any chance you can throw it up into Dropbox? Many thanks. I appreciate the help here, really.