topic Re: Summarize: Dynamic Amortization Schedule in Quick Measures Gallery https://community.fabric.microsoft.com/t5/Quick-Measures-Gallery/Summarize-Dynamic-Amortization-Schedule/m-p/2154326#M791 <P>Thanks for sharing <span class="lia-unicode-emoji" title=":slightly_smiling_face:">🙂</span></P> <P>You may want to simplify the data model, by merging the header table inside the details table.</P> <P>Take a look at:<BR /><A href="https://www.sqlbi.com/articles/header-detail-vs-star-schema-models-in-tabular-and-power-bi/" target="_blank">https://www.sqlbi.com/articles/header-detail-vs-star-schema-models-in-tabular-and-power-bi/</A></P> Mon, 25 Oct 2021 19:54:06 GMT Icad01 2021-10-25T19:54:06Z Summarize: Dynamic Amortization Schedule https://community.fabric.microsoft.com/t5/Quick-Measures-Gallery/Summarize-Dynamic-Amortization-Schedule/m-p/2153190#M789 <P><FONT size="6" color="#993300"><STRONG>Amortization Schedule&nbsp;</STRONG></FONT></P> <P>In today's world, accountant and financial analyst has to maintain an excel sheet and formulas to create ammortization scheudle. However, Power BI platform with good Power BI developer to make this process automated.&nbsp;</P> <P>&nbsp;</P> <P>In this Report, I have utilized monthly rental payment and Interest Dsicount for each month to calculate the amortization.</P> <P>&nbsp;</P> <P>I have utilize some of the DAX functionalities to make this process faster and automated.&nbsp;</P> <P><STRONG>Summarize function&nbsp;</STRONG></P> <P><STRONG>All&nbsp;</STRONG></P> <P><STRONG>Amortization formula in DAX form&nbsp;</STRONG></P> <DIV><STRONG><FONT color="#993300"> &nbsp;IF (</FONT></STRONG><BR /><STRONG><FONT color="#993300">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;PV</FONT></STRONG><BR /><STRONG><FONT color="#993300">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;* POWER ( 1 + I, Series - 1 )</FONT></STRONG><BR /><STRONG><FONT color="#993300">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;- Payment</FONT></STRONG><BR /><STRONG><FONT color="#993300">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;* DIVIDE ( POWER ( 1 + I, Series - 1 ) - 1, I ) &gt;= 0,</FONT></STRONG><BR /><STRONG><FONT color="#993300">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;PV</FONT></STRONG><BR /><STRONG><FONT color="#993300">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;* POWER ( 1 + I, Series - 1 )</FONT></STRONG><BR /><STRONG><FONT color="#993300">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;- Payment</FONT></STRONG><BR /><STRONG><FONT color="#993300">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;* DIVIDE ( POWER ( 1 + I, Series - 1 ) - 1, I ),</FONT></STRONG><BR /><STRONG><FONT color="#993300">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;0</FONT></STRONG><BR /><STRONG>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;)</STRONG></DIV> <DIV>&nbsp;</DIV> <DIV>Please check out attached pbix, and laso if you need shot me a message at&nbsp;<STRONG><SPAN>BI49@frq49.onmicrosoft.com</SPAN></STRONG></DIV> <P><SPAN class="reportid hidden">eyJrIjoiNThjNDRhMWUtNDFiNC00MmQyLWI3MzktN2FjZDlmYTcyZjg1IiwidCI6IjQzMDE5M2U1LTk1OGEtNDMxNC05MDk2LWIzMWIxMGYyOTk2YiIsImMiOjl9</SPAN></P> Mon, 25 Oct 2021 09:44:06 GMT https://community.fabric.microsoft.com/t5/Quick-Measures-Gallery/Summarize-Dynamic-Amortization-Schedule/m-p/2153190#M789 farooqk_aziz 2021-10-25T09:44:06Z Re: Summarize: Dynamic Amortization Schedule https://community.fabric.microsoft.com/t5/Quick-Measures-Gallery/Summarize-Dynamic-Amortization-Schedule/m-p/2154326#M791 <P>Thanks for sharing <span class="lia-unicode-emoji" title=":slightly_smiling_face:">🙂</span></P> <P>You may want to simplify the data model, by merging the header table inside the details table.</P> <P>Take a look at:<BR /><A href="https://www.sqlbi.com/articles/header-detail-vs-star-schema-models-in-tabular-and-power-bi/" target="_blank">https://www.sqlbi.com/articles/header-detail-vs-star-schema-models-in-tabular-and-power-bi/</A></P> Mon, 25 Oct 2021 19:54:06 GMT https://community.fabric.microsoft.com/t5/Quick-Measures-Gallery/Summarize-Dynamic-Amortization-Schedule/m-p/2154326#M791 Icad01 2021-10-25T19:54:06Z Re: Summarize: Dynamic Amortization Schedule https://community.fabric.microsoft.com/t5/Quick-Measures-Gallery/Summarize-Dynamic-Amortization-Schedule/m-p/2656140#M870 <P>I just sent you an email. I have a very similiar problem but can't quite get your model/example to work for me.&nbsp;</P> <P>&nbsp;</P> Fri, 22 Jul 2022 15:57:24 GMT https://community.fabric.microsoft.com/t5/Quick-Measures-Gallery/Summarize-Dynamic-Amortization-Schedule/m-p/2656140#M870 jledyard88 2022-07-22T15:57:24Z