Forum Discussion
Helper IDeferred Revenue - Help with DAX Please!
Hi! I need to recognize the Charge Amount in Appropriate month evenly throughout the year.
Here is an example of the raw data:
| RIS & RAL Annual Bill + RIS Monthly | ||||
| BL_DT | BL_CHRG_AMT | Month Start Date | Month End Date | BL_TYP_TXT |
| 01/20/2020 | 1000 | 01/01/2020 | 01/31/2020 | Monthly |
| 02/27/2020 | 1000 | 02/01/2020 | 02/29/2020 | Monthly |
| 03/31/2020 | 1000 | 03/01/2020 | 03/31/2020 | Monthly |
| 04/30/2020 | 500 | 04/01/2020 | 04/30/2020 | Monthly |
| 05/28/2020 | 500 | 05/01/2020 | 05/31/2020 | Monthly |
So far I have been able to calculate the red amounts with the following expression:
| Jan | Feb | Mar | Apr | May | |
| 01/20/2020 | 83.33 | 83.33 | 83.33 | 83.33 | 83.33 |
| 02/27/2020 | 166.67 | 83.33 | 83.33 | 83.33 | |
| 03/31/2020 | 250.00 | 83.33 | 83.33 | ||
| 04/30/2020 | 166.67 | 41.67 | |||
| 05/28/2020 | 208.33 | ||||
RIS Monthly Arrival = sumx(FILTER('RIS & RAL Annual Bill + RIS Monthly', 'RIS & RAL Annual Bill + RIS Monthly'[BL_DT] >= 'RIS & RAL Annual Bill + RIS Monthly'[Month Start Date] && 'RIS & RAL Annual Bill + RIS Monthly'[BL_DT] <= 'RIS & RAL Annual Bill + RIS Monthly'[Month End date] && 'RIS & RAL Annual Bill + RIS Monthly'[BL_TYP_TXT] <> "Annual"), 'RIS & RAL Annual Bill + RIS Monthly'[BL_CHRG_AMT]*(month('RIS & RAL Annual Bill + RIS Monthly'[BL_DT])/12))
I cant figure out the black values with DAX (the amounts presented are what it should come out to, calculated in excel).
I tried this expression but it comes up blank. I think the issue is the bolded portion:
Thank you so much for taking the time to help me! With your help, I was able to figure out the calculate function and It was helpful to make that new "Monthly Billing" measure. This is where I landed:
RIS Monthly Deferred = (TOTALYTD(CALCULATE('RIS & RAL Annual Bill + RIS Monthly'[MonthlyBilling2]/12),PREVIOUSMONTH('RIS & RAL Annual Bill + RIS Monthly'[Month Start Date])))Thank you so much!
6 Replies
- littlemojopuppy
Community Champion
I think I've got this...this is the kind of thing that makes my former accountant self happy 🙂
As a check, a created a table with all the amounts you have above...
The DAX for that table follows...
SUMMARIZE( 'Calendar', 'Calendar'[Year], 'Calendar'[Month], "NewBilling", CALCULATE( [Billing], 'Raw Data'[BL_TYP_TXT] = "Monthly" ), "MonthlyBilling", CALCULATE( [Billing] / 12, 'Raw Data'[BL_TYP_TXT] = "Monthly" ), "ImmediatelyRecognized", CALCULATE( ([Billing] / 12), 'Raw Data'[BL_TYP_TXT] = "Monthly" ) * 'Calendar'[Month] )- littlemojopuppy
tangerinemdr15 here's your measure. It assumes you have a date table and it is marked appropriately...
Billing = SUM('Raw Data'[BL_CHRG_AMT]) Monthly Billing Amount = CALCULATE( [Billing] / 12, FILTER( 'Raw Data', 'Raw Data'[BL_TYP_TXT] = "Monthly" ) )The measure for [Billing] is also used in the check table above.
tangerinemdr15Thank you so much for taking the time to help me! With your help, I was able to figure out the calculate function and It was helpful to make that new "Monthly Billing" measure. This is where I landed:
RIS Monthly Deferred = (TOTALYTD(CALCULATE('RIS & RAL Annual Bill + RIS Monthly'[MonthlyBilling2]/12),PREVIOUSMONTH('RIS & RAL Annual Bill + RIS Monthly'[Month Start Date])))Thank you so much!
- Greg_Deckler
tangerinemdr15 - What is the logic for the black amounts? Sorry, I'm not understanding how those amounts should be calculated.
- tangerinemdr15
Hi! the logic for the black amounts is to take 1/12th of the billing charge amount for the remaining months of the year. For example, the charge that came in on 3/31/20 for $1000. $250 of it was recognized in March. $1,000 * (3/12)= $250. From April through the rest of the year, 1/12th will be recognized each month.
$1,000 * (1/12) = $83.33
Thank you in advance for taking a look!
