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ADW123
New Member

Divide a value per month by a value of the complete year?

Hello, 

 

I'm looking for the formule to calculate the number of days of custumer credit.

Number of days of customer credit = trade receivals month / turnover complete year * 365

How can I create a formula where we divide a value per month by a value of the complete year?

(january 2021: trade receivals january 2021 / turnover complete 2021 * 365)

 

Example:

 

ADW123_1-1650382780695.png

 

 

Thank.

 

 

1 ACCEPTED SOLUTION
SpartaBI
Community Champion
Community Champion

Do you have a 'Date' dimension table?
In general what you are looking is in the denomiator part (the full year) to do something like:
CALCULATE(
    SUM('public account_move_line'[balance]),
    Rekeningplan[P&L] = Turnover",
    REMOVEFILTERS('Date'),
    VALUES('Date'[Year])
)

If you don't have a date table but you have a year column in your table, this can also be solved, but is not recommended to do so, cause the solution is not robust. It will depend on every column that somehome has a logic relationship with the month column, so we would need to remove filters maybe not just from the month column.
Let me know if this helps

View solution in original post

3 REPLIES 3
ADW123
New Member

Hello, 

 

I need it as a measure.

Months should be on the row.

 

The Excel is not the correct model.

The model I use:

  • combination of the table 'general ledger' + accounting data:

ADW123_0-1650438511383.png

ADW123_7-1650439576300.png

 

Link between the tables = account id

 

  • Mapping in Excel to decide with accounts are 'Turnover' and 'Trade receivals'
ADW123_6-1650439543349.png

 

 
  • Measures in BI to calculate the amount 'Turnover' and 'Trade receivals':

for ex 'Turnover':Knipsel3.PNG

 

 

Now I can make a measure where I divide Trade receivals by Turnover, but when I add months as rows, I don't have the correct result because he devides trade receivals of the months by turnover by the month. In need trade receivals of the month divided by turnover of the complete year.

SpartaBI
Community Champion
Community Champion

Do you have a 'Date' dimension table?
In general what you are looking is in the denomiator part (the full year) to do something like:
CALCULATE(
    SUM('public account_move_line'[balance]),
    Rekeningplan[P&L] = Turnover",
    REMOVEFILTERS('Date'),
    VALUES('Date'[Year])
)

If you don't have a date table but you have a year column in your table, this can also be solved, but is not recommended to do so, cause the solution is not robust. It will depend on every column that somehome has a logic relationship with the month column, so we would need to remove filters maybe not just from the month column.
Let me know if this helps

SpartaBI
Community Champion
Community Champion

you need this as a calculated column or as a measure?
If as a measure, are you going to put the months on the rows of the table?
Is this excel table exactly what you have in the model?

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