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How to get revenue for the last date in month
Hi,
I need to write a measure for revenue based on a changing max date.
This is the problem:
in my raw data, I get the date for each stage change, meaning that one order will have for example 3 milestones with a different date and revenue associated. I need to report the revenue for the latest change within a milestones and a month and ignore all other revenue information.
Let's say I have only one order to consider. Left is what I get as raw data from my databank, right is what I need to report:
Is there anyway to define the revenue per milestone and link the max date information with a slicer (=showing up the last day of each month for the report to automatically adapt)?
Any help for this will be really appreciated!
Thanks,
Pauline.
Solved! Go to Solution.
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Hi @Berl21
Attached is a modified version of the file.
Revenue Measure =
SUMX (
Data,
VAR CurrentMilestoneTable =
CALCULATETABLE ( Data, ALLEXCEPT ( Data, Data[Milestone] ) )
VAR LastMilestoneDate =
MAXX ( CurrentMilestoneTable, Data[Change Date] )
RETURN
IF (
Data[Change Date] = LastMilestoneDate,
Data[Revenue]
)
)
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@tamerj1 a matrix won't help as I have cases where there are two entries with a date within the same month and milestones. In this case, I need to select the last date of the two.
I was thinking that the function Rank- Partition would help here, but I have an issue with a format in Power Query, so I can't use it in this form.
Is there anyway to use rank partition as part of a measure?
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Hi @Berl21
Attached is a modified version of the file.
Revenue Measure =
SUMX (
Data,
VAR CurrentMilestoneTable =
CALCULATETABLE ( Data, ALLEXCEPT ( Data, Data[Milestone] ) )
VAR LastMilestoneDate =
MAXX ( CurrentMilestoneTable, Data[Change Date] )
RETURN
IF (
Data[Change Date] = LastMilestoneDate,
Data[Revenue]
)
)
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