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Anonymous
Not applicable

## How to get the Annual benefit value for the left over months?

Calculation :

Assume a project has a “Total Benefit” per year of £120. The following table shows how to chart the annual benefit depending on the project completion date. Please help me on the DAX formula in achieving the annual benefits for the years 2022 to 2026.

 Project completion date 2022 2023 2024 2025 2026 Notes 30Jun22 £60 £120 £120 £120 £120 Benefits start in July 22 = Six months of benefit in 2022 = (£120/12) x 6 = £60 31Oct22 £20 £120 £120 £120 £120 Benefits start in November 22 = 2 months of benefit in 2022 = (£120/12) x2  = £20 31Dec22 £0 £120 £120 £120 £120 Benefits start in January 23 = 12 months of benefit in 2023 = £120 31Mar23 £0 £90 £120 £120 £120 Benefits start in March 23 = 9 months of benefit in 2023 = (£120/12) x9  = £90 31Oct23 £0 £20 £120 £120 £120 Benefits start in November 23 = 2 months of benefit in 2023 = (£120/12) x2  = £20

Please help me in providing the DAX for the following requirement. It would be really helpful.

Thanks in advance !!

4 REPLIES 4
Community Champion

Tricky solution,

 Thanks to the great efforts by MS engineers to simplify syntax of DAX! Most beginners are SUCCESSFULLY MISLED to think that they could easily master DAX; but it turns out that the intricacy of the most frequently used RANKX() is still way beyond their comprehension! DAX is simple, but NOT EASY!
Anonymous
Not applicable

Hi @CNENFRNL ,

But where is the Total Benefits data? For every year, we will have a total benefit value. In an example which I have explained above has a Total Benefit of 120, from which we are calculating the Annual Benefits values.

Can you please help me with the DAX, by applying Total Benefits data as well

Community Champion

 Thanks to the great efforts by MS engineers to simplify syntax of DAX! Most beginners are SUCCESSFULLY MISLED to think that they could easily master DAX; but it turns out that the intricacy of the most frequently used RANKX() is still way beyond their comprehension! DAX is simple, but NOT EASY!
Anonymous
Not applicable

But this is not my expected answer.

Consider the INPUT data as below, where for each Actual date we will have Total benefits.

 Actual Date Total Benefits 01-01-22 3000 15-02-22 20000 30-06-22 617000 16-01-23 220000 29-09-23 80000 01-05-24 40000 31-12-24 120000

And now, the output should be as the below table,

 Actual Date 2022 2023 2024 01-01-22 £2750.00 £3000.00 £3000.00 15-02-22 £16666.67 £20000.00 £20000.00 30-06-22 £308500.00 £617000.00 £617000.00 16-01-23 0 £201666.67 £220000.00 29-09-23 0 £20000.00 £80000.00 01-05-24 0 £0.00 £23333.33 31-12-24 0 £0.00 £0.00

Calculation should be, For 1st data (i.e) 01-01-22 , Benefits starts in Feb 22 = 11 months of benefit in 2022. Formula is - (Total Benefit for that date /12) x (Remaining months of benefit)

(i.e) - (3000/12) x 11= 2750  -> This is for Year 2022

For 2023, we have all 12 months of benefit in 2023. So it should be 3000. (i.e) - 3000/12 x 12

Please help me in achieving this approach using DAX. Thanks in advance!!

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