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Hello fellow community,
We are a charity fund with income based on (amongst others) structural donations. Each month, quarter, half year or year someone will donate an amount to us. This is captured in a donations table, with the following columns:
- startdate
- enddate
- amount per donation
- frequency
If a donation will be done every quarter and starts in October, it will come back in January, April and July as well.
What I'd like to do is create a visual where I show the expected income per month. Donations start as of startdate and stop after reaching an enddate. I've tried to explain the same thing to copilot but without any luck. I hope someone in here knows how to pull this off 🙂
Solved! Go to Solution.
Amt =
VAR a =
SUMMARIZECOLUMNS (
DateTable[Year],
DateTable[MonthName],
DateTable[Monthnumber],
Donations[Donationnumber],
Donations[Startdate],
Donations[Enddate],
Donations[Amount],
Donations[Frequency],
"md", MIN ( DateTable[Date] )
)
VAR b =
ADDCOLUMNS (
a,
"amt",
IF (
[md] IN CALENDAR ( [Startdate], COALESCE ( [Enddate], dt"2030-12-31" ) ),
SWITCH (
[Frequency],
"Month", [Amount],
"Year", IF ( MOD ( [Monthnumber], 12 ) = MOD ( MONTH ( [Startdate] ), 12 ), [Amount] ),
"Quarter", IF ( MOD ( [Monthnumber], 3 ) = MOD ( MONTH ( [Startdate] ), 3 ), [Amount] ),
"Half year", IF ( MOD ( [Monthnumber], 6 ) = MOD ( MONTH ( [Startdate] ), 6 ), [Amount] ),
0
)
)
)
RETURN
SUMX ( b, [amt] )
see attached
Hi Ibendlin,
for example something like this: https://we.tl/t-s8MMWX5nZa
In this case I expect:
- The first donation comes back every month
- The second every year, but only in March
- The 3rd every quarter (feb, may, aug and nov)
- The 4th every 6 months (jan and july)
Expected turnover in January would be €50, in februari €35 etc. But only if the enddate wasn't reached yet in that month+year
Amt =
VAR a =
SUMMARIZECOLUMNS (
DateTable[Year],
DateTable[MonthName],
DateTable[Monthnumber],
Donations[Donationnumber],
Donations[Startdate],
Donations[Enddate],
Donations[Amount],
Donations[Frequency],
"md", MIN ( DateTable[Date] )
)
VAR b =
ADDCOLUMNS (
a,
"amt",
IF (
[md] IN CALENDAR ( [Startdate], COALESCE ( [Enddate], dt"2030-12-31" ) ),
SWITCH (
[Frequency],
"Month", [Amount],
"Year", IF ( MOD ( [Monthnumber], 12 ) = MOD ( MONTH ( [Startdate] ), 12 ), [Amount] ),
"Quarter", IF ( MOD ( [Monthnumber], 3 ) = MOD ( MONTH ( [Startdate] ), 3 ), [Amount] ),
"Half year", IF ( MOD ( [Monthnumber], 6 ) = MOD ( MONTH ( [Startdate] ), 6 ), [Amount] ),
0
)
)
)
RETURN
SUMX ( b, [amt] )
see attached
That's perfect, thank you very much!
That's a standard amortization pattern, and you do that in Power Query.
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Please show the expected outcome based on the sample data you provided.
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