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IainCam67
Regular Visitor

Allocation of invoice totals across months

I have a bunch of invoices with start and dates across a number of years and have the total invoiced during the period. I know how to create a colum to effectively change this to a invoice amount on a daily basis but am struggling with how to create the necessary columns to prorate the total across the months within the invoice period, especially where there are 3 days in one month,  31 the second and 14 the third for example. I've seen a thread as to how to achieve this in Excel but would like help in transposing this functionality into Power BI.

Thanks

Hopefully this table conveys what I mean...

 

Allocation ExampleAllocation Example

 

1 REPLY 1
lc_finance
Solution Sage
Solution Sage

Hi @IainCam67 ,

 

 

can you share a Power BI file with sample data? And a table showing the final result you wish to obtain?

You can share a Power BI file by uploading it to OneDrive/ Google Drive/ etc and pasting the link the message.

 

That will make it easier to help you.

 

Regards

 

Luca

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