Billing Cycles -Periodic

[schoden]

Hi Community, 

I came across @Greg_Deckler Periodic Billing Which pretty much did the work I needed.

However - How to apply the billing cycle? as @Greg_Deckler shows monthly record. 

Customer     Start Date             End Date              Amount        Cycle
A                  04/04/2021           05/04/2022       30             Monthly 
B                 15/04/2021          15/04/2023        50              Bi-Annually 
C                30/04/2021           30/04/2022       20               Quarterly 
Required  to show as below; 

1. Quarterly = if billing is April 2021 , the next is in Aug 2021  and so on 

2. Bi-annually= if billing is April 2021 , the next is Oct 2021 

Would really appreciate.

Thanks 

[Ashish_Mathur]

Hi,

What is the final result you are expecting?

[schoden]

Hi 

I want to show simple bar graph on monthly basis that sums up record for month, and quarterly ones if the month falls in that particular month and Bi-Annually as well.

Here in my example : Customer A record will show from April 2021 till April 2022- showing 30 each month.

                                    Customer B will be in APril 2021 and next one in Oct 2021 ( adding 30 of customer A + customer B 20 ) 

 Customer C record will show in April 2021  , next will be on Aug 2021 ( adding 30 of customer A + Customer C) 

[Ashish_Mathur · Accepted solution]

Hi,

Please see my solution in this PBI file.  If this is not the result you are expecting, then please show the result in a simple table format.

[schoden]

Yes @Ashish_Mathur you absolutely nailed it 😄 ..Thank you so much , really appreciate it.

Saved me 😄 

[Ashish_Mathur]

You are welcome.