Forum Discussion

schoden's avatar
schoden
Icon for Post Partisan rankPost Partisan
5 years ago
Solved

Billing Cycles -Periodic

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 

  • 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.

5 Replies

    • schoden's avatar
      schoden
      Icon for Post Partisan rankPost Partisan

      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's avatar
        Ashish_Mathur
        Icon for Super User rankSuper User

        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.