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Resolver I
Resolver I

Calculate Revenue Per Month between two dates

Hello

 

I want to visualise Revenue in a matrix based on the Revenue start date and end date. Let say I have Revenue of 100,000, which appears on the Revenue Start Date. Revenue starts in January and ends in April. I would like to have the result as below. 

 

I have a Date Table with a In Active Relationship with the Revenue start and end dates, so the Measure needs Userrelationship in it. I have also create a measure of what will be the Monthly Revenue.

 

I just need to figure out how to popluate the months with this.

 

Thanks

 

DealJanFebMarchApril
xyz25,00025,00025,00025,000
6 REPLIES 6
lbendlin
Super User
Super User

Sounds straightforward. What have you tried and where are you stuck?

@lbendlin 

I have a similar issue. I need to split the Won Opportunity Amount over the months of the Project Start and End dates. I have wokred out the monthly amount based on the project duration and have added it as a calculated column. I would like to have a similar visual above, where the monthy amount populates each month of the duration of the project and shows the total of these months in the total section

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Thanks for your reply @lbendlin 

 

Here is a sample of the Opportunity table

 

RevenueStartDateEndDateTotalMonthsMonthly Revenue
100,00001/02/202431/01/2025128,333


I would like to have a visual with the the Year and Month columns from my Date Table and the Monthly Revenue populated in the months where the Start and EndDates are valid, Date table has a one to many active relationship with the StartDate.

I ahve created a measure which populates the month, it's a running total, but it doesn't sum up in the visual

 

 

VAR MaxDate =
    MAX ( 'Date'[Date] )
RETURN
    CALCULATE (
        SUM(Opps[MonthlyRevenue]),
        KEEPFILTERS ( Opps[StartDate] <= MaxDate
            && Opps[EndDate] >= MaxDate
            )
            ,
        ALL ( 'Date')
)

 

 

 

JB_AT_0-1725969350921.png

Thanks in advance

 

lbendlin_0-1725973778083.png

Note: The calendar table needs to stay disconnected.

Thank you so much  for this, this has solved the issue. Unfortunately,  I can't seem to accept it as a solution though. 

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