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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
Deal | Jan | Feb | March | April |
xyz | 25,000 | 25,000 | 25,000 | 25,000 |
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
Revenue | StartDate | EndDate | TotalMonths | Monthly Revenue |
100,000 | 01/02/2024 | 31/01/2025 | 12 | 8,333 |
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')
)
Thanks in advance
Thank you so much for this, this has solved the issue. Unfortunately, I can't seem to accept it as a solution though.