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Anonymous
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Calculate Running total of Active members

Hello Community,

 

I want to calculate running total of count of active members every month, I have Member id, effective day, terminate day and Paid Amount. (If a member has 12/31/2999 as a termination date then member is active)
If a member's effective date and terminate date are in same month, that member will be counted as active only for that month, when we count members for month of february it should include the count of active member from january excluding the terminated members and count of active members in month of feb.

 

For example:

Month               Count of active members

January 2017            20

Feb 2017                  18+40=58 (because 2 members were terminated in january)

March 2017               50 + 30=80 (because 8 members were terminated in february)    

 

User can use any slicer to see the count of member, for example bewteen slicer if user selects date range from 01/1/2017 to 03/31/2017, the total count should 20+58+80= 158.

Sample Data:

Member IDClientNameEffective dateTerm datePaid Amount
9705542HHC1/1/20171/29/2017 $   4,562.00
9732311CCA2/14/201712/31/2999 $   5,000.00
2075200CCA2/5/201712/31/2999 $   3,897.00
9675600YHA2/24/201712/31/2999 $   3,355.00
4037701YHA2/13/201712/31/2999 $   9,876.00
40500YHA1/14/201712/31/2999 $   5,467.00
5613800ABC1/19/201712/31/2999 $ 10,000.00
1888800XYZ3/22/201712/31/2999 $   7,658.00
9675398XYZ3/12/20174/9/2017 $   7,500.00
9705604XYZ3/15/201712/31/2999 $   5,487.00
831701DAS4/13/201712/31/2999 $   3,400.00
9657072DAS4/18/201712/31/2999 $   4,900.00
67512DAS4/19/201712/31/2999 $   8,400.00
56478HHC1/23/201712/31/2999 $   5,000.00
54376HHC2/27/20173/10/2017 $   3,245.00
45679ABC3/21/201712/31/2999 $   4,356.00
2135ABC4/23/201712/31/2999 $   1,205.00
1 ACCEPTED SOLUTION
v-lili6-msft
Community Support
Community Support

hi, @srkase 

Here are two similar posts for you refer to:

https://community.powerbi.com/t5/Desktop/Measuring-logged-workdays/m-p/613517#M292418

https://community.powerbi.com/t5/Quick-Measures-Gallery/Periodic-Billing/m-p/409365

 

Best Regards,

Lin

 

Community Support Team _ Lin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

1 REPLY 1
v-lili6-msft
Community Support
Community Support

hi, @srkase 

Here are two similar posts for you refer to:

https://community.powerbi.com/t5/Desktop/Measuring-logged-workdays/m-p/613517#M292418

https://community.powerbi.com/t5/Quick-Measures-Gallery/Periodic-Billing/m-p/409365

 

Best Regards,

Lin

 

Community Support Team _ Lin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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