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MP-iCONN
Resolver I
Resolver I

Calculate future months amounts in buckets

I am trying to calculate future months Purchase Order Commitments as we call it.

 

In my table I have Vendor ID's, Required Dates, and Total Dollar amounts for those given Required Dates.

 

For example one vendor looks like this for the data:

 

Vendor IDRequired DateExt Amount
10686/13/20225254.40
10687/11/20226666.00
10687/20/202227900.00
10687/20/20223980.00
10687/20/202213000.00
10687/20/20222367.60
10688/4/2022579.86
10688/8/20222367.60
10688/26/20223121.88
10688/26/202218854.37
10689/1/202212277.43
10689/7/202259208.33
10689/9/20225424.00
106810/6/20224509.78
106810/10/20223980.00
106811/1/20227230.00
106811/10/20227662.00
106811/16/20224500.00
106811/17/202215992.59
106811/17/20225948.25
106812/1/20222684.25
106812/15/20223980.00
106812/15/20224116.09
106812/15/20221507.29
106812/15/202215084.30
106812/31/20225155.20
10681/4/20233996.00
10682/2/20233996.00
10682/4/20232712.00

 

What I would like is to get all of these broken up into buckets (column measures).

 

What I have now is...

Past Due which is this measure:

Past Due = CALCULATE(SUM(OpenPOs[Ext Amount]), OpenPOs[Required Date]<TODAY())
 
Current Month which is this measure:
Current Month = CALCULATE(SUM(OpenPOs[Ext Amount]), DateTable[Now]="Current Month")
 
And I have Total Due which is the Sum of the Ext Amount.
 
I also wanted to have it month by month so have columns for each future month till the end of the year and then have a final measure of end of the year and beyond.
 
MPiCONN_0-1659533689359.png

 

I have a Date Table that is a One to Many of my Required Dates that is in place as well.
 
Any advice on how to get this done is greatly appreciated.
 
1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@MP-iCONN ,

 

Current Month = CALCULATE(SUM(OpenPOs[Ext Amount]), eomonth(OpenPOs[Required Date],0) =  eomonth(TODAY(),0) )

 

future months = CALCULATE(SUM(OpenPOs[Ext Amount]), eomonth(OpenPOs[Required Date],0) >  eomonth(TODAY(),0) )

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View solution in original post

1 REPLY 1
amitchandak
Super User
Super User

@MP-iCONN ,

 

Current Month = CALCULATE(SUM(OpenPOs[Ext Amount]), eomonth(OpenPOs[Required Date],0) =  eomonth(TODAY(),0) )

 

future months = CALCULATE(SUM(OpenPOs[Ext Amount]), eomonth(OpenPOs[Required Date],0) >  eomonth(TODAY(),0) )

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

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