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cmills_Greystar
Frequent Visitor

Calculating Number of Records with multiple variables

I have been given a complicated problem to solve and I am at a loss. 

 

Goal: 

1) Calculate the number of active records by month.

2) Calculate the number of new records (onboards) by month.

3) Calculate the number of records that went inactive (offboards) by month.

4) Calculate the number of records that changed due to certain types of migration by month.

 

 Example 1 of complexity

Migration Example 1.jpg

 

This record originally onboarded on 2/26/2014.  Its existance will start being added to the total as of that month.

On 4/28/2016, it went through a migration, but remained active.

     Active Record Count = same

     Migration Record Count +1 for month of 4/2016

On 10/25/2016, the record went officially inactive.  Its existance will end as of 9/30/2016

 

Example 2 of Complexity

Migration Example 2.jpg

 

This record went through 2 separate migrations at different times.  It is also currently still active.  Would need to show the original onboard date, continue to include it in the overall record count from 1/2016 forward, but would need to tally both migration points in their given months (for their given reasons).

 

Example 3 of Complexity

Migration Example 3.jpg

 

This record went dormant between 5/22 and 11/23.  Would need to show the original onboard date, continue to include it in the overall record count from 6/18 to 4/22, include it in the offboard count for 5/22, include it on the onboarded count for 11/23 and the overall record count from 11/23 forward.

 

1 ACCEPTED SOLUTION

See attached for something to get you started. It has both the amortization logic (spelling out the months) and a custom visual that can show date ranges.

 

lbendlin_0-1695339217580.png

 

 

View solution in original post

3 REPLIES 3
cmills_Greystar
Frequent Visitor

Thank you @lbendlin for the reminder. I completely forgot to include that.

 

 

PropertyOperationsKeyAccountingIDPropertyID2ManagementStartDateManagementEndDateSoftwareClient
43313817139952/26/20144/28/2016YAR-RIVHIL-COM-LLC
43315815139954/29/201610/25/2016YAR-GSHIL-COM-LLC
175342136381/27/20167/16/2016ONE-GSWOO-INV-
176086136387/17/20167/24/2019ONE-GSWOO-INV-
179603136387/25/2019 ONE-GSEAT-VAN-MAN
23888319154746/1/20185/2/2022ONE-GSCAM-DEV-GRO
2388148881547411/1/2023 ONE-GSCAM-DEV-GRO
102760115076/17/20137/16/2016ONE-GSPGI--
106083115077/17/201612/29/2020ONE-GSPGI--
325862140326/15/201611/14/2018ONE-GSBON--
3288451403211/15/20187/12/2023ONE-GSMOM-REA-EST
379437162555/29/201911/4/2021ENT-GSGRE-INV-GRO
37124611625511/5/2021 ENT-GSGRE-INV-GRO
394896136338/15/201510/22/2016ONE-GSBLU--
3953141363312/11/201510/22/2016ONE-GSBLU--
3964851363310/23/20167/31/2018ONE-GSBLU--
4111550180041/19/20219/30/2022ONE-GSDWS--
41140161800410/1/2022 ONE-GSDWS--
492723114845/13/201311/27/2016ONE-GSCHI-KLE-PRO
4966821148411/28/2016 ONE-GSCHI-KLE-PRO
675285135951/23/20162/20/2017ONE-GSSTO--
677063135952/21/201712/21/2017ONE-GSSTO--
702824115559/19/201312/10/2013ONE-GSGE--
7029351155512/11/20131/18/2017ONE-GSBLA--
706922115551/19/20177/23/2018ONE-GSBLA--
7643611292412/29/201410/17/2016ONE-GSCAM-DEV-
7664761292410/18/20161/31/2017ONE-GSCAM-DEV-
767009129242/1/2017 ONE-GSUSA-REA-EST
9520891131411/19/201212/7/2015ONE-GSGRE-INV-GRO
9552551131412/8/20151/18/2017ONE-GSBLA--
956920113141/19/20176/15/2017ONE-GSBLA--
1101883111662/24/20127/11/2012ONE-GSC-III-ASS
1102023111667/12/20126/25/2014ONE-GSC-III-ASS
119200759110/10/20089/30/2012ONE-GSDWS--
1192079759110/1/20123/16/2016ONE-GSDWS--
1338103153182/23/20186/30/2018ONE-GSINV--
1338104153182/23/20186/30/2018ONE-GSINV--
13643891293812/19/20148/30/2016ONE-GSBC-PRO-
1366289129388/31/201610/11/2018ONE-GSBC-PRO-
1451539109597/19/201111/2/2012ONE-GSLNR-PRO-
14521721095911/3/201211/12/2014ONE-GSLNR-PRO-
1541138107138/12/20104/30/2013ONE-GOLARC--
1542701107135/1/20138/30/2016ONE-GSBC-PRO-
1546279107138/31/201610/11/2018ONE-GSBC-PRO-
1552764115107/2/20138/21/2016ONE-GSAEW--
1556182115108/22/20166/18/2019ONE-GSAEW--
1639693164569/1/20196/13/2021ONE-GSSLA-REA-EST
16311988164566/14/202110/25/2021ONE-GSILA-INV-
16929451163712/20/201310/26/2016ONE-GSHAT-CRE-PAR
16965311163710/27/20167/31/2017ONE-GSHAT-CRE-PAR
1875362136591/9/20165/6/2018ONE-GSBEN-GRE-
1878244136595/7/2018 ONE-GSEAT-VAN-MAN
1903084117264/16/201412/12/2014ONE-GSKAN-REA-COR
19043631172612/13/201410/12/2016ONE-GSJP-MOR-
2051644109918/1/201112/11/2013ONE-GSDRA--
20529311099112/12/201311/30/2016ONE-GSDRA-REA-INV
2101123106988/9/201010/22/2013YAR-TRITRI-REA-EST
21028871069810/23/20135/14/2015YAR-TRITRI-REA-EST

See attached for something to get you started. It has both the amortization logic (spelling out the months) and a custom visual that can show date ranges.

 

lbendlin_0-1695339217580.png

 

 

lbendlin
Super User
Super User

Please provide sample data (with sensitive information removed) that covers your issue or question completely, in a usable format (not as a screenshot). Leave out anything not related to the issue.
https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-...
Please show the expected outcome based on the sample data you provided.

https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447...

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