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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
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
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
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.
Solved! Go to 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.
Thank you @lbendlin for the reminder. I completely forgot to include that.
| PropertyOperationsKey | AccountingID | PropertyID2 | ManagementStartDate | ManagementEndDate | Software | Client |
| 4331 | 3817 | 13995 | 2/26/2014 | 4/28/2016 | YAR-RIV | HIL-COM-LLC |
| 4331 | 5815 | 13995 | 4/29/2016 | 10/25/2016 | YAR-GS | HIL-COM-LLC |
| 17 | 5342 | 13638 | 1/27/2016 | 7/16/2016 | ONE-GS | WOO-INV- |
| 17 | 6086 | 13638 | 7/17/2016 | 7/24/2019 | ONE-GS | WOO-INV- |
| 17 | 9603 | 13638 | 7/25/2019 | ONE-GS | EAT-VAN-MAN | |
| 2388 | 8319 | 15474 | 6/1/2018 | 5/2/2022 | ONE-GS | CAM-DEV-GRO |
| 2388 | 14888 | 15474 | 11/1/2023 | ONE-GS | CAM-DEV-GRO | |
| 10 | 2760 | 11507 | 6/17/2013 | 7/16/2016 | ONE-GS | PGI-- |
| 10 | 6083 | 11507 | 7/17/2016 | 12/29/2020 | ONE-GS | PGI-- |
| 32 | 5862 | 14032 | 6/15/2016 | 11/14/2018 | ONE-GS | BON-- |
| 32 | 8845 | 14032 | 11/15/2018 | 7/12/2023 | ONE-GS | MOM-REA-EST |
| 37 | 9437 | 16255 | 5/29/2019 | 11/4/2021 | ENT-GS | GRE-INV-GRO |
| 37 | 12461 | 16255 | 11/5/2021 | ENT-GS | GRE-INV-GRO | |
| 39 | 4896 | 13633 | 8/15/2015 | 10/22/2016 | ONE-GS | BLU-- |
| 39 | 5314 | 13633 | 12/11/2015 | 10/22/2016 | ONE-GS | BLU-- |
| 39 | 6485 | 13633 | 10/23/2016 | 7/31/2018 | ONE-GS | BLU-- |
| 41 | 11550 | 18004 | 1/19/2021 | 9/30/2022 | ONE-GS | DWS-- |
| 41 | 14016 | 18004 | 10/1/2022 | ONE-GS | DWS-- | |
| 49 | 2723 | 11484 | 5/13/2013 | 11/27/2016 | ONE-GS | CHI-KLE-PRO |
| 49 | 6682 | 11484 | 11/28/2016 | ONE-GS | CHI-KLE-PRO | |
| 67 | 5285 | 13595 | 1/23/2016 | 2/20/2017 | ONE-GS | STO-- |
| 67 | 7063 | 13595 | 2/21/2017 | 12/21/2017 | ONE-GS | STO-- |
| 70 | 2824 | 11555 | 9/19/2013 | 12/10/2013 | ONE-GS | GE-- |
| 70 | 2935 | 11555 | 12/11/2013 | 1/18/2017 | ONE-GS | BLA-- |
| 70 | 6922 | 11555 | 1/19/2017 | 7/23/2018 | ONE-GS | BLA-- |
| 76 | 4361 | 12924 | 12/29/2014 | 10/17/2016 | ONE-GS | CAM-DEV- |
| 76 | 6476 | 12924 | 10/18/2016 | 1/31/2017 | ONE-GS | CAM-DEV- |
| 76 | 7009 | 12924 | 2/1/2017 | ONE-GS | USA-REA-EST | |
| 95 | 2089 | 11314 | 11/19/2012 | 12/7/2015 | ONE-GS | GRE-INV-GRO |
| 95 | 5255 | 11314 | 12/8/2015 | 1/18/2017 | ONE-GS | BLA-- |
| 95 | 6920 | 11314 | 1/19/2017 | 6/15/2017 | ONE-GS | BLA-- |
| 110 | 1883 | 11166 | 2/24/2012 | 7/11/2012 | ONE-GS | C-III-ASS |
| 110 | 2023 | 11166 | 7/12/2012 | 6/25/2014 | ONE-GS | C-III-ASS |
| 119 | 200 | 7591 | 10/10/2008 | 9/30/2012 | ONE-GS | DWS-- |
| 119 | 2079 | 7591 | 10/1/2012 | 3/16/2016 | ONE-GS | DWS-- |
| 133 | 8103 | 15318 | 2/23/2018 | 6/30/2018 | ONE-GS | INV-- |
| 133 | 8104 | 15318 | 2/23/2018 | 6/30/2018 | ONE-GS | INV-- |
| 136 | 4389 | 12938 | 12/19/2014 | 8/30/2016 | ONE-GS | BC-PRO- |
| 136 | 6289 | 12938 | 8/31/2016 | 10/11/2018 | ONE-GS | BC-PRO- |
| 145 | 1539 | 10959 | 7/19/2011 | 11/2/2012 | ONE-GS | LNR-PRO- |
| 145 | 2172 | 10959 | 11/3/2012 | 11/12/2014 | ONE-GS | LNR-PRO- |
| 154 | 1138 | 10713 | 8/12/2010 | 4/30/2013 | ONE-GOL | ARC-- |
| 154 | 2701 | 10713 | 5/1/2013 | 8/30/2016 | ONE-GS | BC-PRO- |
| 154 | 6279 | 10713 | 8/31/2016 | 10/11/2018 | ONE-GS | BC-PRO- |
| 155 | 2764 | 11510 | 7/2/2013 | 8/21/2016 | ONE-GS | AEW-- |
| 155 | 6182 | 11510 | 8/22/2016 | 6/18/2019 | ONE-GS | AEW-- |
| 163 | 9693 | 16456 | 9/1/2019 | 6/13/2021 | ONE-GS | SLA-REA-EST |
| 163 | 11988 | 16456 | 6/14/2021 | 10/25/2021 | ONE-GS | ILA-INV- |
| 169 | 2945 | 11637 | 12/20/2013 | 10/26/2016 | ONE-GS | HAT-CRE-PAR |
| 169 | 6531 | 11637 | 10/27/2016 | 7/31/2017 | ONE-GS | HAT-CRE-PAR |
| 187 | 5362 | 13659 | 1/9/2016 | 5/6/2018 | ONE-GS | BEN-GRE- |
| 187 | 8244 | 13659 | 5/7/2018 | ONE-GS | EAT-VAN-MAN | |
| 190 | 3084 | 11726 | 4/16/2014 | 12/12/2014 | ONE-GS | KAN-REA-COR |
| 190 | 4363 | 11726 | 12/13/2014 | 10/12/2016 | ONE-GS | JP-MOR- |
| 205 | 1644 | 10991 | 8/1/2011 | 12/11/2013 | ONE-GS | DRA-- |
| 205 | 2931 | 10991 | 12/12/2013 | 11/30/2016 | ONE-GS | DRA-REA-INV |
| 210 | 1123 | 10698 | 8/9/2010 | 10/22/2013 | YAR-TRI | TRI-REA-EST |
| 210 | 2887 | 10698 | 10/23/2013 | 5/14/2015 | YAR-TRI | TRI-REA-EST |
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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