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rohanjha1988
Helper II
Helper II

Calculation of sales and collection

Dear All,

 

I have a table called Sales in which I have entry of day wise client ID wise sales since 2019. This table is called "SalesMaster". 

I have another table in which the entry of money collected day wise and client ID wise is mentioned. 

 

Scenario - If a sales happens in suppose month of Feb 2021, the money can be collected in Feb 2021 or in March or in April. 

Problem - I need to calculate that how much of the money collected is from the current month of sales, client wise. 

 

Example - If Client C01 purchased goods of INR 5000 in Feb 2021 and paid 500 in April 2021. 

                 Another client C02 purchased goods of INR 3000 in April 2021 and paid 1500 in April 2021

 

So In April 2021, the total collection is INR 2000 but INR 500 (of client 1) is of old month. 

I need a mesure called -CurrentMonthSalesCollection which will give the value of INR 1500 and OldMonthSalesCollection as INR 500. 

 

I hope I have been able to explain the problem correctly. 

1 ACCEPTED SOLUTION
Jihwan_Kim
Super User
Super User

Hi, @rohanjha1988 

Please correct me if I wrongly understood your question.

I might simplify too much of your business case, but please kindly check the below picture and the sample pbix file's link down below, whether it is what you are looking for.

All measures are in the sample pbix file.

 

Picture3.pngPicture4.png

 

 

https://www.dropbox.com/s/bs35a8z89fv8ss3/rohan.pbix?dl=0 

 

 

Hi, My name is Jihwan Kim.

If this post helps, then please consider accept it as the solution to help other members find it faster, and give a big thumbs up.

Linkedin: https://www.linkedin.com/in/jihwankim1975/

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Go to My LinkedIn Page


View solution in original post

2 REPLIES 2
Jihwan_Kim
Super User
Super User

Hi, @rohanjha1988 

Please correct me if I wrongly understood your question.

I might simplify too much of your business case, but please kindly check the below picture and the sample pbix file's link down below, whether it is what you are looking for.

All measures are in the sample pbix file.

 

Picture3.pngPicture4.png

 

 

https://www.dropbox.com/s/bs35a8z89fv8ss3/rohan.pbix?dl=0 

 

 

Hi, My name is Jihwan Kim.

If this post helps, then please consider accept it as the solution to help other members find it faster, and give a big thumbs up.

Linkedin: https://www.linkedin.com/in/jihwankim1975/

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Go to My LinkedIn Page


amitchandak
Super User
Super User

@rohanjha1988 ,Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.

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