Forum Discussion

echall93's avatar
echall93
Frequent Visitor
6 years ago

Capping a cumulative total

I'm trying to calculate a 'Realised Revenue' value by project for each month. This value should be the sum 'Cost of days' for each project, in each month, with the limitation that the total 'Realised...
Need Help
v-yuta-msft's avatar
v-yuta-msft
Icon for Community Support rankCommunity Support
6 years ago

echall93 ,

 

Could you please share sample data and give the expected output?

 

Regards,

Jimmy Tao

  • echall93's avatar
    echall93
    Frequent Visitor
    6 years ago

    Hi Jimmy Tao,

     

    Thanks for getting back to me! This is a sample of the data I'm using for one of the projects:

     

    DateProjectWorking daysCost of day (optimum)Start of monthRevenue
    30 September 2019Wilts0061£1,230.0201 September 201951428.91
    19 September 2019Wilts0061£1,230.0201 September 201951428.91
    18 September 2019Wilts0061£1,230.0201 September 201951428.91
    04 September 2019Wilts0061£1,230.0201 September 201951428.91
    03 September 2019Wilts0061£1,230.0201 September 201951428.91
    02 September 2019Wilts0061£1,230.0201 September 201951428.91
    28 October 2019Wilts0061£1,230.0201 October 201951428.91
    24 October 2019Wilts0061£1,230.0201 October 201951428.91
    23 October 2019Wilts0061£1,230.0201 October 201951428.91
    16 October 2019Wilts0061£1,230.0201 October 201951428.91
    15 October 2019Wilts0061£1,230.0201 October 201951428.91
    14 October 2019Wilts0061£1,230.0201 October 201951428.91
    09 October 2019Wilts0061£1,230.0201 October 201951428.91
    02 October 2019Wilts0061£1,230.0201 October 201951428.91
    01 October 2019Wilts0061£1,230.0201 October 201951428.91
    30 September 2019Wilts0061£825.5001 September 201951428.91
    30 September 2019Wilts0061£825.5001 September 201951428.91
    27 September 2019Wilts0061£825.5001 September 201951428.91
    27 September 2019Wilts0061£825.5001 September 201951428.91
    26 September 2019Wilts0061£825.5001 September 201951428.91
    26 September 2019Wilts0061£825.5001 September 201951428.91
    25 September 2019Wilts0061£825.5001 September 201951428.91
    25 September 2019Wilts0061£825.5001 September 201951428.91
    24 September 2019Wilts0061£825.5001 September 201951428.91
    23 September 2019Wilts0061£825.5001 September 201951428.91
    20 September 2019Wilts0061£825.5001 September 201951428.91
    19 September 2019Wilts0061£825.5001 September 201951428.91
    19 September 2019Wilts0061£825.5001 September 201951428.91
    18 September 2019Wilts0061£825.5001 September 201951428.91
    17 September 2019Wilts0061£825.5001 September 201951428.91
    16 September 2019Wilts0061£825.5001 September 201951428.91
    13 September 2019Wilts0061£825.5001 September 201951428.91
    13 September 2019Wilts0061£825.5001 September 201951428.91
    12 September 2019Wilts0061£825.5001 September 201951428.91
    11 September 2019Wilts0061£825.5001 September 201951428.91
    10 September 2019Wilts0061£825.5001 September 201951428.91
    09 September 2019Wilts0061£825.5001 September 201951428.91
    06 September 2019Wilts0061£825.5001 September 201951428.91
    05 September 2019Wilts0061£825.5001 September 201951428.91
    04 September 2019Wilts0061£825.5001 September 201951428.91
    03 September 2019Wilts0061£825.5001 September 201951428.91
    02 September 2019Wilts0061£825.5001 September 201951428.91
    28 October 2019Wilts0061£825.5001 October 201951428.91
    21 October 2019Wilts0061£825.5001 October 201951428.91
    18 October 2019Wilts0061£825.5001 October 201951428.91
    17 October 2019Wilts0061£825.5001 October 201951428.91
    16 October 2019Wilts0061£825.5001 October 201951428.91
    16 October 2019Wilts0061£825.5001 October 201951428.91
    15 October 2019Wilts0061£825.5001 October 201951428.91
    15 October 2019Wilts0061£825.5001 October 201951428.91
    14 October 2019Wilts0061£825.5001 October 201951428.91
    14 October 2019Wilts0061£825.5001 October 201951428.91
    11 October 2019Wilts0061£825.5001 October 201951428.91
    10 October 2019Wilts0061£825.5001 October 201951428.91
    10 October 2019Wilts0061£825.5001 October 201951428.91
    09 October 2019Wilts0061£825.5001 October 201951428.91
    08 October 2019Wilts0061£825.5001 October 201951428.91
    07 October 2019Wilts0061£825.5001 October 201951428.91
    04 October 2019Wilts0061£825.5001 October 201951428.91
    03 October 2019Wilts0061£825.5001 October 201951428.91
    01 October 2019Wilts0061£825.5001 October 201951428.91
    23 August 2019Wilts0061£1,058.4101 August 201951428.91
    23 September 2019Wilts0061£1,058.4101 September 201951428.91
    28 August 2019Wilts0061£1,058.4101 August 201951428.91
    27 August 2019Wilts0061£1,058.4101 August 201951428.91
    22 August 2019Wilts0061£1,058.4101 August 201951428.91
    26 August 2019Wilts0060£0.0001 August 201951428.91
    24 September 2019Wilts0060.5£412.7501 September 201951428.91
    12 September 2019Wilts0060.5£412.7501 September 201951428.91
    29 October 2019Wilts0060.5£412.7501 October 201951428.91
    02 October 2019Wilts0060.5£412.7501 October 201951428.91
    01 October 2019Wilts0060.5£412.7501 October 201951428.91

     

    In the Matrix Visualisation I've then got two measures: Cumulative month and Realised revenue 1

    Cumulative month = CALCULATE(
     SUM('Timesheets'[Cost of day (optimum)]),
     FILTER(
     ALLSELECTED('Timesheets'[Start of month].[Date]),
     ISONORAFTER('Timesheets'[Start of month].[Date],MAX('Timesheets'[Start of month].[Date]),DESC)
     ))
    Realised revenue1 = IF('Timesheets'[Cumulative month]<MAX('Timesheets'[Revenue]),
     SUM('Timesheets'[Cost of day (optimum)]),
     IF(CALCULATE('Timesheets'[Cumulative month],PREVIOUSMONTH('Timesheets'[Start of month].[Date]))<MAX('Timesheets'[Revenue]),
     'Timesheets'[Cumulative month]-MAX('Timesheets'[Revenue]),
     0))
    The expected outcome is:
    MonthMonthly cost of daysCumulative monthRealised revenue
    Jul  £                -   £                -  
    Aug £   4,233.64 £    4,233.64 £   4,233.64
    Sep £ 31,552.53 £  35,786.17 £ 31,552.53
    Oct £ 24,302.87 £  60,089.04 £ 15,642.74

     

    Thank you again v-yuta-msft!

     

     

    • v-yuta-msft's avatar
      v-yuta-msft
      Icon for Community Support rankCommunity Support
      6 years ago

      echall93 ,

       

      I got the same result as your first screenshot, could you please clarify the to achieve the aggregation values in Oct?

       

      Community Support Team _ Jimmy Tao

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

       

      • echall93's avatar
        echall93
        Frequent Visitor
        6 years ago

        The value should be £15,642.74 (which is the revenue for the project, minus the realised revenue so far, i.e. £4,233.64 + £31,552.53). I'm not sure how to get Power BI to take the revenue for the project minus the cumulative revenue last month, which is what would allow me to do the above?

         

        v-yuta-msft