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Fali324's avatar
Fali324
Helper II
1 year ago
Solved

Cash flow Dashboard

Hi,   I need some help as I'm stumped at this point.   I have the following table in power bi: Plot No Total Plot £ Phase Design Start Date Design End Date Design Duration Construction ...
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  • danextian's avatar
    danextian
    1 year ago

    Your expected result is a bit confusing. For Plot1, both January and February 2025 have 4 weeks of Design, so their values should be the same but your result shows otherwise. That aside, assuming the weekly spend should be plotted at the end of each week starting from the Design or Construction start date (e.g., a Design start of Jan 1, 2025 would place the first point on Jan 7), you can try the following formula.
    Note: Dates refers to a disconnected calendar table that spans from the earliest to the latest of all relevant date columns.

    Weekly Design Spend = 
VAR SummaryTable =
    SUMMARIZE (
        Data,
        Data[Plot No],
        Data[Phase],
        Data[Design Start Date],
        Data[Weekly rate],
        Data[Design Duration]
    )
VAR _GeneratedTable =
    GENERATE (
        SummaryTable,
        ADDCOLUMNS (
            GENERATESERIES ( 1, [Design Duration], 1 ),
            "@End of Week",
                [Design Start Date] + ( [Value] * 7 ) - 1
        )
    )
VAR _FilteredTable =
    FILTER ( _GeneratedTable, [@End of Week] IN VALUES ( Dates[Date] ) )
RETURN
    SUMX ( _FilteredTable, [Weekly rate] )

     

    Please see the attached pbix.

FBergamaschi's avatar
FBergamaschi
Super User
1 year ago

Can you please show a drawing of what you want to achieve?

Fali324's avatar
Fali324
Helper II
1 year ago

Hi, As an example I've used Plot 1 and Plot 10.

I need the table to become this:

 

Plot NoCost TypeDateSpend
Plot 1Design01/01/202528947.37
Plot 1Design08/01/202528947.37
Plot 1Design15/01/202528947.37
Plot 1Design22/01/202528947.37
Plot 1Design29/01/202528947.37
Plot 1Design05/02/202528947.37
Plot 1Design12/02/202528947.37
Plot 1Design19/02/202528947.37
Plot 1Design26/02/202528947.37
Plot 1Construction05/03/202528947.37
Plot 1Construction12/03/202528947.37
Plot 1Construction19/03/202528947.37
Plot 1Construction26/03/202528947.37
Plot 1Construction02/04/202528947.37
Plot 1Construction09/04/202528947.37
Plot 1Construction16/04/202528947.37
Plot 1Construction23/04/202528947.37
Plot 1Construction30/04/202528947.37
Plot 1Construction07/05/202528947.37
Plot 10Design18/06/202833153.4
Plot 10Design25/06/202833153.4
Plot 10Design02/07/202833153.4
Plot 10Design09/07/202833153.4
Plot 10Design16/07/202833153.4
Plot 10Design23/07/202833153.4
Plot 10Design30/07/202833153.4
Plot 10Design06/08/202833153.4
Plot 10Design13/08/202833153.4
Plot 10Construction01/01/202533153.4
Plot 10Construction08/01/202533153.4
Plot 10Construction15/01/202533153.4
Plot 10Construction22/01/202533153.4
Plot 10Construction29/01/202533153.4
Plot 10Construction05/02/202533153.4
Plot 10Construction12/02/202533153.4
Plot 10Construction19/02/202533153.4
Plot 10Construction26/02/202533153.4
Plot 10Construction05/03/202533153.4
Plot 10Construction12/03/202533153.4
Plot 10Construction19/03/202533153.4
Plot 10Construction26/03/202533153.4
  • Fali324's avatar
    Fali324
    Helper II
    1 year ago

    and the visuals I want to create are:

    so the weeks inbetween the start and end date need to be automatically generated. 

    • alish_b's avatar
      alish_b
      Super User
      1 year ago

      Hi Fali324 ,

       

      Also let us know how would you want to populate the Spend column? I can see the ' Total Plot £' column, are you planning to split that equally over the 'Date Design Duration' months or there is another some other logic at play?

      Thanks,

      Alish

    • danextian's avatar
      danextian
      Super User
      1 year ago

      Your expected result is a bit confusing. For Plot1, both January and February 2025 have 4 weeks of Design, so their values should be the same but your result shows otherwise. That aside, assuming the weekly spend should be plotted at the end of each week starting from the Design or Construction start date (e.g., a Design start of Jan 1, 2025 would place the first point on Jan 7), you can try the following formula.
      Note: Dates refers to a disconnected calendar table that spans from the earliest to the latest of all relevant date columns.

      Weekly Design Spend = 
VAR SummaryTable =
    SUMMARIZE (
        Data,
        Data[Plot No],
        Data[Phase],
        Data[Design Start Date],
        Data[Weekly rate],
        Data[Design Duration]
    )
VAR _GeneratedTable =
    GENERATE (
        SummaryTable,
        ADDCOLUMNS (
            GENERATESERIES ( 1, [Design Duration], 1 ),
            "@End of Week",
                [Design Start Date] + ( [Value] * 7 ) - 1
        )
    )
VAR _FilteredTable =
    FILTER ( _GeneratedTable, [@End of Week] IN VALUES ( Dates[Date] ) )
RETURN
    SUMX ( _FilteredTable, [Weekly rate] )

       

      Please see the attached pbix.

      • Fali324's avatar
        Fali324
        Helper II
        1 year ago

        Hi Thank you for the solution it was exactly what I was after