Forum Discussion

Bosh's avatar
Bosh
New Member
6 years ago
Solved

Create Billing Periods

Good morning.

Among the data I enter into Power BI is a dd-mm-yy date column. But my final reports require an analysis based on "Billing Periods" that correspond from 26 month1 to 25 month2.

That is, perido April 2020, is defined from 26 March 2020 until 25 April 2020.

In excel I use the following formula to create a new column.

•YES(@O:O-";""; SI(DIA(@O:O)<26; DATE(YEAR(@O:O); MONTH(@O:O);1); DATE(YEAR(@O:O); MONTH(@O:O)+1;1)))

Where "O:O" it's the column that has the dates.

Which simpler options I can use in power BI to have Billing PERIODS.

I am very grateful for the suggestions.

  • v-zhenbw-msft's avatar
    v-zhenbw-msft
    6 years ago

    Hi Bosh ,

     

    We can create a calculate column to meet your requirement.

     

    Column = 
var _month =MONTH('Table'[Date])
var _next_month = _month + 1
var _current_date = DATE(YEAR('Table'[Date]),_month,26)
var _next_date = DATE(YEAR('Table'[Date]),_next_month,25)
var _format1 = FORMAT(_next_date,"mmm")&" "&YEAR('Table'[Date])
var _format2 = FORMAT(_current_date,"mmm")&" "&YEAR('Table'[Date])
return
IF('Table'[Date]<_next_date && 'Table'[Date]>=_current_date,_format1,_format2)

     

     

    If it doesn’t meet your requirement, could you please show the exact expected result based on the pbix that we have shared?

     

    Best regards,

     

    Community Support Team _ zhenbw

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

     

    BTW, pbix as attached.

4 Replies

  • Greg_Deckler's avatar
    Greg_Deckler
    Community Champion
    6 years ago

    Bosh - Those same functions are in DAX, MONTH, DATE, YEAR, etc. I would probably create a custom column in a date table where you would calculate the billing period for the dates. You could then use that in a slicer.

  • v-zhenbw-msft's avatar
    v-zhenbw-msft
    Community Support
    6 years ago

    Hi Bosh ,

     

    We can create a calculate column to meet your requirement.

     

    Column = 
var _month =MONTH('Table'[Date])
var _next_month = _month + 1
var _current_date = DATE(YEAR('Table'[Date]),_month,26)
var _next_date = DATE(YEAR('Table'[Date]),_next_month,25)
var _format1 = FORMAT(_next_date,"mmm")&" "&YEAR('Table'[Date])
var _format2 = FORMAT(_current_date,"mmm")&" "&YEAR('Table'[Date])
return
IF('Table'[Date]<_next_date && 'Table'[Date]>=_current_date,_format1,_format2)

     

     

    If it doesn’t meet your requirement, could you please show the exact expected result based on the pbix that we have shared?

     

    Best regards,

     

    Community Support Team _ zhenbw

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

     

    BTW, pbix as attached.

    • kayafueya's avatar
      kayafueya
      Regular Visitor
      5 years ago

      Hello Bosh , thank you for posting this, this helped me also. 


      v-zhenbw-msft Thank you for your solution. Just additional inquiry, would it be possible to make it as a DATE format and not as TEXT? But still the same "mmm YYYY"? Thank you so much!

  • Bosh's avatar
    Bosh
    New Member
    6 years ago

    Thank you very much for your input.

    I got the expected result, using the following formulas:

    PERIODO = if(day(Tabla1[Date])<26, DATE(YEAR(Tabla1[Date]), MONTH(Tabla1[Date]), 1), DATE(YEAR(Tabla1[Date]), MONTH(Tabla1[Date])+1, 1))