Create dynamic graph and table based on a specific date

[alfonsoalmada2]

Hi Power BI guys,

Currently, I've been looking for an option to create a graph and a table based on specific date. 

The only data we have is a products' groups , products, a budget and a date such is in the future. 
Let's say: 

Group	Product	Budget	Lead date
GROUP1	PRODUCT1	100	1/1/2024
GROUP1	PRODUCT2	60	1/1/2025
GROUP1	PRODUCT3	120	5/1/2023
GROUP1	PRODUCT4	20	4/1/2024
GROUP1	PRODUCT5	10	5/1/2024
GROUP2	PRODUCT1	100	1/1/2024
GROUP2	PRODUCT2	60	1/1/2025
GROUP2	PRODUCT3	120	5/1/2023
GROUP2	PRODUCT4	20	4/1/2024
GROUP2	PRODUCT5	10	5/1/2024

We are trying to build a table of how the budget decress a cross of the time based on the lead date.

To get how much will the product decress, we get the time difference in months from today to lead date...

Example:

Supossing that the current date is 8/1/2023 and the lead date is 1/1/2024 there is 4 months of difference and then dividing the budged / 4 

So regarding with the table and the chart, we are trying to create a table like this: 

GROUP	PRODUCT	Time left Months	AUGUST 2023	SEPTEMBER 2023	OCTOBER 2023	NOVEMBER 2023	DECEMBER 2023	JANUARY 2024	FEBRARY 2024	MARCH 2024
GROUP1	PRODUCT1	4	120	90	60	30	0	0	0	0
GROUP1	PRODUCT2	16	60	52.5	48.75	45	41.25	37.5	33.75	30

 And the graph, basically a bar chart dividing in months by group x month.

My current conclusion is that I'd be better if a create data, but I wanted to know if there is any way to do it by dax (this will be publish as a project in Power BI Service...) 

BTW, we have a calendar that we can use it, but currently I could not find any way to create a relation or use it 
Any suggestion?

Thanks!

[amitchandak · Accepted solution]

@alfonsoalmada2 . Create a parameter and use that for minth you want Create a end date measure

end Date = eomonth(Max([Lead Date]), [Param measure])

The apply this approch,

Measure way
Power BI Dax Measure- Allocate data between Range: https://youtu.be/O653vwLTUzM

You measure would be like

Sumx(filter (Table, Table[Lead Date]<= Max(date[Date]) && [end Date]>= Max(Date[Date])), divide([Budget],[Param measure]) )

You can use  4 in place of Param measure

Create an independent/disconnected date table

Date == Addcolumns(calendar(date(2012,01,01), date(2024,12,31) ), "Month no" , month([date])
, "Year", year([date])
, "Month Year", format([date],"mmm-yyyy")
, "Month year sort", year([date])*100 + month([date])
, "Qtr Year", format([date],"yyyy-\QQ")
, "Qtr", quarter([date])
, "Month",FORMAT([Date],"mmmm")
, "Month sort", month([DAte])
, "FY Year", if( Month(([DAte])) <7 , year(([DAte]))-1 ,year(([DAte])))
, "Is Today" ,if([Date]=TODAY(),"Today",[Date]&"")
,"Day of Year" , datediff(date(year([DAte]),1,1), [Date], day)+1
, "Month Type", Switch( True(),
eomonth([Date],0) = eomonth(Today(),-1),"Last Month" ,
eomonth([Date],0)= eomonth(Today(),0),"This Month" ,
Format([Date],"MMM-YYYY") )
,"Year Type" , Switch( True(),
year([Date])= year(Today()),"This Year" ,
year([Date])= year(Today())-1,"Last Year" ,
Format([Date],"YYYY")
)
)