Create rows based on date values

[Daniel_D]

Trying to create a report from a CRM system to project coming revenue. Unfortunately the build in reporting is not made for subscription services. For each sales case we get one row with expected start date, number of months the project runs and monthly revenue;

deal_name	expected_start_date	monthly_value	months
Client 1	2021-09-01	10 000	3
Client 2	2021-11-01	13 000	4

We are only interested in the month the projects runs so we can assume expected start date is always the first day of the month

I would like to end up with a table like this:

deal_name	date	monthly_value
Client 1	2021-09-01	10 000
Client 1	2021-10-01	10 000
Client 1	2021-11-01	10 000
Client 2	2021-11-01	13 000
Client 2	2021-12-01	13 000
Client 2	2022-01-01	13 000
Client 2	2022-02-01	13 000

I´m a bit of a newbie to PowerBi so apprechiate all the help I can get. Thanks!

[Ashish_Mathur · Accepted solution]

Hi,

You may download my PBI file from here.

Hope this helps.

[Daniel_D]

Thank you so much Ashish! Worked perfect (just took me some time to adjust it to my full datamodel). Really apprechiate the help!

[Ashish_Mathur]

You are welcome.

[ryan_mayu]

@Daniel_D 

you can create two columns

Column = 
VAR _date=maxx(FILTER('Table','Table'[expected_start_date]<='Table (2)'[date]),'Table'[expected_start_date])
return maxx(FILTER('Table','Table'[expected_start_date]=_date),'Table'[deal_name])

Column2 = 
VAR _date=maxx(FILTER('Table','Table'[expected_start_date]<='Table (2)'[date]),'Table'[expected_start_date])
return maxx(FILTER('Table','Table'[expected_start_date]=_date),'Table'[monthly_value])

pls see the attachment below.

I am curious why 11/1 is not client 2 and 13000?

[Daniel_D]

Thanks for the support! I found a solution that worked i bit better for me this time, but really apprechiate the support!

[ryan_mayu]

you are welcome