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Daniel_D's avatar
Daniel_D
Regular Visitor
4 years ago
Solved

Create rows based on date values

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 sta...
Need Help
  • Ashish_Mathur's avatar
    Ashish_Mathur
    4 years ago

    Hi,

    You may download my PBI file from here.

    Hope this helps.

ryan_mayu's avatar
ryan_mayu
Super User
4 years ago

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's avatar
Daniel_D
Regular Visitor
4 years ago

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

  • ryan_mayu's avatar
    ryan_mayu
    Super User
    4 years ago

    you are welcome