Creating a Dynamic Dates Table for a Cash Flow Model In Power BI

[js-2017]

I am trying to recreate my excel based Monthly Cash Flow model in Power BI. I am having trouble creating the correct number of records when creating my dynamic dates table. When I hard code in a value (64), it shows the correct number of values for dates; however, when I use a measure (measure should also return 64), I only return 1 value. The measure is calculated within a separate 'Measures Table'.

Here is excel table I am attempting to recreate:

This is my formula when I hard code in 64:

DateRange =

VAR MinDate = MIN(PurchaseDates[Date])

// VAR InvestmentPeriod = [Investment Period] -- Convert measure into a column for EDATE() calculation

VAR MaxDate = EDATE(MinDate, 64)

RETURN

ADDCOLUMNS (

    CALENDAR (MinDate, MaxDate),

    "M-YYYY", MONTH([Date]) & "-" & YEAR([Date]),

    "Month", MONTH([Date]),

    "Year", YEAR([Date]),

    "MonthEnding", EOMONTH([Date], 0),

    "CustomMonthYear",

        VAR MonthsElapsed = DATEDIFF(MinDate, [Date], MONTH)

        VAR CustomMonth = MonthsElapsed

        VAR CustomYear = IF(MOD(MonthsElapsed, 12) = 0, INT(MonthsElapsed / 12), INT(MonthsElapsed / 12) + 1)

        RETURN

        "Year: " & CustomYear & UNICHAR(10) & "Month: " & CustomMonth

)

This is the formula when using the measures:

DateRange =

VAR MinDate = MIN(PurchaseDates[Date])

VAR InvestmentPeriod = [Investment Period] -- Convert measure into a column for EDATE() calculation

VAR MaxDate = EDATE(MinDate, InvestmentPeriod)

RETURN

ADDCOLUMNS (

    CALENDAR (MinDate, MaxDate),

    "M-YYYY", MONTH([Date]) & "-" & YEAR([Date]),

    "Month", MONTH([Date]),

    "Year", YEAR([Date]),

    "MonthEnding", EOMONTH([Date], 0),

    "CustomMonthYear",

        VAR MonthsElapsed = DATEDIFF(MinDate, [Date], MONTH)

        VAR CustomMonth = MonthsElapsed

        VAR CustomYear = IF(MOD(MonthsElapsed, 12) = 0, INT(MonthsElapsed / 12), INT(MonthsElapsed / 12) + 1)

        RETURN

        "Year: " & CustomYear & UNICHAR(10) & "Month: " & CustomMonth

)

[Anonymous]

Hi @js-2017 ,
According to your description, when we use column, we are doing a calculation for the whole table. If you use measure, it will be affected by the context, in your expression, mindate will always select only the initial data, it can not select the smallest data in the whole table, you can try to add all function in front of the table to clear the current filtering.

Best regards,
Albert He

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

[Greg_Deckler]

@js-2017 Sorry, having trouble following, can you post sample data as text and expected output?
Not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882

Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.