Cumulative total between two dates in monthly allocation

[Mich_J]

Hello, I m trying to figure out formula to display monthly total between two dates for one record. Data sample:

CUSTOMER	START DATE	END DATE	MONTHLY GP
99555	27/01/2020	27/04/2020	10
99778	09/01/2020	27/08/2020	20
99816	01/04/2020	27/10/2020	15
7111	15/04/2020	27/10/2020	10
7147	10/04/2020	31/12/2020	15
715	01/04/2020	27/08/2020	30

Result should be

CUSTOMER	START DATE	END DATE	MONTHLY GP	2020-01	2020-02	2020-03	2020-04	2020-05	2020-06	2020-07	2020-08	2020-09	2020-10	2020-11	2020-12
99555	27/01/2020	27/04/2020	10	10	10	10	10
99778	09/01/2020	27/08/2020	20	20	20	20	20	20	20	20	20
99816	01/04/2020	27/10/2020	15				15	15	15	15	15	15	15
7111	15/04/2020	27/10/2020	10				10	10	10	10	10	10	10
7147	10/04/2020	31/12/2020	15				15	15	15	15	15	15	15	15	15
715	01/04/2020	27/08/2020	30				30	30	30	30	30

Ideally it would be 

CumulativeBetweenDates:=TOTALYTD(SUM(Opportunity[BaseYear_MonthAGP]),
'Calendar'[Day],USERELATIONSHIP([START DATE],'Calendar'[Day]),[END DATE]])

Unfortunatelly last parameter is a string and can't be used in this manner. 

This would be run on SSAS threfore some limitations are in place(Direct Query, VAR not available)

Pointing to right direction would be appriciated

Thanks in advance 

Michal

[v-alq-msft]

Hi, @Mich_J 

Based on your description, I created data to reproduce your scenario. The pbix file is attached in the end.

Table:

Calendar(a calculated table):

Calendar = CALENDARAUTO()

There is no relationship between two tables. You may create three calculated columns and a measure as below.

Calculated column:
Year-Month = VALUE(FORMAT('Calendar'[Date],"yyyymm"))
StartYearMonth = VALUE(FORMAT('Table'[START DATE],"yyyymm"))
EndYearMonth = VALUE(FORMAT('Table'[END DATE],"yyyymm"))

Measure:
Result = 
var _cYearMonth = SELECTEDVALUE('Calendar'[Year-Month])
var _startYearMonth = SELECTEDVALUE('Table'[StartYearMonth])
var _endYearMonth = SELECTEDVALUE('Table'[EndYearMonth])
return 
IF(
    _cYearMonth>=_startYearMonth&&_cYearMonth<=_endYearMonth,
    SUM('Table'[MONTHLY GP])
)

Result:

Best Regards

Allan

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

[Mich_J · Accepted solution]

Hello @v-alq-msft  and @amitchandak ,

Thanks for your support on this. Unfortunately both of the solutions did not solve calculation in SSAS environment but taking under consideration both comments and advice from local guru I came to above which did allocate GP across months.   

CumulativeBetweenDates:=CALCULATE(
	SUM(Customer[DAY_AGP]),
	FILTER(CALCULATETABLE(Customer,ALL('Calendar')),
		Customer[START_DATE] <=MAX('Calendar'[Day])&&
		Customer[END_DATE]>MIN('Calendar'[Day])
				))

[mussaenda]

Hi @Mich_J ,

thanks for sharing this. 

It solved my requirement.

[amitchandak]

@Mich_J , I did not get what you want to give the last parameter. You need to tell where year is going to end. In case it end at 12/31 no need for that. It is optional.

like

TOTALYTD(SUM(Opportunity[BaseYear_MonthAGP]),
'Calendar'[Day],USERELATIONSHIP([START DATE],'Calendar'[Day]),"12/31")

TOTALYTD(SUM(Opportunity[BaseYear_MonthAGP]),
'Calendar'[Day],USERELATIONSHIP([START DATE],'Calendar'[Day]),"3/31") // Year ending March

[Mich_J]

@amitchandak This has to be dynamic parameter and its different for each record to achieve total between two dates therefore above won’t work. It needs to be time intelligence calculation but I cant find any references on web. Most calculations would work to summarise for each month based on date in one column. Where in here I would like to present monthly cumulative between two dates.

[amitchandak]

@Mich_J , refer if this can help

https://community.powerbi.com/t5/Community-Blog/HR-Analytics-Active-Employee-Hire-and-Termination-tr...

Or this file this sum up days between dates

https://www.dropbox.com/s/bqbei7b8qbq5xez/leavebetweendates.pbix?dl=0

[Mich_J]

@amitchandak I will try to evaluate your solution futher but taking my requirement and your example you would like to show 

Employee	Start	End	2020-1	2020-2	2020-3	2020-4	2020-5	2020-6	2020-7
A	03/03/2020	03/05/2020	0	0	1	1	1	0	0
B	10/02/2020	04/04/2020	0	1	1	1	0	0	0

Will your calculations cover this view?