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Helper III

## Defer savings, allocate to 2 fiscal years

Hi experts,

Im trying to build a dax formula to allocate savings in two fiscal years, taking into account the starting date of the implementation.

For example: Description 1, the total amount of the saving is 145 K€. As the fiscal year is from 30/06 to 31/07, and the starting date is 31/01/2020, i would like to allocate the total amount in FY21 & FY22 based on the days elapsed in each fiscal year.

To make my question clearer, im attaching a screanshot of the structure of the tables and the desired output.

Thank you!!

3 REPLIES 3
Super User

Please provide sanitized sample data that fully covers your issue. If you paste the data into a table in your post or use one of the file services it will be easier to work with. Please show the expected outcome.

Helper III

thanks @lbendlin and sorry for not being clearer in the first post.

I am attaching the excel file with my explained calculations and the pibx file in case it helps.

https://www.dropbox.com/s/lj3y90ajawboldf/Example.pbix?dl=0

https://www.dropbox.com/scl/fi/syvzfmekkio35wqv1bvqq/Example.xlsx?dl=0&rlkey=uy25mukeshtzt1j4b7snjv9...

Super User

Thank you for providing the sample data. Couple of comments:

- Your calendar table is extremely heavy (way too many columns) yet it does not over the required date range

- your FY18 has 366 days, but your FY19 has 365 days.  Please show me the deferment formula for Description1 (or confirm you want to use a 365 proxy)

- Is it possible that values would stretch over more than two years?  If yes, please include in your sample data.

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