Hi! I need to recognize the Charge Amount in Appropriate month evenly throughout the year.
Here is an example of the raw data:
| RIS & RAL Annual Bill + RIS Monthly | | | |
| BL_DT | BL_CHRG_AMT | Month Start Date | Month End Date | BL_TYP_TXT |
| 01/20/2020 | 1000 | 01/01/2020 | 01/31/2020 | Monthly |
| 02/27/2020 | 1000 | 02/01/2020 | 02/29/2020 | Monthly |
| 03/31/2020 | 1000 | 03/01/2020 | 03/31/2020 | Monthly |
| 04/30/2020 | 500 | 04/01/2020 | 04/30/2020 | Monthly |
| 05/28/2020 | 500 | 05/01/2020 | 05/31/2020 | Monthly |
So far I have been able to calculate the red amounts with the following expression:
| | Jan | Feb | Mar | Apr | May |
| 01/20/2020 | 83.33 | 83.33 | 83.33 | 83.33 | 83.33 |
| 02/27/2020 | | 166.67 | 83.33 | 83.33 | 83.33 |
| 03/31/2020 | | | 250.00 | 83.33 | 83.33 |
| 04/30/2020 | | | | 166.67 | 41.67 |
| 05/28/2020 | | | | | 208.33 |
| | | | | | |
RIS Monthly Arrival = sumx(FILTER('RIS & RAL Annual Bill + RIS Monthly', 'RIS & RAL Annual Bill + RIS Monthly'[BL_DT] >= 'RIS & RAL Annual Bill + RIS Monthly'[Month Start Date] && 'RIS & RAL Annual Bill + RIS Monthly'[BL_DT] <= 'RIS & RAL Annual Bill + RIS Monthly'[Month End date] && 'RIS & RAL Annual Bill + RIS Monthly'[BL_TYP_TXT] <> "Annual"), 'RIS & RAL Annual Bill + RIS Monthly'[BL_CHRG_AMT]*(month('RIS & RAL Annual Bill + RIS Monthly'[BL_DT])/12))
I cant figure out the black values with DAX (the amounts presented are what it should come out to, calculated in excel).
I tried this expression but it comes up blank. I think the issue is the bolded portion:
RIS Monthly Deferred = sumx(FILTER('RIS & RAL Annual Bill + RIS Monthly', 'RIS & RAL Annual Bill + RIS Monthly'[BL_DT] < Month( 'RIS & RAL Annual Bill + RIS Monthly'[Month Start Date]) && 'RIS & RAL Annual Bill + RIS Monthly'[BL_TYP_TXT] <> "Annual" && YEAR('RIS & RAL Annual Bill + RIS Monthly'[BL_DT])=YEAR('RIS & RAL Annual Bill + RIS Monthly'[Month Start Date])), 'RIS & RAL Annual Bill + RIS Monthly'[BL_CHRG_AMT]*(1/12))
Thank you in advance!
