Forum Discussion

codyraptor's avatar
codyraptor
Resolver I
7 years ago
Solved

Deferred Revenue Model 12 months

I am struggeling on this one.  I'm trying to defer revenue for 12 months. Example: Sale Date = Jan 17 Revenue = 1200 Defer results: Jan = 100 Feb = 100 Mar = 100 etc.....   It should only de...
Need Help
  • codyraptor's avatar
    codyraptor
    7 years ago

    I figured it out I think.  These results are giving me what I expected.

     

    Table = GENERATE(
    'Orig Table',
    FILTER(
    CALENDAR(MIN('Orig Table'[Sales Date]),MAX('Orig Table'[Deferred Sales Date]))
    ,[Date]>=[Sales Date] && [Date] <= [Deferred Sales Date].[Date] && DAY([Date])=1))

    This gets the data to only look at the 1st day of the month in the calendar between the dates you've generated.  

Anonymous's avatar
Anonymous
Not applicable
7 years ago

codyraptor,

Create the following columns in your table. Change data type of Start Date to Date.

Start Date = Table[Sale Date]
End date = DATE(YEAR(Table[Start Date]),MONTH(Table[Start Date])+11,DAY(Table[Start Date]))


Create a new table using DAX below.

Tablenew = 
SELECTCOLUMNS(
    GENERATE(
            'Table2',
            FILTER(
                CALENDAR(MIN('Table'[Start Date]),MAX('Table'[End date]))
                ,[Date]>=[Start Date] && [Date] <= [End date]
            )
       ),"SaleID",Table[Sale Date],"Date",[Date],"Revenue",[Revenue]/12)


Create a month column and REVENUE1 measure in the new table. For more details, please check attached PBIX file.

Month = FORMAT(Tablenew[Date],"YYYY-MMM")
REVENUE1 = MAX(Tablenew[Revenue])



Regards,
Lydia

  • codyraptor's avatar
    codyraptor
    Resolver I
    7 years ago

    I have tried to implement your suggestion, but I keep getting a 'not enough memory to complete this operation' error.  Any suggestions?  My dataset is about 3 years worth of data...

  • codyraptor's avatar
    codyraptor
    Resolver I
    7 years ago

    I was able to get the table to work.  However, it does not seem to calculate properly when you have more dimensions.

     

    Another words...I need to pull revenue over..but be able to slice it by State, Company, Channel, etc....   Pulling the 'Max' value doesn't seem to allow it to be dynamic.

     

    Any suggestions???

    Anonymous 
    • Anonymous's avatar
      Anonymous
      Not applicable
      7 years ago

      codyraptor,

      You would need to bring the dimensions in the new table. Please share sample data of your table or your PBIX file here.

      Regards,
      Lydia

      • codyraptor's avatar
        codyraptor
        Resolver I
        7 years ago
        Anonymous wrote:

        codyraptor,

        You would need to bring the dimensions in the new table. Please share sample data of your table or your PBIX file here.

        Regards,
        Lydia

         

        Hey Lydia....I've added a dimension (Channel) to your model to show you want I mean.  The 1st issue is the total is not rolling up properly.  See in screenshot below...total is showing $50 for Jan...should be $100.  Taking the 'max' of the row is not allowing the amounts to be dynamic and sum up properly when adding dimensions.

         

         

         

         

         

         

         

         

         

         

        I've also added the PBIX file below in One Drive.

         

        https://1drv.ms/u/s!AkORWA1nfYaEfM7Zb8hA8299fnA