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kathod's avatar
kathod
Regular Visitor
7 years ago

Distributing multiple values over different time periods

Hello, I am working with contracts that have a total value and an end date. I want to spread the total value on each working day between today and the end date. So far I calculated the daily value ...
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Cmcmahan's avatar
Cmcmahan
Resident Rockstar
7 years ago

How is the first date determined? Is it just TODAY()?  It should be easier to get your result by just counting the working days between now and the end date and using that as a divisor.

 

Assuming you put this measure in a table split up by Contract No for context, something like this should work for both individual rows and the total. My apologies for not using the table/column names you provided, but my German is very poor.

Daily Amt =
SUMX (
    SUMMARIZE (
        Table1,
        Table1[Contract No],
        "Daily Total", DIVIDE (
            SUM ( [Total Value] ),
            CALCULATE (
                COUNTROWS ( 'Calendar' ),
                DATESBETWEEN ( 'Calendar'[Date], TODAY (), LASTDATE ( Table1[End Date] ) ),
                'Calendar'[IsWorkingDay] = 1
            )
        )
    ),
    [Daily Total]
)
  • kathod's avatar
    kathod
    Regular Visitor
    7 years ago

    Hello Cmcmahan,

    Thank you for your answer.

    If I got it right, the measure you provided calculates the expected daily revenue by dividing the total amount by working days.

    Maybe I am missing something in your post, but how can I distribute the expected daily revenue among the future working days? At the end I would like to see, that we can expect amount X during (rest of) August, amount Y during September, etc.

    Therefore I think it is necessary to distribute the expected daily revenue throughout the future days until the end date is reached. e.g. to calculate the amount for 22.08.2019 Power BI should add up all expected daily revenues with end date >= 22.08.2019.

     

    This is your measure with my data:

    Daily Amt = 
SUMX (
    SUMMARIZE (
        'offene Kontrakte_BI';
        'offene Kontrakte_BI'[Verkaufsb.];
        "Daily Total"; DIVIDE (
            SUM ( 'offene Kontrakte_BI'[Contracts EUR]);
            CALCULATE (
                COUNTROWS ( 'Calendar_working days_BI' );
                DATESBETWEEN ( 'Calendar_working days_BI'[Date]; TODAY (); LASTDATE ( 'offene Kontrakte_BI'[Gültig bis] ) );
                'Calendar_working days_BI'[WD] = 1
            )
        )
    );
    [Daily Total]
)

     

     
    This is the result as a graph:
    • Cmcmahan's avatar
      Cmcmahan
      Resident Rockstar
      7 years ago

      Would each day not have the same amount?  I think I'm missing something in what you're asking.

       

      From what I understand, you have $X as the contract amount.  I calculate Y working days between now and the contract end date.  I divide $X by Y days to find the amount per day.  If you want to figure out the total revenue for a month (let's say September), just multiply by Z working days in September. So $X/Y days * Z days would get you your total expected dollar amount for September.

       

      Otherwise, I may need you to explain the whole distribution of funds thing, since it seems like a very abstract concept right now.

      • kathod's avatar
        kathod
        Regular Visitor
        7 years ago

        Maybe I am thinking too complicated - I was planning to realise the distribution in a calculated column.

        Your suggestion seems to be a measure. I agree that  $X/Y days * Z days gives me the right amount, if X is valid for all days of Z.

        At this point I am struggling. How to tell Power BI to take only those daily values and multiply them by future working days, where the contract is still valid?