Forum Discussion
Distributing values between start and end date
Hi everyone,
I'd like to evenly distribute values on a chart by month between the start and end date. I have a date table as well. Wondering if this is something that DAX can help with?
Thank you in advance
5 Replies
- amitchandakSuper User
- JK-1Helper II
Thank you for the insight here (on old query, with file example).
I have used the measure;
Measure_Paid = CALCULATE(SUMX(SUMMARIZE(filter(CROSSJOIN(PaidData,DatePAY),DatePAY[Date] >= PaidData[From] && DatePAY[Date] <= PaidData[To]),PaidData[ID],DatePAY[Date],PaidData[Amount],PaidData[From],PaidData[To]),DIVIDE(PaidData[Amount],DATEDIFF(PaidData[From],PaidData[To],DAY)+1)))
but am experiencing a problem when there is a credit and replacement payment. So in 2024 within the PaidData I have 3 transactions:01/01/2024-31/12/2024 £1000
01/01/2024-31/12/2024 £-1000
01/01/2024-31/12/2024 £1000The above seems to be ignoring one of the positives. It continues to show a net return of £0 paid for 2024. X-axis graph
Tried to adapt measure but can't quite reach a valid execution. Have checked existing totals (new visualizations table) and using Sum in the build visual column dropdown it shows £1000 for the period, flick to Don't summarize it returns the £1000 and £-1000 as 2 entries, giving me £0 overall, but not the third line and final £1000.Any tips gratefully received. At present this representation throws out £1000 as potentially outstanding with the SUMX(SUMMARIZE --what options would be available to tailor it for inclusion? {Sorry - newbie here}
- Ashish_MathurSuper User
Hi,
Share some data to work with and show the expected result. Share data in a format that can be pasted in an MS Excel file. Please also explain the question.
- JK-1Helper II
I have the below (copied) as 'PaidData' table, with a further -[DatePAY] calendarauto() date table- using the Measure mentioned above within PowerBI. Using the graphs, stacked or lined, for 2024 the total value being reported is £0, and for 2025 £1500. The graph utilises the X and Y axis with just a
YEAR(DatePAY[Date]) in the DatePAY calendar to show the associated year. So all in DAXFor 2024 the actual sum would be £1000 overall. But using the Measure it seems to have disregarded one of the 3 and can't tell what needs tweaked in the Measure. As I can only see £0 for 2024 this visually charts an untrue gap, versus what has been paid for 2024. So am trying to work out how the Measure can be improved, SUMX(SUMMARIZE -the filter would have the same ID but I don't know why its not totalling correctly. Thank you
'PaidData'
ID From To Amount Paid 10012 01/01/2024 31/12/2024 1000 20/12/2023 10012 01/01/2024 31/12/2024 -1000 03/01/2024 10012 01/01/2024 31/12/2024 1000 05/01/2024 10012 01/01/2025 31/12/2025 1500 19/12/2024