Expand payment info in several rows

[Anonymous]

Hi,

I need a data model just like this:

Table 1

ClientID	Start	End	DurationMonths	Monthly $	Total $
50001	18/12/2018	18/11/2019	11	$529.183	$5.821.012
50007	28/06/2018	17/12/2018	6	$144.303	$865.819
50015	28/06/2018	17/12/2018	6	$296.516	$1.779.095
50018	07/12/2018	07/01/2019	1	$30.000	$30.000
50024	28/03/2018	17/12/2018	9	$108.755	$978.794
50029	07/12/2018	07/01/2019	1	$100.000	$100.000
50033	18/12/2018	18/11/2019	11	$74.020	$814.217
50069	07/12/2018	07/01/2019	1	$100.000	$100.000

In the first row in the Table 1 (above) I have a contract with 11 duration months where I received $529.183 monthly. I need to expand that 11 payments for the next 11 months in a new table in Power BI. Something like this:

Table 2

ClientID	Start	End	#	Payment Received	DurationMonths	Monthly $	Total $
50001	18/12/2018	18/11/2019	1	18/12/2018	11	$529.183	$5.821.012
50001	18/12/2018	18/11/2019	2	18/01/2019	11	$529.183	$5.821.012
50001	18/12/2018	18/11/2019	3	18/02/2019	11	$529.183	$5.821.012
50001	18/12/2018	18/11/2019	4	18/03/2019	11	$529.183	$5.821.012
50001	18/12/2018	18/11/2019	5	18/04/2019	11	$529.183	$5.821.012
50001	18/12/2018	18/11/2019	6	18/05/2019	11	$529.183	$5.821.012
50001	18/12/2018	18/11/2019	7	18/06/2019	11	$529.183	$5.821.012
50001	18/12/2018	18/11/2019	8	18/07/2019	11	$529.183	$5.821.012
50001	18/12/2018	18/11/2019	9	18/08/2019	11	$529.183	$5.821.012
50001	18/12/2018	18/11/2019	10	18/09/2019	11	$529.183	$5.821.012
50001	18/12/2018	18/11/2019	11	18/10/2019	11	$529.183	$5.821.012
50007	28/06/2018	17/12/2018	1	28/06/2018	6	$144.303	$865.819
50007	28/06/2018	17/12/2018	2	28/07/2018	6	$144.303	$865.819
50007	28/06/2018	17/12/2018	3	28/08/2018	6	$144.303	$865.819
50007	28/06/2018	17/12/2018	4	28/09/2018	6	$144.303	$865.819
50007	28/06/2018	17/12/2018	5	28/10/2018	6	$144.303	$865.819
50007	28/06/2018	17/12/2018	6	28/11/2018	6	$144.303	$865.819

How can I do that directly in Power BI?

Thanks!

[mahoneypat · Accepted solution]

Here is one way to do it.  Please see M code below that transforms your example data into the desired result.  To see how it works, just create a blank query, go to Advanced Editor, and replace the text there with the M code below.

let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("nZBLDsQgDEPvgrqsUid8kpyl6v2vUaCU6WKkjmZnA8+22PeQAXBYA9vGsgnYhuFmvJl2vWRxYotdkgkTWMKxXgFaj8U2lBmgj7TSIE6JIjpvpSbU6EFzfqfFC2W+gkjVCZ4n317hiVSDz/wGRVCd+VCDlTS649du74Uw0txGLq5Vepq0vzczZvUtBx3jD9+uiSCdNk4krDdd/uw+Tg==", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [ClientID = _t, Start = _t, End = _t, DurationMonths = _t, #"Monthly $" = _t, #"Total $" = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"ClientID", Int64.Type}, {"Start", type text}, {"End", type text}, {"DurationMonths", Int64.Type}, {"Monthly $", Currency.Type}, {"Total $", type text}}),
    #"Changed Type with Locale" = Table.TransformColumnTypes(#"Changed Type", {{"Start", type date}}, "en-150"),
    #"Added Custom" = Table.AddColumn(#"Changed Type with Locale", "Payment Received", each let startdate = [Start] in List.Transform({1..[DurationMonths]}, each Date.AddMonths(startdate, _))),
    #"Expanded DateList" = Table.ExpandListColumn(#"Added Custom", "Payment Received"),
    #"Changed Type1" = Table.TransformColumnTypes(#"Expanded DateList",{{"Payment Received", type date}})
in
    #"Changed Type1"

Note that I needed a Change Date with locale step since i am in a different locale as you.  You probably won't need that step.

If this works for you, please mark it as the solution.  Kudos are appreciated too.  Please let me know if not.

Regards,

Pat

[Anonymous]

@mahoneypat , this is exactly what I need! Thank you!