Expense Forecasting From Static Excel Sheet

Hello gregmhoffmann

Please check if this query does what you want

Table =
SELECTCOLUMNS (
    GENERATE (
        Expenses,
        VAR __DayofMonth = Expenses[Due Date (Day of Mo)]
        VAR __StartDate = Expenses[Start Due Date]
        VAR __Frequency = Expenses[Frequency (in Mo)]
        VAR SameMonthDueDate =
            DATE ( YEAR ( __StartDate ), MONTH ( __StartDate ), __DayofMonth )
        VAR NextMonthDueDate =
            EDATE ( SameMonthDueDate, 1 )
        VAR FirstDueDate =
            IF ( SameMonthDueDate <= __StartDate, NextMonthDueDate, SameMonthDueDate )
        VAR NumberOfPeriods =
            ROUNDUP (
                DATEDIFF ( __StartDate, EDATE ( TODAY (), 12 ), MONTH ) / __Frequency,
                0
            )
        RETURN
            ADDCOLUMNS (
                GENERATESERIES ( 1, NumberOfPeriods ),
                "Test", EDATE ( FirstDueDate, ( [Value] - 1 ) * __Frequency )
            )
    ),
    "Expense", [Expense],
    "Payment Amount", [Payment Amount],
    "Date", [Test]
)