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JuanDtM23
Helper II
Helper II

Formula de excel a Power BI

Best regards!

I hope you can help me.

I have the following information:

DateAccumulated RevenueRevenue projection t+1
one-19$ 118.325.626.888,57$ 114.731.021.865,40
feb-19$ 242.114.159.245,70$ 119.465.068.991,54
mar-19$ 366.677.886.888,76$ 132.620.516.974,27
Apr-19$ 503.161.709.920,51$ 131.008.119.879,19
may-19$ 648.250.033.859,78$ 130.529.858.630,79
Jun-19$ 791.795.000.803,46$ 130.641.679.368,39
jul-19$ 935.485.119.962,16$ 133.541.603.731,00
ago-19$ 1.088.452.186.875,16$ 141.016.852.091,76
sep-19$ 1.236.647.726.814,08$ 141.130.823.228,16
oct-19$ 1.382.518.537.906,08$ 148.986.636.006,17
nov-19$ 1.531.111.853.469,08$ 149.123.894.461,00
dic-19$ 1.686.234.563.500,03$ 151.025.590.441,80
one-20$ 150.469.999.295,95$ 153.119.857.389,81
feb-20$ 315.349.160.179,12$ 165.074.258.734,52
mar-20$ 491.450.969.659,68$ 172.088.543.017,20
Apr-20$ 675.930.702.288,32$ 170.951.207.433,98
may-20$ 862.716.526.862,75$ 173.349.605.293,28
Jun-20$ 1.043.420.935.089,42$ 173.299.716.981,05
jul-20$ 1.221.212.172.146,13$ 171.499.871.814,00
ago-20$ 1.396.300.415.442,84$ 169.341.044.227,01
sep-20$ 1.572.011.000.432,55$ 169.708.397.776,76

I proceed to explain each variable:

  • Accumulated Revenue: As the name implies, it corresponds to the cumulative value of monthly cut income and is reset in January of each year, i.e. once January arrives, the revenue corresponds to the monthly net without taking values from the previous month (December).
  • Revenue projection t+1: Corresponds to the estimated amount of money to be received within the following month, i.e. the value in this column during the month of January, corresponds to the monthly net income that is planned to be received in February.

The intention is to calculate a new variable called "Projected Accumulated Income" in order to generate a line chart and buy the accumulated revenue vs the projected accumulated income. excel would look like this:

  • For the "January" months it would be this way.

    Pregunta Proyección Ingresos_1.jpg

  • For the other months it would be like this:

Pregunta Proyección Ingresos_2.jpg

Any idea how I can do this in power BI ?

Thank you very much in advance.

1 ACCEPTED SOLUTION
V-lianl-msft
Community Support
Community Support

Hi @JuanDtM23 ,

 

First, you need to split year and month in number format in the query editor.

Then create measure like this:

Measure = 
 var current_month = MAX('Table'[Month])
 var current_year = MAX('Table'[Year])
var no_month_1 =  CALCULATE(SUM('Table'[Accumulated Revenue])+SUM('Table'[Revenue projection t+1]),FILTER(ALL('Table'),'Table'[Year]=current_year&&'Table'[Month]=current_month-1))
return IF(current_month=1,SUM('Table'[Revenue projection t+1]),no_month_1)

V-lianl-msft_0-1610611254020.png

Sample .pbix

 

Best Regards,
Liang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

2 REPLIES 2
V-lianl-msft
Community Support
Community Support

Hi @JuanDtM23 ,

 

First, you need to split year and month in number format in the query editor.

Then create measure like this:

Measure = 
 var current_month = MAX('Table'[Month])
 var current_year = MAX('Table'[Year])
var no_month_1 =  CALCULATE(SUM('Table'[Accumulated Revenue])+SUM('Table'[Revenue projection t+1]),FILTER(ALL('Table'),'Table'[Year]=current_year&&'Table'[Month]=current_month-1))
return IF(current_month=1,SUM('Table'[Revenue projection t+1]),no_month_1)

V-lianl-msft_0-1610611254020.png

Sample .pbix

 

Best Regards,
Liang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Hi @V-lianl-msft.

 

Thank you so much! it worked perfectly!

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