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IvanS
Helper V
Helper V

Future Monthly Recurring billing

Hey guys,

 

I got request to calculate billing amounts of our customers based on the monthly payments. Please check example table:

 

Customer NameMonthly AmountPayment Start datePayment End date
AAA1001.1.2023(blank)
BBB1501.3.202331.7.2023
CCC3001.8.202331.3.2024
DDD5015.9.2023 (future date)(blank)

 

The result should be following table (it can be measure or calculated table - no preference). I do not prefer Power Query (due to lack of knowledge and issue with maintenance of calculation). It must calculate the monthly billing amounts from the year of Payment Start date until the end of next calendar year (current year +1). Payment end date can be blank which means not defined payment interval.

 

MonthBilled amount
January 2023100 /* new customer AAA, calculation starting from the year of first payment start date */
February 2023100
March 2023250 (100+150) /* new customer BBB */
April 2023250 (100+150)
May 2023250 (100+150)
June 2023250 (100+150)
July 2023250 (100+150) /* expiration of customer BBB */
August 2023400 (100+300) /* new customer CCC */
September 2023450 (100+300+50) /* new customer DDD */
October 2023450 (100+300+50)
November 2023450 (100+300+50)
December 2023450 (100+300+50)

January 2024

450 (100+300+50)
February 2024450 (100+300+50)
March 2024450 (100+300+50) /* expiration of customer CCC */
April 2024150 (100+50) /* only customer AAA and DDD */
..... 
December 2024150 (100+50) /* end of next calendar year */

 

Hope it is clear from the desired table. 

 

Thank you for any help!

IvanS

1 ACCEPTED SOLUTION
ThxAlot
Super User
Super User

MONTHLT PMT.pbix

 

ThxAlot_0-1692371066496.png



Expertise = List.Accumulate(


        {Days as from Today},


        {Skills and Knowledge},


        (Current, Everyday) => Current & Day.LeanAndPractise(Everyday)


)



View solution in original post

3 REPLIES 3
Tejaswini_India
New Member

Could you guys elaborate on the values of Dates table that invloved in this solution.

 

Thank You

ThxAlot
Super User
Super User

MONTHLT PMT.pbix

 

ThxAlot_0-1692371066496.png



Expertise = List.Accumulate(


        {Days as from Today},


        {Skills and Knowledge},


        (Current, Everyday) => Current & Day.LeanAndPractise(Everyday)


)



Thank you @ThxAlot  - this works brilliantly! Really appreciate your help and prompt response!

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