Generating table from exiting table

[soniajs]

Hi

I have a dataset like the below one:

Accounting Month	Name	Service	Sales
01-08-2020	Amit	IT	1000
01-01-2021	Saranya	Call Center	4000

I need to generate the table with  projected numbers for Sales till the financial year end and the resulted table should like the below one.

Accounting Month	Name	Service	Sales
01-08-2020	Amit	IT	1000
01-09-2020	Amit	IT	1000
01-10-2020	Amit	IT	1000
01-11-2020	Amit	IT	1000
01-12-2020	Amit	IT	1000
01-01-2021	Amit	IT	1000
01-02-2021	Amit	IT	1000
01-03-2021	Amit	IT	1000
01-01-2021	Saranya	Call Center	4000
01-02-2021	Saranya	Call Center	4000
01-03-2021	Saranya	Call Center	4000

Is this possible in power BI? 

[FrankAT · Accepted solution]

Hi @soniajs 

with your dataset and your explanation - end of fiscal year is march - I get the following result with M-Code:

// Table
let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WMjDUNbDQNTIwMlDSUXLMzSwBUp4hQMLQwMBAKVYHosISpiI4sSgxrzIRyHJOzMlRcE7NK0ktAvJMwKpjAQ==", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [#"Accounting Month" = _t, Name = _t, Service = _t, Sales = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"Accounting Month", type date}, {"Name", type text}, {"Service", type text}, {"Sales", Int64.Type}}),
    #"Inserted End of Year" = Table.AddColumn(#"Changed Type", "End of Year", each if Date.Month([Accounting Month]) > 3 then #date(Date.Year([Accounting Month]) + 1,3,1) else #date(Date.Year([Accounting Month]),3,1), type date),
    #"Added Custom" = Table.AddColumn(#"Inserted End of Year", "Custom", each {Number.From([Accounting Month])..Number.From([End of Year])}),
    #"Expanded Custom" = Table.ExpandListColumn(#"Added Custom", "Custom"),
    #"Changed Type1" = Table.TransformColumnTypes(#"Expanded Custom",{{"Custom", type date}}),
    #"Filtered Rows" = Table.SelectRows(#"Changed Type1", each (Date.Day([Custom])= 1)),
    #"Removed Columns" = Table.RemoveColumns(#"Filtered Rows",{"Accounting Month", "End of Year"}),
    #"Reordered Columns" = Table.ReorderColumns(#"Removed Columns",{"Custom", "Name", "Service", "Sales"}),
    #"Renamed Columns" = Table.RenameColumns(#"Reordered Columns",{{"Custom", "Accounting"}})
in
    #"Renamed Columns"

With kind regards from the town where the legend of the 'Pied Piper of Hamelin' is at home
FrankAT (Proud to be a Datanaut)

[Fowmy · Accepted solution]

@soniajs 

In Power BI, go to Modeling Tab > New Table and paste below code:
One clarification: In your example, Saranya should start from 1/9/2020 but you showed from 1/1/2021, any reason?
 

Sales Projected = 

SELECTCOLUMNS(	
	GENERATE(
		SalesData,		
		VAR CURRENTDATE = SalesData[Accounting Month]
		VAR TOTALMONTHS =
	    DATEDIFF (CURRENTDATE,
	        DATE ( IF ( MONTH ( CURRENTDATE ) > 3, YEAR ( CURRENTDATE ) + 1, YEAR ( CURRENTDATE ) ), 3, 1 ),MONTH) + 1
	    VAR MONTHS =
	    GENERATE (
	        GENERATESERIES ( MONTH ( CURRENTDATE ), TOTALMONTHS + MONTH ( CURRENTDATE ) - 1 ),
	        ROW ( "ACCMONTH", DATE ( YEAR ( CURRENTDATE ), [Value], 1 ) )
	    )
	    RETURN
	    MONTHS
	),	
	"ACCOUNTING MONTH", [ACCMONTH],
	"NAME", SalesData[NAME],
	"SERVICE",SalesData[Service],
	"SALES", SalesData[Sales]
)

________________________

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[soniajs]

Thank you very much @Fowmy  . The solution given by you works perfectly.

[Fowmy]

You are welcome!

[FrankAT · Accepted solution]

Hi @soniajs 

with your dataset and your explanation - end of fiscal year is march - I get the following result with M-Code:

// Table
let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WMjDUNbDQNTIwMlDSUXLMzSwBUp4hQMLQwMBAKVYHosISpiI4sSgxrzIRyHJOzMlRcE7NK0ktAvJMwKpjAQ==", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [#"Accounting Month" = _t, Name = _t, Service = _t, Sales = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"Accounting Month", type date}, {"Name", type text}, {"Service", type text}, {"Sales", Int64.Type}}),
    #"Inserted End of Year" = Table.AddColumn(#"Changed Type", "End of Year", each if Date.Month([Accounting Month]) > 3 then #date(Date.Year([Accounting Month]) + 1,3,1) else #date(Date.Year([Accounting Month]),3,1), type date),
    #"Added Custom" = Table.AddColumn(#"Inserted End of Year", "Custom", each {Number.From([Accounting Month])..Number.From([End of Year])}),
    #"Expanded Custom" = Table.ExpandListColumn(#"Added Custom", "Custom"),
    #"Changed Type1" = Table.TransformColumnTypes(#"Expanded Custom",{{"Custom", type date}}),
    #"Filtered Rows" = Table.SelectRows(#"Changed Type1", each (Date.Day([Custom])= 1)),
    #"Removed Columns" = Table.RemoveColumns(#"Filtered Rows",{"Accounting Month", "End of Year"}),
    #"Reordered Columns" = Table.ReorderColumns(#"Removed Columns",{"Custom", "Name", "Service", "Sales"}),
    #"Renamed Columns" = Table.RenameColumns(#"Reordered Columns",{{"Custom", "Accounting"}})
in
    #"Renamed Columns"

With kind regards from the town where the legend of the 'Pied Piper of Hamelin' is at home
FrankAT (Proud to be a Datanaut)

[soniajs]

Thank you very much @FrankAT . The solution given by you works. 

[amitchandak]

@soniajs , one way - YTD should to for you

YTD Sales = CALCULATE(SUM(Sales[Sales]),DATESYTD('Date'[Date],"3/31"))

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-Y...


Appreciate your Kudos.