Getting wrong project dates when generating table...

[Anonymous]

Hello PBI community:

I'm tracking revenue for projects over a few months; some projects generate revenue, and others stop (i.e., not cumulative total). 

I have a table that has one row for each project, but some projects span a few months. I need a row for each month each project spans. I have that down, but now I'm having an issue with the dates in the table I'm generating. I want the first row for a project to have a date that matches the start date of the project (and the second row to be the first date of the month for the next month the project generates revenue, and so on for subsequent months--to be clear, once we start work on a project, we continuosly work on it until it is completed).

Here is a table that shows each project with start & stop dates:

Project #	Duration (Months)	Expected	Monthly	Est Start Date	Est End Date
100	1	$   12,000.00	$12,000.00	1/1/2019	1/31/2019
200	3	$   10,000.00	$3,333.33	2/1/2019	4/30/2019
300	2	$     3,000.00	$1,500.00	1/1/2019	2/28/2019
400	4	$     8,000.00	$2,000.00	3/1/2019	6/30/2019
500	2	$     2,000.00	$1,000.00	2/1/2019	3/31/2019

The image below shows the first date for project 200, and it is incorrect.

I'm posting links to my data here:

My pbi file

My excel sheet (used as source for pbi file)

Any help is appreciated.

[Anonymous]

For those who are curious, the 'temporary' table returns a number labeled [Value]. It seems to correspond to the month number. The fix is changing the expression associated with the 'Month' column in the table generated by SELECTCOLUMNS. I set the expression to this:

"Month", DATE(YEAR([Est Start Date]),[Value],1),

That gave me the appropriate date value for my rows. 

**You have to use [value] in the calculation as that is how the dates differ from line to line.**

If you don't use [Value], the table will apply the same date under the month column to each row. [Value] is the key to giving each row for a project (that spans more than 1 month) a different date.

[v-cherch-msft · Accepted solution]

Hi @Anonymous

Please check if below table matches your request.

Table = 
FILTER (
    GENERATE (
        SELECTCOLUMNS ( 'My Date Table', "My Date", 'My Date Table'[Date] ),
        Projects
    ),
    Projects[Est Start Date] <= [My Date]
        && Projects[Est End Date] >= [My Date]
        && DAY ( [My Date] ) = 1
)

Regards,

Cherie

[Anonymous]

Hey @v-cherch-msft

Thanks for taking the time to reply. Your solution works. I'm posting both PBIX files--one with my solution & one with yours so people can see both. 

ADDCOLUMNS / GENERATE / SELECTCOLUMNS solution

FILTER / GENERATE / SELECTCOLUMNS solution

Thanks so much.