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timknox's avatar
timknox
Icon for Helper II rankHelper II
7 years ago

Help with a 'complicated' measure

hi,   I am trying to write a measure, but i am stuck!!   Basically i have a data set - below is an example: Item Value Date Cost Withheld Paid 1.1         234.00 01/09/2018 0%     ...
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timknox's avatar
timknox
Icon for Helper II rankHelper II
7 years ago

hi Lin,

 

Thanks for your help........

 

So the released amounts and dates are in the bottom table (Paid Date).  So what we need to do is to match the 'Item No' and the 'Date Withheld', to obtain the 'Date Paid' and the '% Paid'

 

Then with this data one needs to go back to the main data set and look up what the 'Value' was for this Item - in this case it will be  456.00

 

Then we need to work out for the 1/12/18 that 10% was paid - i.e. 45.60 and this figure needs to show up in the 1/12/18 column.

 

Does that make sense?

 

Kind regards

 

Tim 

v-lili6-msft's avatar
v-lili6-msft
Icon for Community Support rankCommunity Support
7 years ago

hi, timknox 

It seems that the link is the loss, I'm sorry what I am confused about is that in the bottom table (Paid Date) for Item 1.1, there is only 3 rows of data and how to understand "Example is with Item 1.1 - you will see that orriginally on the 1/11/18 20% of the cost was withheld; 10% was then released on teh 1/12/18; and 10% was released on 1/1/19."  

For your case, I think it is a "merge" or "lookup" case.

You can upload it to OneDrive and post the link here. Do mask sensitive data before uploading.  

 

Best Regards,

Lin

    • v-lili6-msft's avatar
      v-lili6-msft
      Icon for Community Support rankCommunity Support
      7 years ago

      HI, timknox 

      This link works, and the same point confused.

      EXAMPLE FOR CONTRACT ITEM 1.1 - 20% that was withheld on 1/11/18; 10% was paid on 1/12/18 and 10% was paid on 1/1/19
      EXAMPLE FOR CONTRACT ITEM 1.1 - 30% that was withheld on 1/12/18; 30% was paid on 1/1/19
      EXAMPLE FOR CONTRACT ITEM 1.2 - 20% that was withheld on 1/10/18; 20% was paid on 1/12/18

      For example

      Do you mean it is based on the Percentage Cost Withold (Paid) table,

      But why 1.3 has no data, and for 1.1 TOTAL Paid in 1/1/2019 is should 222+23.3+136.8-0=382.1

      and 1.2 TOTAL Paid in 1/1/2019 is should 273.95, why it needs to add 136.80?

       

       

      Best Regards,

      Lin


       

      • timknox's avatar
        timknox
        Icon for Helper II rankHelper II
        7 years ago

        hi Lin,

         

        I am sorry i am not explaining it clearly, but thank you for your help.

         

        So the underlying cost data is contained in the Excel file tblFOO.  This show in the [col Total Cost] what should be paid for each [Contract Item] on the [Date].

         

        However, due to contract reasons, a % is sometimes withheld until some work is completed.

         

        This is measured as a % of the original [col Total Cost].

         

        This is demonstrated in the sheet [Percentage Cost Withhold].  NOTE:  we do not withhold for every payment or contract item.

         

        So as an example, with Contract Item 1.1, on the 1st Nov 2018 we have decided to withhold 20% of the [col Total Cost] until work is completed.  This value is 20% of 233.00 (46.60).  So on the 1/11/18 we actually pay only 186.400 (233.00 - 46.60).

         

        Then, using [Percentage Cost Withold (Paid)] you will see that on the 1st Dec 2018 they had completed some of the work, and they were claiming half of the 20% withheld (shown as 10% in the table).  

         

        So on 1/12/2018 we will then pay half of the value that was withheld in November - i.e. we pay 23.30 on the 1/12/18.

         

        Similarly in January they claim the balance, so we pay the final 23.30 in January 2019.

         

        Does that help?