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Pmorg73's avatar
Pmorg73
Icon for Post Patron rankPost Patron
6 years ago
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Invoicing Date Month value

Hi everyone. I have a calendar table set up. Our invoicing is run on the 28th of the month and for a forecast I would like to have a column in my calendar taking account of this as the end of the "in...
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  • Anonymous's avatar
    Anonymous
    6 years ago

    Hi Pmorg73 ,

     

    Think you could use Format(value,"MMM").

    For example

    Column = IF('Table'[date].[Day]<28,FORMAT('Table'[date],"MMM"),FORMAT(EDATE('Table'[date],1),"MMM"))

    And the result as below

     

    Best Regards,

    Jay

     

    Community Support Team _ Jay Wang

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

amitchandak's avatar
amitchandak
Icon for Super User rankSuper User
6 years ago

Pmorg73 ,Can you share sample data and sample output.

Pmorg73's avatar
Pmorg73
Icon for Post Patron rankPost Patron
6 years ago

I dont want to upload the current PBIX as it is company sensitive. I will try to find time today to thin it out for this query.

 

Greg. I was not sure if I explained myself very well tbh. An anology that may explain it. I often have to start my year in April to April for Fyear. I wondered if I could have an "invoicing" month that runs 28th of one month to 28th of the next month. 

The reason is that I am doing a projection of the Work in progress value to the end of the month. This works but it is distorted because invoicing takes place on the 28th.