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Hi all,
I am trying to create an overview the expected revenue per month for a subscription based product which our customers can either pay per month, per year or per quarter.
I found a couple of examples that have been helpful such as the periodic billing example by Greg_Deckler, however this examples doesn’t take into account different pay frequencies.
I am mainly struggling to calculate the quarter revenue on the right dates.
My data looks like this:
customer | Starting date | frequency | value | total value |
1 | 1-1-2021 | year | 100 | 100 |
2 | 1-2-2021 | month | 10 | 120 |
3 | 1-3-2021 | quarter | 25 | 100 |
4 | 1-4-2021 | quarter | 100 | 100 |
5 | 1-5-2021 | month | 10 | 120 |
So for example for customer 3, their subscription starts on 1-3-2021 and their next payment should be on 1-6-2021 and the next on 1-9-2021 etc.
My expected outcome would be something like this:
Solved! Go to Solution.
@LaraLiselotte , Try a new table like
Addcolumns(
filter( generate(Table, generate(1,24,1) ), ( [frequency] ="Year" && [Value] <=2 ) ||
( [frequency] ="quarter" && [Value] <=8 ) || ( [frequency] ="month" && [Value] <=24 ) )
, "New Date" , date(year([Starting date]) +if([frequency] ="Year", [Value],0) , month([Starting date]) +if([frequency] ="quarter", [Value]*3,[Value]), day([Starting date]) ))
@LaraLiselotte , Try a new table like
Addcolumns(
filter( generate(Table, generate(1,24,1) ), ( [frequency] ="Year" && [Value] <=2 ) ||
( [frequency] ="quarter" && [Value] <=8 ) || ( [frequency] ="month" && [Value] <=24 ) )
, "New Date" , date(year([Starting date]) +if([frequency] ="Year", [Value],0) , month([Starting date]) +if([frequency] ="quarter", [Value]*3,[Value]), day([Starting date]) ))
Thank you for your reply!
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