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Anonymous
Not applicable

Prorating Subscription Value between two dates

Hi, 

Sorry if this has been answered thousands of times earlier.

 

From a server I have data of subscriptions extracted to power BI. I have problems dealing with values between two dates (I.e. Start, End dates)

 

E.g.

 

Start: 15.01.21

End: 14.03.21

List Rate: 10

Qty: 10

MRR: 100

 

For each reporting month I want to show this contract's value. Desired output result in something like this

 

January: MRR*(31-15)/31 = 51,612

February: = 100

March = (14/31)*100 = 45,16

 

Now optimally the sum of January and March value should be 100, but the duration of the contract could be a floating point number as well (Start 17.01.21 , End: 03.09.21 for example.

1 ACCEPTED SOLUTION
Jihwan_Kim
Super User
Super User

Hi, @Anonymous 

Please check the below picture and the sample pbix file's link down below.

I tried to create a sample pbix file based on your exlanation.

 

Picture1.png

 

values result =
VAR startmonthdate =
MIN ( 'Calendar'[Date] )
VAR startdatadate =
SELECTEDVALUE ( Data[Start] )
VAR endmonthdate =
MAX ( 'Calendar'[Date] )
VAR enddatadate =
SELECTEDVALUE ( Data[End] )
VAR countdays =
COUNTROWS ( 'Calendar' )
VAR mrrvalue =
SUM ( Data[MRR] )
VAR result =
SWITCH (
TRUE (),
startdatadate <= startmonthdate
&& enddatadate > endmonthdate, mrrvalue,
startdatadate <= endmonthdate
&& enddatadate > endmonthdate,
( countdays - DAY ( startdatadate ) ) / countdays * mrrvalue,
startdatadate < startmonthdate
&& enddatadate <= endmonthdate,
( DAY ( enddatadate ) / countdays ) * mrrvalue
)
RETURN
result
 
 
 

Hi, My name is Jihwan Kim.


If this post helps, then please consider accept it as the solution to help other members find it faster, and give a big thumbs up.


Linkedin: linkedin.com/in/jihwankim1975/

Twitter: twitter.com/Jihwan_JHKIM


If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Click here to visit my LinkedIn page

Click here to schedule a short Teams meeting to discuss your question.

View solution in original post

2 REPLIES 2
Jihwan_Kim
Super User
Super User

Hi, @Anonymous 

Please check the below picture and the sample pbix file's link down below.

I tried to create a sample pbix file based on your exlanation.

 

Picture1.png

 

values result =
VAR startmonthdate =
MIN ( 'Calendar'[Date] )
VAR startdatadate =
SELECTEDVALUE ( Data[Start] )
VAR endmonthdate =
MAX ( 'Calendar'[Date] )
VAR enddatadate =
SELECTEDVALUE ( Data[End] )
VAR countdays =
COUNTROWS ( 'Calendar' )
VAR mrrvalue =
SUM ( Data[MRR] )
VAR result =
SWITCH (
TRUE (),
startdatadate <= startmonthdate
&& enddatadate > endmonthdate, mrrvalue,
startdatadate <= endmonthdate
&& enddatadate > endmonthdate,
( countdays - DAY ( startdatadate ) ) / countdays * mrrvalue,
startdatadate < startmonthdate
&& enddatadate <= endmonthdate,
( DAY ( enddatadate ) / countdays ) * mrrvalue
)
RETURN
result
 
 
 

Hi, My name is Jihwan Kim.


If this post helps, then please consider accept it as the solution to help other members find it faster, and give a big thumbs up.


Linkedin: linkedin.com/in/jihwankim1975/

Twitter: twitter.com/Jihwan_JHKIM


If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Click here to visit my LinkedIn page

Click here to schedule a short Teams meeting to discuss your question.
amitchandak
Super User
Super User

@Anonymous , Refer to the file attached, see if that can help

 

or this blog

https://community.powerbi.com/t5/Community-Blog/How-to-divide-distribute-values-between-start-date-or-end-date/ba-p/1503785

 

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