Forum Discussion
Spread amounts based on due date
HI all,
My data looks like this
| Item | Due date |
| 1 | 1-5-2023 |
| 2 | 1-5-2023 |
| 3 | 1-5-2023 |
| 4 | 1-5-2023 |
| 5 | 1-5-2023 |
| 6 | 1-5-2023 |
| 7 | 1-5-2023 |
| 8 | 1-5-2023 |
| 9 | 1-5-2023 |
In reality there are a lot more records, wat I want to create is a cumelative planning for our employes by calculating the monthly sum that needs to be done in order for all items to be ready at due date. The calculation looks as follows:
[due date - 9 months] = 30% of total count ready
[due date - 8 months] = 8.75% of total count ready + months before
[due date - 7 months = 8.75% of total count ready + Months before
......
[due date - 1 months] = 8.75% of total count ready + Months before
My disered output looks like this
| 8-2022 | 2,7 |
| 9-2022 | 3,4875 |
| 10-2022 | 4,275 |
| 11-2022 | 5,0625 |
| 12-2022 | 5,85 |
| 1-2023 | .. |
| 2-2023 | .. |
| 3-2023 | ... |
| 4-2023 | 9 |
Hope you can help me
1 Reply
- v-yueyunzh-msft
Community Support
Hi , Anonymous
According to your descrionption, you want to get the amount for each year_month , but in your sample data , it seems has only one date . And i am not fully understand your actual need .
(1)For the amount , dose it mean you want to get the count of the [Item]?
(2)For your saying "[due date - 9 months] = 30% of total count ready,[due date - 8 months] = 8.75% of total count ready + months before", What is the total count, dose it means the total amount in your table or it may be filtered by year?
And what is the "months before" ，dose it need to cross the year?
Can you provide us with your special right sample data and the desired output sample data in the form of tables, so that we can better help you solve the problem. (You can also upload you sample .pbix [without sensitive data] to the OneDrive and share with the OneDrive link to me ! )
Thank you for your time and sharing, and thank you for your support and understanding of PowerBI!
Best Regards,
Aniya Zhang
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