cancel
Showing results for
Did you mean:

Earn a 50% discount on the DP-600 certification exam by completing the Fabric 30 Days to Learn It challenge.

New Member

## Struggling to break down values into yearly amounts. eg. Pipeline forecasting

Good day to you all,

I'm really struggling with trying to find the correct dax to use to break down a forecast pipeline into yearly amounts. We have multiple projects that start and end at different times. Please see below an example of how I need it to look in a table within Power Bi.

The columns without formatting is the information I already have and the blue shaded area is what I need to replicate.

Any advice would be much appreciated

Thanks, Jake

*Construction Length and Management Length are in months

1 ACCEPTED SOLUTION
Employee

Hi @jakesolty,

I try to reproduce your scenario, please create the calculated column use the following formula.

```2017 =
IF (
YEAR (
DATE ( YEAR ( Test[Start of Construction] ), MONTH ( Test[Start of Construction] ) + Test[Construction Length], DAY ( Test[Start of Construction] ) )
)
= 2017,
Test[Construction Length] * Test[Construction p/m],
IF (
YEAR ( Test[Start of Construction] ) = 2017,
IF (
(
DATEDIFF ( Test[Start of Construction], DATE ( 2018, 1, 1 ), MONTH )
<= Test[Construction Length]
),
DATEDIFF ( Test[Start of Construction], DATE ( 2018, 1, 1 ), MONTH )
* Test[Construction p/m],
BLANK ()
),
BLANK ()
)
+ IF (
YEAR ( Test[Start of Management] ) = 2017,
IF (
(
DATEDIFF ( Test[Start of Management], DATE ( 2018, 1, 1 ), MONTH )
<= Test[Management Length]
),
DATEDIFF ( Test[Start of Management], DATE ( 2018, 1, 1 ), MONTH )
* Test[Management p/m],
BLANK ()
),
BLANK ()
)
)
```

```2018 =
IF (
2018
< YEAR (
DATE ( YEAR ( Test[Start of Construction] ), MONTH ( Test[Start of Construction] ) + Test[Construction Length], DAY ( Test[Start of Construction] ) )
),
IF (
YEAR ( Test[Start of Construction] ) = 2017,
IF (
MONTH ( Test[Start of Construction] ) = 1,
DATEDIFF ( Test[Start of Construction], DATE ( 2018, 12, 31 ), MONTH ) + 1,
DATEDIFF ( Test[Start of Construction], DATE ( 2018, 12, 31 ), MONTH )
)
* Test[Construction p/m]
- Test[2017],
IF (
MONTH ( Test[Start of Construction] ) = 1,
DATEDIFF ( Test[Start of Construction], DATE ( 2018, 12, 31 ), MONTH ) + 1,
DATEDIFF ( Test[Start of Construction], DATE ( 2018, 12, 31 ), MONTH )
)
* Test[Construction p/m]
),
BLANK ()
)
```

For 2019 and 2019+, you can use the similar method to get.

Best Regards,
Angelia

2 REPLIES 2
Employee

Hi @jakesolty,

I try to reproduce your scenario, please create the calculated column use the following formula.

```2017 =
IF (
YEAR (
DATE ( YEAR ( Test[Start of Construction] ), MONTH ( Test[Start of Construction] ) + Test[Construction Length], DAY ( Test[Start of Construction] ) )
)
= 2017,
Test[Construction Length] * Test[Construction p/m],
IF (
YEAR ( Test[Start of Construction] ) = 2017,
IF (
(
DATEDIFF ( Test[Start of Construction], DATE ( 2018, 1, 1 ), MONTH )
<= Test[Construction Length]
),
DATEDIFF ( Test[Start of Construction], DATE ( 2018, 1, 1 ), MONTH )
* Test[Construction p/m],
BLANK ()
),
BLANK ()
)
+ IF (
YEAR ( Test[Start of Management] ) = 2017,
IF (
(
DATEDIFF ( Test[Start of Management], DATE ( 2018, 1, 1 ), MONTH )
<= Test[Management Length]
),
DATEDIFF ( Test[Start of Management], DATE ( 2018, 1, 1 ), MONTH )
* Test[Management p/m],
BLANK ()
),
BLANK ()
)
)
```

```2018 =
IF (
2018
< YEAR (
DATE ( YEAR ( Test[Start of Construction] ), MONTH ( Test[Start of Construction] ) + Test[Construction Length], DAY ( Test[Start of Construction] ) )
),
IF (
YEAR ( Test[Start of Construction] ) = 2017,
IF (
MONTH ( Test[Start of Construction] ) = 1,
DATEDIFF ( Test[Start of Construction], DATE ( 2018, 12, 31 ), MONTH ) + 1,
DATEDIFF ( Test[Start of Construction], DATE ( 2018, 12, 31 ), MONTH )
)
* Test[Construction p/m]
- Test[2017],
IF (
MONTH ( Test[Start of Construction] ) = 1,
DATEDIFF ( Test[Start of Construction], DATE ( 2018, 12, 31 ), MONTH ) + 1,
DATEDIFF ( Test[Start of Construction], DATE ( 2018, 12, 31 ), MONTH )
)
* Test[Construction p/m]
),
BLANK ()
)
```

For 2019 and 2019+, you can use the similar method to get.

Best Regards,
Angelia

New Member

Thanks for the speedy response, I will check this now.

Announcements

#### Fabric certifications survey

Certification feedback opportunity for the community.

#### Power BI Monthly Update - April 2024

Check out the April 2024 Power BI update to learn about new features.

#### Fabric Community Update - April 2024

Find out what's new and trending in the Fabric Community.

Top Solution Authors
Top Kudoed Authors