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Anonymous
Not applicable

Sum of recurring monthly submissions

Hello community, 

 

I have a simple dashboard that tracks data through a simple data collection form. For this question, the form has four important fields

  • Contribution start date
  • Contribution end date
  • Contribution modality (with monthly recurring being one of the options)
  • Contribution $

Once the form is submitted, I want Power Bi to start summing the monthly contributions up until the end date. If the end date is blank, it should sum up until today. The amount of monthly contribution does not change.

 

Any advice?

 

Thanks

 

Cont. Start DateCont. End DateModalityUSD
Nov/2017Oct/2019Monthly2000
Oct/2018 Monthly2000
Jan/2023Nov/2023Monthly2000
3 REPLIES 3
Ahmedx
Super User
Super User

pls try

 

Anonymous
Not applicable

Thanks @Ahmedx 

It kind of works, but since there are different modalities in the table, I need to filter out the non-recurring contributions. I tried using this method, but it seems to be failing as the total is not what I am looking for. I changed your "final" measure to this:

 

final = [count month] * CALCULATE(SUM('Table'[USD]), Table[Modality] = "recurring")

 

I also noticed something, but I am not sure if it can be resolved at all. Let's say one contribution starts in Oct 2017 and it is still going on, and then another starts in 2019. Because there aren't any starting in 2018, Power Bi thinks there weren't any contributions in 2018, despite the fact that the one that started in Oct 2017 was actually going on in 2018 as well. Any suggestions on this end?

 

Share sample pbix file to help you and show the expected result

 

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