Sum value between start date and end date

[EVBI]

Hi All,

I'm very new to PowerBI and need some help on how to sum up revenue in between 2 dates.

My data source looks like this:

Date format is (DD/MM/YYYY)

I would like to calcualte the net rev by month during the active period (between start date and end date). In addition, if the start date is not the first date of the month, it would be calculated on the prorata basis.

For example in January 2018, the net revenue is 17days/31days*1000USD = 548.38USD

In May 2018, net revenue is 1000+500+750+800 = 3050USD

Any help would be much appreciated!

[v-yulgu-msft · Accepted solution]

Hi @EVBI,

Please refer to below steps:

1. I am not sure which column is the unique column in source table, so I first added an Index column in Query Editor mode. 

2. Create a calendar table.

Dim date Tb = CALENDAR(DATE(2018,1,1),DATE(2018,12,31))

Days per month =
CALCULATE (
    DAY ( MAX ( 'Dim date Tb'[Date] ) ),
    ALLEXCEPT (
        'Dim date Tb',
        'Dim date Tb'[Date].[Year],
        'Dim date Tb'[Date].[Month]
    )
)

3. Cross Join calendar table and fact data table, and add below calculated columns.

Cross Join Tb =
ADDCOLUMNS (
    FILTER (
        CROSSJOIN ( 'Dim date Tb', data ),
        'Dim date Tb'[Date] >= [start date]
            && 'Dim date Tb'[Date] <= [end date]
    ),
    "Year", YEAR ( [Date] ),
    "Month", MONTH ( [Date] )
)

Count days =
CALCULATE (
    COUNT ( [Date] ),
    ALLEXCEPT (
        'Cross Join Tb',
        'Cross Join Tb'[Year],
        'Cross Join Tb'[Month],
        'Cross Join Tb'[Index]
    )
)

Actual Rev =
'Cross Join Tb'[Count days] / 'Cross Join Tb'[Days per month]
    * 'Cross Join Tb'[Net Rev(USD)]

4. Summarize above table.

Summarize Tb =
SUMMARIZE (
    'Cross Join Tb',
    'Cross Join Tb'[Year],
    'Cross Join Tb'[Month],
    'Cross Join Tb'[Index],
    "Net Rev", AVERAGE ( 'Cross Join Tb'[Actual Rev] )
)

5. Below calculated table is the final output.

Summarize Tb2 =
SUMMARIZE (
    'Summarize Tb',
    'Summarize Tb'[Year],
    'Summarize Tb'[Month],
    "Sum Rev per month", SUM ( 'Summarize Tb'[Net Rev] )
)

Best regards,

Yuliana Gu

[EVBI]

Thank you so much @v-yulgu-msft!