Time Intelligence Measures with dynamic Time Periods

[FN]

Hello together,

I am working on a Power BI report and wasn't able to find a solution for my problem so far.

I want to calculate a so called Cancellation Rate for my company, meaning how many contracts were active at the beginning of a period (e.g. 01/01/2015) and how many of these contracts were cancelled in a certain period (e.g. from 01/01/2015 until 12/31/2015) and then calculating the percentage.

Therefore I am importing all contracts from the CRM into Power Bi. Every Contract has a Contract Start Date and a Contract End Date.

I used to calculate this in Excel with
=SUMIFS(Revenue; Contract Start Date < DateX; Contract End Date > DateX)

to calculate how many contracts were active on a certain DateX, e.g. 01/01/2015.

Do you have any recommendations on how I could solve this in Power BI?

My goal would be to have all the different periods in a chart on the axis and the according percentage as the value.

I would be so thankful if someone here could help me.

Regards,
Florian

[v-huizhn-msft]

Hi @FN,

Based on my understanding, you can transfer the formula to DAX, which is used to create a measure.

active amount=CALCULATE(SUM(Table[Revenue]),Filter(Table, AND(Table[contract start data]<DateX[Date],Table[contract end data]>DateX[Date])))

Then create a measure to calculate the amount of concelled contracts.

concelled amount=CALCULATE(SUM(Table[Revenue]),Filter(Table, Table[contract end data]>=DateX[Date1],Table[contract end data]<=DateX[Date2])))

Then calculate the percentage.

percentage=[active amount]/[concelled amount]

Then you can create a line chart, then select the Datex[Date] as axis, the [percentage] as value level, you will get expected result.

If this is not want you want, please post the sample data as @Phil_Seamark suggested.

Best Regards,
Angelia

[FN]

Hi Angelia,

I posted some sample data minutes ago.
I already tried it like in your suggestion, but as the coloumns Dates['Period Dates'] and Contracts['Contract Start Date'] are in different tables, I can't refere to both in one measure unfortunately, but I can do so in an extra column. I don't know why this is the case or what I am doing wrong here.

This is the column I have:

Do you know why this doesn't work as a measure?

In the analysis part I then want to split this rate up into different contract types, regions, etc. As long as the rate is just an extra column it is not working unfortunately.

Thank you,

Florian

[Phil_Seamark]

Hi @FN,

Any chance you can post a sample set of data, including a mock up of what you might expect once you have everything working?

Cheers,

Phil

[FN]

@Phil_Seamark

@v-huizhn-msft

I don't know if you receive a notification when I didn't mark you in my replying post.

If you received a notification, then I am sorry for this post. 🙂

Thank you so much for your help,

Florian

[Phil_Seamark]

Hi @FN,

Any chance you can share some sample data in text form rather than as an image to save lots of key-ing in 🙂

[FN]

Hi @Phil_Seamark,

here is some sample data for you. Thank you so much already. I really appreciate it.

Customer	Contract Type	Total Price	Contract Start Date	Contract End Date	Address 1: Country (Customer)
Customer 1	Update Contract	1.687,44	8.1.2005	7.31.2017	Austria
Customer 2	Update Contract	2.595,00	6.1.2003	5.31.2017	United States
Customer 3	Support Contract	6.923,04	3.1.2016	9.30.2020	Germany
Customer 4	Update Contract	1.119,96	11.1.2006	10.31.2017	Germany
Customer 5	Support Contract	4.560,00	7.30.2010	8.31.2014	United States
Customer 6	Cloud Agreement	1.932,00	10.1.2015	9.30.2016	Spain
Customer 7	Support Contract	7.856,28	4.1.2015	3.31.2018	United Kingdom
Customer 8	Update Contract	798,72	1.1.2001	12.31.2005	Switzerland
Customer 9	Cloud Agreement	1.890,00	12.1.2016	11.30.2017	United States
Customer 10	Update Contract	309,00	1.1.2011	12.31.2014	Isle Of Man
Customer 11	Cloud Agreement	343,00	8.15.2014	3.31.2017	Germany
Customer 12	Update Contract	6.319,44	5.1.2002	4.30.2017	Germany
Customer 13	Update Contract	4.535,16	10.1.2006	9.30.2017	Germany
Customer 14	Cloud Agreement	4.116,00	10.1.2015	9.30.2017	Germany
Customer 15	Support Contract	6.996,00	7.7.2011	8.31.2017	United States
Customer 16	Support Contract	193,80	1.1.2011	12.31.2017	Switzerland
Customer 17	Update Contract	232,92	8.1.2011	7.31.2017	Germany
Customer 18	Support Contract	329,76	2.1.2008	1.31.2018	Germany
Customer 19	Support Contract	1.644,00	9.1.2007	8.31.2008	United States
Customer 20	Support Contract	312,00	7.17.2009	7.31.2016	United States
Customer 21	Support Contract	2.814,00	11.26.2014	11.30.2016	Mexico
Customer 22	Support Contract	744,00	3.16.2011	3.31.2012	Mexico
Customer 23	Update Contract	1.610,64	5.1.2002	4.30.2013	Germany
Customer 24	Update Contract	1.545,24	12.1.2011	11.30.2017	Germany
Customer 25	Update Contract	5.355,00	7.30.2010	8.31.2017	United States
Customer 26	Support Contract	200,00	2.18.1998	2.18.2002	United States
Customer 27	Update Contract	1.771,20	3.1.2005	12.31.2017	Germany
Customer 28	Support Contract	4.902,00	12.31.2008	10.31.2017	United States
Customer 29	Update Contract	1.279,56	6.1.2015	12.31.2017	Austria
Customer 30	Support Contract	312,00	9.30.2008	9.30.2014	United States
Customer 31	Support Contract	2.719,80	1.1.1980	2.28.2018	United States
Customer 32	Support Contract	4.999,92	12.10.2003	12.31.2017	United States
Customer 33	Support Contract	312,00	6.24.2013	6.30.2014	United States
Customer 34	Support Contract	32.325,00	9.1.2015	8.31.2020	United States
Customer 35	Cloud Agreement	4.116,00	6.1.2016	5.31.2017	Germany
Customer 36	Support Contract	8.397,00	10.19.2011	6.30.2017	Brazil
Customer 37	Update Contract	1.437,84	5.1.2015	4.30.2017	Switzerland
Customer 38	Update Contract	6.624,24	9.1.2007	8.31.2017	Germany
Customer 39	Support Contract	3.153,12	11.1.2010	12.31.2017	Germany

[Phil_Seamark]

Hi @FN

There are a few moving parts to this one so rather than type it up, here is a PBIX file for you to have a play with

https://wgtnpowerbi-my.sharepoint.com/personal/phil_wgtnpowerbi_onmicrosoft_com/_layouts/15/guestacc...

I think it is close, but once we have applied any tweaks, we can post more detail in here for future searches.

Feel free to ask any questions you have 🙂

[FN]

Hi @Phil_Seamark;

it took me a while to try to apply this format to the whole data set from our company.

Your solution looks really good, it is definitely going in the right direction. Thank you so much for your help already!

I only do not understand, how you created this "Processed Data" Table.
I can see that you typed in the following formula there, but I don't know where to type this formula in, when I create a new Power BI sheet with the whole data from the company. Did you do "Merge Queries" or did you start the new table with "Enter new Data"? Or is there a completely different way you did this? Once I know how to create this Processed Data Tab, I think it should be working.

Processed Data = ADDCOLUMNS(
     FILTER(
            CROSSJOIN('Raw Data';Quarters);
                    (
                    -- Started before start of Quarter and was active during the quarter
                    [Contract Start Date]<=[QuarterStart] &&
                    [Contract End Date] > [QuarterStart]
                    )
                ||
                    (
                    -- Started During the Quarter
                    [Contract Start Date]<=[QuarterEnd] &&
                    [Contract Start Date]>=[QuarterStart]  
                    )
                ) ;
               
                "Contracts Started" ; if([Contract Start Date]<[QuarterEnd] && [Contract Start Date]>=[QuarterStart];1;0);
                "Contracts Ended" ; if([Contract End Date]<[QuarterEnd] && [Contract End Date]>=[QuarterStart];1;0)
               
                )

I am really looking forward hearing from you.

Cheers,
Florian

[FN]

Hi Phil,

Yes, here I have some sample data:

So this is my model with the realtionships:

Account = All the Customers with its information regarding the customer's adress, country, etc.

Contract = All Contracts with information like Contract Start Date, Contract End Date, etc (matched to Account with the Customer ID)

Subterritories = More detailled analysis for regions, so I match a subterritory (like UK) from the Customer's account to the firm of the company, Regions, etc. (not really important for the problem here)

Exchange Rate = As we have contracts in many countries, I am matching the currency from contract to Exchange rate (also not really important for this problem)

Dates = I don't know if this is necessary. It is a date table, with dates in it. As I want to measure the different things (Active Revenue, Cancelled Revenue) on a quarterly period, so I have all the dates of the start of a quarter period there, e.g. 01/01/2015, 04/01/2015, 07/01/2015 and so on. Then I am referring to this date when I am calculating how much revenue was valid at a certain date. Also the same with expired contracts. So far everything clear?

So at the moment, I am calculating the revenue that is valid like this:

=CALCULATE(SUM(Revenue); FILTER(Contracts, Contract Start Date < Dates.QuarterBeginnDate); FILTER(Contracts, Contract End Date > Dates.QuarterBeginnDate)

It is an extra column, because when I try to calculate is as a measure, the 'Dates.QuarterBeginnDate' is not possible to select in the formula from above. I don't know the reason.

Same for the expired contracts:

=CALCULATE(SUM(Revenue);FILTER(Contracts, Contract Start Date < Dates.QuarterBeginnDate); FILTER(Contract End Date > Dates.QuarterBeginnDate); FILTER(Contract End Date > Dates.Period End Date)

Like this, I am calculating a percentage. Also here, it is again not possible to create a measure, because these column names do not appear when I try to enter it in the formula. So I created an extra column again.

What I would love to have is something like this:

So to calculate a rate for every period. This is how I did it in Excel and then I graph it in a chart.

What I want in Power BI is basically the same, to calculate this (only for help) and then graph the rates in a chart. What I want is that with Slicer in Power BI I can easily re calculate the rates for different contract types, for different countries, for different Sales Partner. I don't know in this case if Power BI with its time intelligence is intelligent enough to aleady calculate the rates for periods itself or if I need these date tables or maybe something different.

Do you have any idea of how I could do that?

Thank you and Regards,
Florian