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Tibinho10
New Member

Asset Depreciation Forecast - custom function

Hi folks,

 

I am relatively new to Power Query and trying to simulate straightline depreciation for my assets (50k assets) in Excel. Since the dataset is big and assets are added every month I am unsure how to enable user droping forecasted depreciation value per month to their power pivot or how to build visualisation (line chart for future months). What would be a clever way around this please:

 

custom (universal) function
variable
measure
custom column/query step
new blank query

 

come to mind. Monthly depreciation is calculated as acquisition value ('**bleep**.acq.value' field) divided by useful life ('Life' field contains useful life in 'Years/Months' format). Depreciation runs only up to the depreciation end date which should be calculated as Start date ('Depre Start Date') plus useful life ('Life' field= useful life in 'Years/Months' format). 'Asset' number is not a unique number, it is unique in combination with 'Sub-number'. I believe below two tables should suffice to build a dynamic monthly depreciation forecast per asset, function or field which may be then used in power pivot and visualisations. Date table contains dates from 1/1/2020 till 31/12/2040.

 

Thank you.

assets.JPGcalndr.JPG

4 REPLIES 4
Tibinho10
New Member

DateYearMonthMonth NameQuarterStart of MonthFiscal MonthFiscal QuarterFiscal Year
7/1/202020207Jul37/1/2020422021
7/2/202020207Jul37/1/2020422021
7/3/202020207Jul37/1/2020422021
7/4/202020207Jul37/1/2020422021
7/5/202020207Jul37/1/2020422021
7/6/202020207Jul37/1/2020422021
7/7/202020207Jul37/1/2020422021
7/8/202020207Jul37/1/2020422021
7/9/202020207Jul37/1/2020422021

pivot.JPG

Tibinho10
New Member

AssetSub-numberDepreciation Calculation Start DateLifeCumul.acq.valueCurrency
3210002222201/1/2013020/00047,189.18EUR
3210001234501/1/2013018/0003,731.77EUR
3210001234511/1/2013020/0056,717.73EUR
3210001234521/1/2013020/000147,671.87EUR
3210004444401/1/2012005/00113,317.33EUR
3210004444411/1/2012005/0019,761.00EUR
3211456006101/1/2012000/001188.43EUR
3212345600701/1/2012000/00183.73EUR
3212345600801/1/2012005/0013,736.84EUR
lbendlin
Super User
Super User

Please provide sample data that covers your issue or question completely, in a usable format (not as a screenshot).

Do not include sensitive information or anything not related to the issue or question.

If you are unsure how to upload data please refer to https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-...

Please show the expected outcome based on the sample data you provided.

Want faster answers? https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447...

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