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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.
Date | Year | Month | Month Name | Quarter | Start of Month | Fiscal Month | Fiscal Quarter | Fiscal Year |
7/1/2020 | 2020 | 7 | Jul | 3 | 7/1/2020 | 4 | 2 | 2021 |
7/2/2020 | 2020 | 7 | Jul | 3 | 7/1/2020 | 4 | 2 | 2021 |
7/3/2020 | 2020 | 7 | Jul | 3 | 7/1/2020 | 4 | 2 | 2021 |
7/4/2020 | 2020 | 7 | Jul | 3 | 7/1/2020 | 4 | 2 | 2021 |
7/5/2020 | 2020 | 7 | Jul | 3 | 7/1/2020 | 4 | 2 | 2021 |
7/6/2020 | 2020 | 7 | Jul | 3 | 7/1/2020 | 4 | 2 | 2021 |
7/7/2020 | 2020 | 7 | Jul | 3 | 7/1/2020 | 4 | 2 | 2021 |
7/8/2020 | 2020 | 7 | Jul | 3 | 7/1/2020 | 4 | 2 | 2021 |
7/9/2020 | 2020 | 7 | Jul | 3 | 7/1/2020 | 4 | 2 | 2021 |
Asset | Sub-number | Depreciation Calculation Start Date | Life | Cumul.acq.value | Currency |
32100022222 | 0 | 1/1/2013 | 020/000 | 47,189.18 | EUR |
32100012345 | 0 | 1/1/2013 | 018/000 | 3,731.77 | EUR |
32100012345 | 1 | 1/1/2013 | 020/005 | 6,717.73 | EUR |
32100012345 | 2 | 1/1/2013 | 020/000 | 147,671.87 | EUR |
32100044444 | 0 | 1/1/2012 | 005/001 | 13,317.33 | EUR |
32100044444 | 1 | 1/1/2012 | 005/001 | 9,761.00 | EUR |
32114560061 | 0 | 1/1/2012 | 000/001 | 188.43 | EUR |
32123456007 | 0 | 1/1/2012 | 000/001 | 83.73 | EUR |
32123456008 | 0 | 1/1/2012 | 005/001 | 3,736.84 | EUR |
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