Generate new rows based on previous data

[patrickbender]

Hi,

I have two tables, one with accounting and one with forcasts.

I need to use both in order to create a view with some information I need for my accounting.

The problem is mainly with the forecasts as I need one row for each month since the start of the project until the current month.

I appreciate all help and pointers to a good read is also much appreciated.

Problem 1: There's not a forcast during some months (mainly summer) and that forecast needs to be the same at the previous one.

Problem 2: After the project is completed I still need to have the last forecast on a new row for each month after that as I always need a running total. 

Link: .pbix link 

My first thought was to use a date calendar which matched the forecast to the correct dates but as I want to use the numbers in calculated columns that didn't work out.

My second thought was to make one row for each month and project and then add calculated columns. I tried with a foor loop using generate series but I could only get that to work for one dimention and not two (month and project).

In the picture below:

Nov, Feb & Mar is not included in the datasef of the forecast table and is therefore the same as previous date for project 1

ProjectedRevenue: Ssum of type revenue in the foercast table grouped by date and project. 

ProjectedCost: Sum of type cost in the foercast table grouped by date and project.

Invoiced: Sum of all invoices in the accounting table until the date in the month column.

PostedCost: Sum of all posted costs in the accounting table until the date in the month column.

[Greg_Deckler]

So, in general, when you are trying to invent rows in DAX, you use GENERATE or GENERATESERIES

[patrickbender]

Hi,
I tried the generate series as you mentioned a while back but got stuck as I need to loop though 2 dimensions, date and project. This would be fine if there was a loop in Dax but I searched for it and couldn’t find any except using a second table.