PowerBI - 带有开始和结束日期的运行率答案

【问题标题】：PowerBI - Run Rate with Start and End DatesPowerBI - 带有开始和结束日期的运行率
【发布时间】：2022-02-02 16:01:19
【问题描述】：

我有一个如下所示的数据表：

OneTime (T/F)	PLSavings	ImplementationDate	EndDate	LengthofBenefit	MonthlyBenefit
True	337,500	2/10/2021	11/14/2024	1	337,500
False	100,000	8/1/2021	7/31/2024	35	2,857.14
False	8,000	1/1/2021	12/31/2021	11	727.27

我也有一个日期表。我能够计算累计每月总数，但我正在努力如何计算结束日期，因为福利应该下降。同样，如果 OneTime = True，则总数应仅适用于每月实施日期。使用上面的示例数据，结果应如下所示：

Month & Year	Monthly Benefits	YTD Benefits
January 2021	$727.27	$727.27
February 2021	$338,227.27	$338,954.54
March 2021	$727.27	$339,681.81
April 2021	$727.27	$340,490.08
May 2021	$727.27	$341,136.35
June 2021	$727.27	$341,863.62
July 2021	$727.27	$341,590.89
August 2021	$3,584.38	$345,175.27
September 2021	$3,584.38	$348,759.65
October 2021	$3,584.38	$352,344.03
November 2021	$3,584.38	$355,928.41
December 2021	$3,584.38	$359,512.79
January 2022	$2,857.14	$2,857.14

如果有帮助，我一直在使用几种方法来计算累积总数，以尝试以此为基础：

VAR MinDate = MIN(SCM_BenefitTracker[ImplemenationDate])
VAR MaxDate = MAX(SCM_BenefitTracker[EndDate])
VAR DateList = 1
RETURN
CALCULATE(
    SUM(SCM_BenefitTracker[Monthly Benefit]),
    FILTER('Date Table - Imp', 'Date Table - Imp'[Date] <= MaxDate &&
    'Date Table - Imp'[Date] >= MinDate)
)

VAR CumulativeTotal = CALCULATE( [Total PL Savings],
                        FILTER( ALLSELECTED( 'Date Table - Imp' ), 'Date Table - Imp'[Date] <= MAX ('Date Table - Imp'[Date] ) ) )
RETURN

【问题讨论】：

标签： powerbi dax

【解决方案1】：

我们可以使用表变量的方法并生成。如果您有非常庞大的数据集，您应该注意内存使用情况。

MonthlyBenefits = 
var _CurrMonth = SELECTEDVALUE('Calendar'[YearMonth])
var _virt = SUMMARIZE(GENERATE(SELECTCOLUMNS('OneTime',"ImplementationDate", 'OneTime'[ImplementationDate], "EndDate", 'OneTime'[EndDate], "MonthlyBenefit",'OneTime'[MonthlyBenefit], "OneTime", [OneTime (T/F)])  , FILTER( CALCULATETABLE( ALL('Calendar'[YearMonth], 'Calendar'[Date] ),   _CurrMonth = 'Calendar'[YearMonth]),'Calendar'[Date] >= [ImplementationDate] && 'Calendar'[Date] <= if([OneTime], [ImplementationDate],[EndDate]  ))), [YearMonth],  [MonthlyBenefit])
return

CALCULATE( SUMX(FILTER(_virt,   _CurrMonth = [YearMonth]), [MonthlyBenefit]))


MonthlyAccuBenefits = 
var _CurrMonth = SELECTEDVALUE('Calendar'[YearMonth])
var _virt = SUMMARIZE(GENERATE(SELECTCOLUMNS('OneTime',"ImplementationDate", 'OneTime'[ImplementationDate], "EndDate", 'OneTime'[EndDate], "MonthlyBenefit",'OneTime'[MonthlyBenefit], "OneTime", [OneTime (T/F)])  , FILTER( CALCULATETABLE( ALL('Calendar'[YearMonth], 'Calendar'[Date] ),   'Calendar'[YearMonth] <= _CurrMonth ),'Calendar'[Date] >= [ImplementationDate] && 'Calendar'[Date] <= if([OneTime], [ImplementationDate],[EndDate]  ))), [YearMonth],  [MonthlyBenefit])
return

CALCULATE( SUMX(FILTER(_virt,  [YearMonth] <= _CurrMonth ), [MonthlyBenefit]))

【讨论】：