Split Amount across quarter

Power BI
1

I hope you are doing well. Your videos have been incredibly helpful, and I appreciate everything you’ve shared. I have another scenario where I need to split an amount across quarters. Could you please assist me with this using a similar method in Power Query or DAX? I’ve included a link below for your reference.

Thank you in advance for your help.

Allocation.pbix (20.2 KB)

2

Hi @Amardeep ,

I’m glad you found the videos helpful! Here’s a brief summary on how to split an amount across quarters in Power Query or DAX:

  1. Power Query: Use the M language to create custom columns that allocate the amount based on date ranges. Create a function to determine the quarter and distribute the amounts accordingly.
  2. DAX: Use CALCULATE and FILTER functions to allocate amounts based on quarter logic within your data model.

Additionally, feel free to explore more solutions and tools on Data Mentor.

Cheers,

Enterprise DNA Support Team

3

Could you please help me to rewrite the DAX OR MCode ?

I am very beginner in this

4

Hi @Amardeep,

Please see the following link that created within Data Mentor.

https://mentor.enterprisedna.co/agents/power-bi-data-transformation-for-financial-allocation-over-time

Data Mentor can help you with the coding also.

Please review and change what you need to change within.

thanks
Keith