Revenue distribution in Power BI: Advanced DAX Techniques Revealed

In this informative KZbin tutorial, we'll unravel the world of DAX techniques for calculating projected revenue in Power BI based on user-defined date selections. This powerful methodology is a game-changer when you're dealing with tasks that span multiple months, each with their distinct start and end dates. You'll gain the skills needed to accurately project and distribute revenue across upcoming months, enhancing your data analysis capabilities.
But that's not all - you'll also discover how to selectively include projects that align with your chosen date range, particularly when projects extend over extended periods. This knowledge isn't limited to revenue projection; it can be seamlessly applied to various other areas, such as determining the number of employees within a selected date range and many more practical scenarios.
To ensure your comprehension of these techniques, we've included a challenge at the end of the video. This hands-on exercise empowers you to apply your newly acquired knowledge in a real-world context, making certain that you can confidently use these DAX skills independently.
Don't miss out on this opportunity to elevate your DAX proficiency and expand your data analysis capabilities. Hit that play button, follow along, and embark on your journey to becoming a DAX expert!
Enjoy and share, and leave your valuable and constructive feedback.
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0:00 Intro
1:17 Problem Statement
4:30 Understand the data model
5:07 Let's jump into the solution
11:56 Let's see this in action
17:30 Do it yourself question?
19:00 Final Thoughts
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[@jjohn108]

This is great..!! Thank you for attempting complex problems in DAX & it is making your channel unique. I'm so happy to get your new video notifications. To answer the question you asked; Adding another variable using the networkdays fx is the fix. Var __workingdays = Networkdays( __Minday, __Maxday, 1, { Date(2023,01,26)} ) You can add holidays in the list or use it in the source calendar and include in the formula. Many Thanks

[@PowerBIHowTo]

Awesome! Yes, NETWORKDAYS function is the way to go. Thanks for taking time to answer the question. Stay tune for more interesting videos. Best regards!

[@Nico-nj2ey]

Thanks a lot for this great tutorial! This really helped me a lot. However I think there should be a small adjust made: As you can see at 13:40, when you select 01.01.2023 - 12.02.2023 the projected revenue for project 2 shows 9556 which is wrong. This occurs because in your formula you only decide between __SelectedDays and __TotalProjectDays. Of course __SelectedDays (43) is lower than __TotalProjectDays (82) for this date selection. However the project starts at 01.02.2023 so we should only count the days starting of february which would be 12 days in this example, even though our slicer contains a wider date range. So in my opinion __RevenueDays should be calculated as VAR __RevenueDays = DATEDIFF( MAX(_StartDate, 'Projects'[Start Date]), MIN(_EndDate, 'Projects'[End Date]), DAY) +1 In my examples I got the right calculation using this logic. What do you think about it?

[@PowerBIHowTo]

Hi there, First thanks for the feedback and pointing out the issue. I will take a look and get back to you. Thanks a lot!