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Hello everybodyI wonder if anyone could give me some tips/help how could I solve this challenge using DAX formulas:
I have a spreadsheet with the contracts conditions and a sample fact data ,in attachment
Fact Details :
The goal will be to generate accruals base on Insurance contract year 0 or year 1 * Amount, split per payment type , monthly 1/12 per month , quarter 1/4 per quarter , 1/2 per semester ,1/1 year.Generate this accruals, lower lever year/month, not need the day, from Startdate until today on payment type detail ,month, quarter, etcThis will allow to know upfront what we will receive from the insurance company ,base on the payment type, and validate if what they are paying is what is expected.
Sample of the data needed: (base of first entry of both tables, sample data)Month example
Sample of the table needed: (base of second entry of both tables, sample data)Quarter example
Appreciate your help and available to clear any doubt.