Power pivot - how to count data after a category change

Copper Contributor

Hi everybody, i'm using power pivot for builing a report, these are my data:

 

Project table:

 

Project

 

Category

Project value

Date

A

1

1000

01/01/2023

A

1

-1000

01/06/2023

A

2

1000

01/06/2023

 

When a project changes its category, his value is reduced of the entire amount, then i have another row with that amount.

 

In the second table i have the payments assigned to that project. es:

 

Payment table:

 

Project

payment amount

date

A

160

30/01/2023

A

160

30/06/2023

 

What I want to do is create a filtered pivot table with a timeline that counts the project in either category 1 or 2 depending on the current date (before or after 01/06/2023).

Furthermore, it should allocate the payment amount of €160 to category 1 if it's before 01/06/2023, and to category 2 if it's after this date.

Thanks!

 

1 Reply

Hi @alecons121211 

 

Not sure this is what you're after, that's what I +/- understood...:

Sample.png