Automate Allocation of Amounts Across Months Using Power Query in Excel
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 Published On Jun 11, 2020

Let’s assume you have an amount, start date, and end date. You need to split that amount into months based on the exact number of days in each month. also, keep in mind that the start and end months may be incomplete. This video shows you exactly how to do it using Power Query in Excel.

Though there are many approaches to it, the dynamic Power Query method makes it super easy to manage many records without having to worry about Excel Formulas. Moreover, you can copy these Power Query Queries to Power BI and perform your analysis. There are many use cases such as spreading prepayment, revenue and cost across different date range where this template will become useful.

🟠 You may download the Excel file here:
https://excelfort.com/allocate-amount...

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