cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
aallman
Frequent Visitor

Calculate Past Due Backlog Over Time

I have a data set that includes all line items sold, their due dates, actual ship dates, and value. I am able to calculate today's past due backlog (PDBL) by summing the value of all lines whose due date is before today but whose ship date is blank. What I want to do is to create a table that shows what the PDBL was on each day. I don't know how to do this. How can I create a table of dates and compare each line to the date in the table to say 'count me if my due date is before this day but my ship date is on or after this day'. I don't know how to create a table with dates that are not linked specifically to a date for each line item sold, because items can be counted in multiple days if they are late by multiple days. So if something was due 10/2/22 and shipped 10/4/22 I would want its value counted in both 10/3/22 and 10/4/22 of the table.

 

What date do I use in my output table? Do I have to somehow create a new field? Would I create a measure to reference this new date field and how do I do that? 

 

Here is a quick very simplified example set of data and an example of what I want my output to look like:

Example Data

Order #Order DateDue DateShip DateValue
109/30/2210/1/2210/3/22$5
210/1/2210/2/2210/3/22$7
310/2/2210/3/2210/4/22$10
410/2/2210/4/2210/4/22$5
510/3/2210/4/2210/5/22$5

 

Output Visual:

DateBacklog ValueBacklog Count
10/02/22$51
10/03/22$122
10/04/22$101
10/05/22$51
1 ACCEPTED SOLUTION
Ailsa-msft
Community Support
Community Support

Hi @aallman 

First , you need create a date table to compare with Due date and Ship date . You can extract date from your sample data table . Create a calculated table like this :

 

Table 2 = CALENDAR(MIN('Table'[Due Date]),MAX('Table'[Ship Date]))

 

You will get a table like this :

Ailsamsft_0-1667444659650.png

Then create measures to return the sum and count .

 

Sum = CALCULATE(SUM('Table'[Value]),FILTER(ALL('Table'),'Table'[Due Date]<MIN('Table 2'[Date])&&'Table'[Ship Date]>=MIN('Table 2'[Date])))
count = CALCULATE(COUNT('Table'[Value]),FILTER(ALL('Table'),'Table'[Due Date]<MIN('Table 2'[Date])&&'Table'[Ship Date]>=MIN('Table 2'[Date])))

 

You will get the result you want .

Ailsamsft_1-1667444764507.png

 

Best Regards,
Community Support Team _ Ailsa Tao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

1 REPLY 1
Ailsa-msft
Community Support
Community Support

Hi @aallman 

First , you need create a date table to compare with Due date and Ship date . You can extract date from your sample data table . Create a calculated table like this :

 

Table 2 = CALENDAR(MIN('Table'[Due Date]),MAX('Table'[Ship Date]))

 

You will get a table like this :

Ailsamsft_0-1667444659650.png

Then create measures to return the sum and count .

 

Sum = CALCULATE(SUM('Table'[Value]),FILTER(ALL('Table'),'Table'[Due Date]<MIN('Table 2'[Date])&&'Table'[Ship Date]>=MIN('Table 2'[Date])))
count = CALCULATE(COUNT('Table'[Value]),FILTER(ALL('Table'),'Table'[Due Date]<MIN('Table 2'[Date])&&'Table'[Ship Date]>=MIN('Table 2'[Date])))

 

You will get the result you want .

Ailsamsft_1-1667444764507.png

 

Best Regards,
Community Support Team _ Ailsa Tao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Helpful resources

Announcements
Carousel_PBI_Wave1

2023 Release Wave 1 Plans

Power BI release plans for 2023 release wave 1 describes all new features releasing from April 2023 through September 2023.

Power BI Summit Carousel 2

Global Power BI Training

Make sure you register today for the Power BI Summit 2023. Don't miss all of the great sessions and speakers!

Thank you 2022 Review

2022 Monthly Feature Releases

We had a great 2022 with a ton of feature releases to help you drive a data culture.

Top Solution Authors
Top Kudoed Authors