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Anonymous
Not applicable

Measure for overdue invoices report

Hello,

Newbie here. I need to calculate the number of invoices which were overdue on the last day of the month for the last 12 months. The criteria for an invoice to be considered overdue is: 

Parked Date < X < Clearing Date , and X > Net Due Date (where X is the last day of a given month)

 

Here below is a sample of my 2 tables. I have a main relationship between Calendar[Date] and Overdues_DB[ParkedDate], and secondary relationships between Calendar[Date] and Overdues_DB[ClearingDate] and Overdues_DB[NetDueDate].

 

Calendar   

DateMonth-Year
29.07.201919-Jul
30.07.201919-Jul
31.07.201919-Jul
01.08.201919-Aug
02.08.201919-Aug
03.08.201919-Aug

 

Overdues_DB

Invoice IDParkedDateNetDueDateClearingDate
200009-65-201911.07.201923.07.201908.08.2019
200010-65-201911.07.201922.07.201925.07.2019
200011-65-201912.07.201928.06.201907.08.2019
200014-65-201925.07.201907.08.201915.08.2019
200016-65-201929.07.201901.07.201929.07.2019

 

Here is my attempt but since the main relationship is with ParkedDate, only the first IF is working. I tried adding USERELATIONSHIP into the formula but I get error messages and I dont really know if this is even possible.

 

VAR Lastday = MAX('Calendar'[Date])
 

OverdueInvoices_Count = CALCULATE( DISTINCTCOUNT( Overdues_DB[InvoiceID]),
                                                           FILTER(Overdues_DB, Overdues_DB [ParkedDate] < [VAR Lastday] &&
                                                           [VAR Lastday] < Overdues_DB[ClearingDate] &&
                                                           [VAR Lastday] < Overdues_DB[NetDueDate] ))

 

Could you please help me to set up a measure that evaluates all 3 dates involved? Or any other way to do this.

 

Any light is greatly appreciated.

Desiree                                                                     

     

1 ACCEPTED SOLUTION
Greg_Deckler
Super User
Super User

@Anonymous - OK, took a closer look, I am thinking:

 

Measure = 
  VAR __Table =
    ADDCOLUMNS(
      GENERATE(
        'Overdues_DB',
        Calendar
      ),
      "Overdue",IF([Date]<[ParkedDate] && [Date]>[ClearingDate]&&[Date]>[NetDueDate]),1,0
    )
RETURN
  COUNTROWS(FILTER(__Table,[Overdue]=1))
  

 


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View solution in original post

3 REPLIES 3
Greg_Deckler
Super User
Super User

@Anonymous - OK, took a closer look, I am thinking:

 

Measure = 
  VAR __Table =
    ADDCOLUMNS(
      GENERATE(
        'Overdues_DB',
        Calendar
      ),
      "Overdue",IF([Date]<[ParkedDate] && [Date]>[ClearingDate]&&[Date]>[NetDueDate]),1,0
    )
RETURN
  COUNTROWS(FILTER(__Table,[Overdue]=1))
  

 


@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
The Definitive Guide to Power Query (M)

DAX is easy, CALCULATE makes DAX hard...
Anonymous
Not applicable

This worked! Thank you so much!

 

 

Greg_Deckler
Super User
Super User

@Anonymous - You can use EOMONTH([Date],0) to get the last day of a month. Will have to look a little closer beyond that.


@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
The Definitive Guide to Power Query (M)

DAX is easy, CALCULATE makes DAX hard...

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