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Power BI Community,
Currently, I have data feeding into Power BI from PeopleSoft via Direct Query. How can I create an aging schedule of open Purchase Orders using the PO Date?
Regards,
Gus Dahu
Hi @gusdahu,
Could you please mark the proper answers as solutions?
Best Regards,
Dale
Hi @gusdahu,
What's Aging Schedule exactly? Can you share a dummy sample that will show up the data structure?
Best Regards,
Dale
Hi v-jiascu-sft,
In my situation, an aging schedule will classify Open Purchase Orders (POs) into buckets to reflect the number of days the PO has been outstanding. The buckets will be something like 0-30 days, 31-60 days, 90 plus days, etc. Currently the data set population has the following fields:
How would I be able to classify POs based off PO date into the buckets mentioned above? Keep in mind that I am using Direct Dequel and thus will not be able to use the "Edit Query" function or conditional formatting.
Regards,
Gus Dahu
Hi Gus Dahu,
Firstly, I would make it clear that we can use Direct Query and Import together now since the preview of power-bi/desktop-composite-models.
Now, everything seems easy. If you want to filter the buckets, you need to create a new table. If you just want to give every PO a label, please try a measure like below.
Measure = VAR temp = DATEDIFF ( MIN ( [HIRE_DATE] ), TODAY (), DAY ) RETURN IF ( temp >= 0 && temp <= 30, "0-30", IF ( temp >= 31 && temp <= 60, "31-60", ">=61" ) )
Best Regards,
Dale
Hi,
I'm getting stuck on the second part of your DAX formula. For some reason my dax formula bar is not auto populating when I begin to type the "return if" statement. Any suggestions?
Regards,
Gus Dahu
Hi @gusdahu,
I guess you missed the ")" in the formula. We should close every part of the formula to keep it complete. Please check it out.
Best Regards,
Dale
Hi v-jiascu-msft,
I added the ")" and unfortunately it did not work. Any other suggestions?
Regards,
Gus Dahu
Can you share some snapshots or the file? @gusdahu,
Best Regards,
Dale
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