I have made the ageing group table as below. I have the invoice date, payment receipt date and invoice amount per transaction under per client group.
Over a selection of particular date, I need the outstanding invoice per ageing group (Clients). Can you pls help how this can be done?
Hi @gauravnarchal ,
You can create a measure as below:
Measure = CALCULATE ( SUM ( 'Table'[invoice amount] ), FILTER ( 'Table', 'Table'[client group] = MAX ( 'Table'[client group] ) && 'Table'[invoice date] = SELECTEDVALUE ( 'Date'[date] ) ) )
If the above measure is not applicable for your scenario, please provide some sample data(exclude sensitive data) and your expected result. Thank you.
@yingyinr I have attached the PBIX file for your reference.
I have the invoice date, invoice amount, payment receipt date and amount paid on per transaction basis.
Over a selection of particular date, I need the outstanding invoice per ProfileName. Can you pls help how this can be done?
Invoice due date is to be calculated from table ClientDetails as per the number of “CreditDays”.
Please let me know if you need any other information.
Looking forward to your feedback/guidance.
Hi @gauravnarchal ,
What's your desired result? You want to get all invoice number per profileName which the invoice is expired? Could you please explain the calculation logic or function? Outstanding invoice number per profileName=invoice number (invoice date+CreditDays<today)??
Thank you @yingyinr
I could not find the Ageing measure as I want the result to come under the ageing table as below
Age1 1-30 (Days)
Age2 31-60 (Days)
Age3 61-90 (Days)
Age4 90+ (Days)
Statement due date logic is as below:-
Just to simplify - my due date is statement due date and not invoice due date.
@gauravnarchal , refer if this can help
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