Solved: Filter with 4 possible outcomes - Page 2

Anonymous · ‎04-08-2020

Hi all, I have a question regarding an combined IF-statement or maybe a swich if that is more efficient. I have this invoice data with following important collomns for this calculation (will also provide some sample data at the bottom):

issue_date = date invoice was sent
due_date = date when invoice has to be paid
paid_at = date when client has paid
paid = IF(fact_invoices[paid_at] == "", "NO", "YES")
Paid on time? = IF(fact_invoices[paid_date] < fact_invoices[due_date], "YES", "NO")

Then I have a column "Open & late" with following possibilities:
Already paid: IF(fact_invoices[paid_at] == "", "NO", "YES")
Not yet paid & late: IF(TODAY() > fact_invoices[due_date]
Not yet paid but customer has time: IF(TODAY() < fact_invoices[due_date]

In one formula this looks liks: IF(fact_invoices[Paid] == "YES", "Already Paid", IF(TODAY() > fact_invoices[due_date], "Not yet paid & Late", "Not yet paid but customer has time"))

Now I would like to add another possibility to this that says "Not paid" so that this filter/column replaces the "Paid" column/filter. I would like to call this "Status":
Already paid: return all values where fact_invoices[paid_at] IS NOT NULL
Not paid: return all values where fact_invoices[paid_at] is empty
Not yet paid & late: IF(TODAY() > fact_invoices[due_date]
Not yet paid but customer has time: IF(TODAY() < fact_invoices[due_date]

Any one has any idea on how to do this?

What would be even cooler is if I could have one filter that contains everything:

Already paid: return all values where fact_invoices[paid_at] IS NOT NULL
Not paid: return all values where fact_invoices[paid_at] is empty

Already paid & on time: return all values where fact_invoices[paid_at] IS NOT NULL & fact_invoices[paid_at] < fact_invoices[due_date]

Already late & too late: return all values where fact_invoices[paid_at] IS NOT NULL & fact_invoices[paid_at] > fact_invoices[due_date]
Not yet paid & late: IF(TODAY() > fact_invoices[due_date]
Not yet paid but customer has time: IF(TODAY() < fact_invoices[due_date]

Sample data

What I want to avoid is the use of too many filters:

Probably best to use SWITCH I guess but that is very new to me. Or if there is like a totally better way to di this, please let me know! I wish I could add a .pbix file but it is full of confidential information and I don't know how to get an excel from this. If anything is unclear let me know.

Thanks in advance!

Icey · ‎04-10-2020

Hi @Anonymous ,

Please check:

1. Create Columns.

Paid? = IF ( fact_invoices[paid_at] <> BLANK (), "Already paid", "Not paid" )

On time or late = 
IF (
    fact_invoices[paid_at] <> BLANK ()
        && fact_invoices[paid_at] <= fact_invoices[due_date],
    "Already paid & on time",
    IF (
        fact_invoices[paid_at] <> BLANK ()
            && fact_invoices[paid_at] > fact_invoices[due_date],
        "Already late & too late",
        IF (
            TODAY () > fact_invoices[due_date],
            "Not yet paid & late",
            IF ( TODAY () < fact_invoices[due_date], "Not yet paid but customer has time" )
        )
    )
)

2. Create a Paid Filter table.

Paid Filter =
UNION (
    VALUES ( fact_invoices[Paid?] ),
    VALUES ( fact_invoices[On time or late] )
)

3. Create a Measure.

Filter Measure = 
SWITCH (
    TRUE (),
    SELECTEDVALUE('Paid Filter'[Paid?])=BLANK(),1,
    SELECTEDVALUE ( 'Paid Filter'[Paid?] ) IN VALUES ( fact_invoices[Paid?] ), IF ( 
        MAX ( fact_invoices[Paid?] ) = SELECTEDVALUE ( 'Paid Filter'[Paid?] ),
         1 
         ),
    SELECTEDVALUE ( 'Paid Filter'[Paid?] )
        IN VALUES ( fact_invoices[On time or late] ), IF (
        MAX ( fact_invoices[On time or late] ) = SELECTEDVALUE ( 'Paid Filter'[Paid?] ),
        1
    )
)

4. Put the measure above on the visuals you want to filter and set it =1.