Finding Due Date of Highest Invoice(s) and Amount

[NiugeS]

Hi all,

Still learining Power BI and not sure where to start with this.  Have a list of customers, due dates and invoice amounts.  I'm looking to have a chart where by it lists all customers, due date of the day where the most is outstanding and also the amount.  I need it not to consider only future values for the next 12 months.  Hope i've explained that okay but added some data below to try and explain better.

Any guidance on where to start with this would be appreciated.

Customer	Date	Invoice Amount
A	17/04/2020	2
B	01/05/2020	3
C	06/05/2020	5
A	17/04/2020	2
A	20/04/2020	3
A	30/04/2020	10
D	15/04/2020	20	**in the past so not considered
E	30/06/2020	2
A	17/04/2020	8
B	22/05/2020	66
C	06/05/2020	3
D	19/04/2020	4

Customer	Highest Owed Due Date	Amount
A	17/04/2020	12
B	22/05/2020	66
C	06/05/2020	8
D	19/04/2020	4
E	30/06/2020	2

Thank you

[affan · Accepted solution]

Hi @NiugeS ,

You can create a calculated column to add the per day total invoice amount for each customer and then use a measure to find the MAX amount of invoice totals. I have created a sample for this which you can download from here.

You can use the DAX to create a custom column

InvAmount Day = CALCULATE(SUM('Table'[Invoice Amount]),
                        FILTER('Table', 'Table'[Customer]=EARLIER('Table'[Customer]) 
                        && 'Table'[Date].[Date]=EARLIER('Table'[Date].[Date])))

To calculate the measure for Max amount per day use the below DAX as a new measure

Max Invoice Amount = CALCULATE(MAX('Table'[InvAmount Day]),'Table'[Date]>=TODAY())

If you need any clarification please do let me know.

If this helped you, please mark this post as an accepted solution and like to give KUDOS .

Regards,

Affan Farooqi

LinkedIn

[dax · Accepted solution]

Hi @NiugeS , 

You also could try below measures:

Measure =
VAR temp =
    SUMMARIZE ( tt, tt[Customer], tt[Date], "sum", SUM ( tt[Invoice Amount] ) )
VAR t1 =
    ADDCOLUMNS (
        temp,
        "max", MAXX (
            FILTER ( temp, tt[Customer] = EARLIER ( tt[Customer] ) && tt[Date] > TODAY () ),
            [sum]
        )
    )
RETURN
    SUMX (
        FILTER ( t1, [max] = [sum] && tt[Customer] = MIN ( tt[Customer] ) ),
        [max]
    )

Best Regards,
Zoe Zhi

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[affan · Accepted solution]

Hi @NiugeS ,

You can create a calculated column to add the per day total invoice amount for each customer and then use a measure to find the MAX amount of invoice totals. I have created a sample for this which you can download from here.

You can use the DAX to create a custom column

InvAmount Day = CALCULATE(SUM('Table'[Invoice Amount]),
                        FILTER('Table', 'Table'[Customer]=EARLIER('Table'[Customer]) 
                        && 'Table'[Date].[Date]=EARLIER('Table'[Date].[Date])))

To calculate the measure for Max amount per day use the below DAX as a new measure

Max Invoice Amount = CALCULATE(MAX('Table'[InvAmount Day]),'Table'[Date]>=TODAY())

If you need any clarification please do let me know.

If this helped you, please mark this post as an accepted solution and like to give KUDOS .

Regards,

Affan Farooqi

LinkedIn

[Greg_Deckler]

Maybe: https://community.powerbi.com/t5/Quick-Measures-Gallery/Lookup-Min-Max/td-p/985814