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Paulyeo11
Impactful Individual
Impactful Individual

How to add comments on customer promise when pay $ ?

Hi All

i have create a Account Receivsble report using PBI , for account staff to follow up payment with client . Let said client payment term already over due 30 day , when client promise issue payment on Feb 15 2021 , how can the account staff enter this info at PBI ? So when other people read the report know the info.

 

Paul

1 ACCEPTED SOLUTION
parry2k
Super User
Super User

@Paulyeo11 at whatever granularity you want to see that data that is what you need in excel. If you are looking at date/customer/product level then should have all 3 columns, if only date then only date column, if date and customer then should be both. So you have to decide what is your requirement and go from there.

 

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4 REPLIES 4
parry2k
Super User
Super User

@Paulyeo11 at whatever granularity you want to see that data that is what you need in excel. If you are looking at date/customer/product level then should have all 3 columns, if only date then only date column, if date and customer then should be both. So you have to decide what is your requirement and go from there.

 

Check my latest blog post Year-2020, Pandemic, Power BI and Beyond to get a summary of my favourite Power BI feature releases in 2020

I would  Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

manikumar34
Solution Sage
Solution Sage

@Paulyeo11 , It looks a little difficult, I suggest you to create a kind of data entry page where customer or someone who is inputing data can input all the fiels like data and cust ID. Try something like this. 

 

Regards, 

Manikumar





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parry2k
Super User
Super User

@Paulyeo11 Power BI is not used for writeback, either you have to store this information somewhere and bring it in Power BI but if you want data entry in Power BI, you can look at Power Apps which can be integrated with Power BI and use can enter the data.

 

Check my latest blog post Year-2020, Pandemic, Power BI and Beyond to get a summary of my favourite Power BI feature releases in 2020

I would  Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

Paulyeo11
Impactful Individual
Impactful Individual

Hi Parry

Thank you for your sharing , okay I will create a excel file for account staff to enter and use PBI read back the data . But the table I create must have CUST ID .  

Paul

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