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Ajungx
Frequent Visitor

Invoice Payment Running Overdue Balance (Cummulative Overdue Balance)

Ajungx_0-1604374420160.png

I have a table with invoices and a table payments. I want to create a visual table and chart like the one above. Anyone who can help me is very grateful 🙏

 

 

 

1 ACCEPTED SOLUTION
MFelix
Super User
Super User

hI @Ajungx

 

You need to have the following setup:

 

  • Date table (no connection)
  • Invoice 1 -> * Payments

    Create the following two measures:

    Balance = CALCULATE ( SUM ( Invoice[Amount] ); FILTER ( ALL ( Invoice[Issue Date] ); Invoice[Issue Date] <= MAX ( 'Date'[Date] ) ) ) - CALCULATE ( SUM ( Payment[Amount] ); FILTER ( ALL ( Payment[Receive Date] ); Payment[Receive Date] <= MAX ( 'Date'[Date] ) ) )
  • Overdue = CALCULATE ( [Balance]; FILTER ( ALL ( Invoice[Due Date] ); Invoice[Due Date] <= MAX ( 'Date'[Date] ) ) )

PBIX file attach


Regards

Miguel Félix


Did I answer your question? Mark my post as a solution!

Proud to be a Super User!

Check out my blog: Power BI em Português



View solution in original post

1 REPLY 1
MFelix
Super User
Super User

hI @Ajungx

 

You need to have the following setup:

 

  • Date table (no connection)
  • Invoice 1 -> * Payments

    Create the following two measures:

    Balance = CALCULATE ( SUM ( Invoice[Amount] ); FILTER ( ALL ( Invoice[Issue Date] ); Invoice[Issue Date] <= MAX ( 'Date'[Date] ) ) ) - CALCULATE ( SUM ( Payment[Amount] ); FILTER ( ALL ( Payment[Receive Date] ); Payment[Receive Date] <= MAX ( 'Date'[Date] ) ) )
  • Overdue = CALCULATE ( [Balance]; FILTER ( ALL ( Invoice[Due Date] ); Invoice[Due Date] <= MAX ( 'Date'[Date] ) ) )

PBIX file attach


Regards

Miguel Félix


Did I answer your question? Mark my post as a solution!

Proud to be a Super User!

Check out my blog: Power BI em Português



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