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Anonymous
Not applicable

Importe de saldo histórico más alto para un cliente

‎04-16-2020 12:55 PM

Hola, estoy usando una tabla llamada CustTrans, y necesito averiguar el mayor equilibrio que un cliente ha mantenido históricamente.

Los campos son los siguientes:

ACCOUNTNUM - Número de cliente

OPENAMOUNT - Abrir $

TRANSDATE - Fecha de la factura

SETTLEDATE - Transacción de fecha se liquidó

La diferencia entre TRANSDATE y SETTLEDATE sería el período en el que la transacción estaba abierta. ¿Cómo puedo hacer esto?

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v-lid-msft
Community Support
Community Support

‎04-17-2020 12:56 AM

Hola @garynorcross ,

Lo sentimos por eso, No podemos entender su modelo de datos claramente, Si el openamount significa el balance que un cliente ha mantenido históricamente. podemos tratar de poner el accountnum y openamount en la tabla visual, a continuación, establecer openamount como valor máximo para cumplir con su requisito, Si no cumple con su requisito,¿Podría proporcionar una muestra de maqueta basada en datos falsos o describir los campos de cada tabla y las relaciones entre las tablas simplemente? Será útil si puede mostrarnos el resultado esperado exacto basado en las tablas. Cargue sus archivos en OneDrive Para la Empresa y comparta el enlace aquí.


Saludos

Community Support Team _ Dong Li
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Anonymous
Not applicable
In response to v-lid-msft

‎04-17-2020 05:39 AM

Hola @v-lid-msft, gracias por su respuesta. He adjuntado datos de ejemplo a continuación - verá que el OPENAMOUNT es la diferencia entre el AMOUNTMST y SETTLEAMOUNTMST, pero esa cantidad es lo que está abierto a partir de hoy. Lo que el solicitante de informes ha solicitado es una medida que muestra el valor MAX de OPENAMOUNT en cualquier día del historial disponible. Gracias de antemano por su ayuda!

AccountnumTRANSDATELASTSETTLEDATEAMOUNTMSTSETTLEAMOUNTMSTOPENAMOUNT
101000001312/23/201912/23/2019-42599.52-42599.520
101000001312/23/201912/23/2019-2366.64-2366.640
101000001312/23/201912/23/20192366.642366.640
101000001312/23/201912/23/2019-40232.88-40232.880
101000001312/23/201912/23/201940232.8840232.880
10100000132/25/20182/25/2018-42819.6-42819.60
10100000132/25/20182/25/2018-42819.6-42819.60
10100000132/25/20182/25/201842819.642819.60
10100000135/24/20185/24/2018-29956.68-29956.680
10100000135/24/20185/24/2018-29956.68-29956.680
10100000135/24/20185/24/201829956.6829956.680
10100000135/31/20187/19/201837866.2437866.240
10100000137/19/20187/19/2018-42599.52-42599.520
10100000137/19/20187/19/2018-4733.28-4733.280
10100000137/19/20187/19/20184733.284733.280
10100000137/19/20187/19/2018-37866.24-37866.240
10100000137/19/20187/19/201837866.2437866.240
10100000139/26/20189/26/2018-42599.52-42599.520
10100000139/26/20189/26/2018-42599.52-42599.520
10100000139/26/20189/26/201842599.5242599.520
10100000135/2/20196/5/201937866.2437866.240
10100000135/9/20195/9/2019-42599.52-42599.520
10100000135/9/20195/9/2019-42599.52-42599.520
10100000135/9/20195/9/201942599.5242599.520
10100000137/30/20199/12/201932697326970
10100000139/12/20199/12/2019-32697-326970
10100000139/12/20199/12/2019-32697-326970
10100000139/12/20199/12/201932697326970
101000001310/9/201911/6/201938966.5238966.520
10100000133/20/20201/1/190039360.96039360.96
10100000132/4/20203/30/202042599.5242599.520
101000001311/14/201912/23/201940232.8840232.880
101000001311/15/201912/23/20192366.642366.640
10100000135/18/20186/7/201842599.5242599.520
10100000138/9/20189/26/201842599.5242599.520
101000001310/27/201810/27/2018-37866.24-37866.240
101000001310/27/201810/27/2018-37866.24-37866.240
101000001310/27/201810/27/201837866.2437866.240
101000001312/6/201812/28/201837866.2437866.240
101000001312/17/201812/17/2018-37866.24-37866.240
101000001312/17/201812/17/2018-37866.24-37866.240
101000001312/17/201812/17/201837866.2437866.240
101000001312/18/20182/15/201942599.5242599.520
10100000132/7/20193/20/201941084.0441084.040
10100000132/15/20192/15/2019-42599.52-42599.520
10100000132/15/20192/15/2019-42599.52-42599.520
10100000132/15/20192/15/201942599.5242599.520
10100000136/5/20196/5/2019-37866.24-37866.240
10100000136/5/20196/5/2019-37866.24-37866.240
10100000136/5/20196/5/201937866.2437866.240
10100000137/11/20198/5/201942599.5242599.520
101000001311/6/201911/6/2019-38966.52-38966.520
101000001311/6/201911/6/2019-38966.52-38966.520
101000001311/6/201911/6/201938966.5238966.520
101000001312/26/20172/25/201842819.642819.60
101000001312/22/201712/22/2017-42676.8-42676.80
101000001312/22/201712/22/2017-42676.8-42676.80
101000001312/22/201712/22/201742676.842676.80
10100000138/16/20188/16/2018-42122.04-42122.040
10100000138/16/20188/16/2018-42122.04-42122.040
10100000138/16/20188/16/201842122.0442122.040
10100000139/20/201810/27/201837866.2437866.240
101000001310/25/201812/17/201837866.2437866.240
101000001312/28/201812/28/2018-37866.24-37866.240
101000001312/28/201812/28/2018-37866.24-37866.240
101000001312/28/201812/28/201837866.2437866.240
10100000133/20/20193/20/2019-41084.04-41084.040
10100000133/20/20193/20/2019-41084.04-41084.040
10100000133/20/20193/20/201941084.0441084.040
10100000139/5/201910/11/201942599.5242599.520
101000001310/11/201910/11/2019-42599.52-42599.520
101000001310/11/201910/11/2019-42599.52-42599.520
101000001310/11/201910/11/201942599.5242599.520
101000001312/5/20191/27/202042599.5242599.520
101000001312/19/20191/30/202042599.5242599.520
10100000131/30/20201/30/2020-42599.52-42599.520
10100000131/30/20201/30/2020-42599.52-42599.520
10100000131/30/20201/30/202042599.5242599.520
101000001311/12/201712/22/201742676.842676.80
10100000132/12/20183/13/201842676.842676.80
10100000133/8/20184/11/201841575.241575.20
10100000133/27/20185/24/201829956.6829956.680
10100000133/13/20183/13/2018-42676.8-42676.80
10100000133/13/20183/13/2018-42676.8-42676.80
10100000133/13/20183/13/201842676.842676.80
10100000134/11/20184/11/2018-41575.2-41575.20
10100000134/11/20184/11/2018-41575.2-41575.20
10100000134/11/20184/11/201841575.241575.20
10100000136/5/20187/19/20184733.284733.280
10100000136/7/20186/7/2018-42599.52-42599.520
10100000136/7/20186/7/2018-42599.52-42599.520
10100000136/7/20186/7/201842599.5242599.520
10100000137/19/20188/16/201842122.0442122.040
10100000139/15/20181/1/1900000
10100000133/22/20195/9/201942599.5242599.520
10100000135/31/20197/17/201940129.0840129.080
10100000137/17/20197/17/2019-40129.08-40129.080
10100000137/17/20197/17/2019-40129.08-40129.080
10100000137/17/20197/17/201940129.0840129.080
10100000138/5/20198/5/2019-42599.52-42599.520
10100000138/5/20198/5/2019-42599.52-42599.520
10100000138/5/20198/5/201942599.5242599.520
10100000131/27/20201/27/2020-42599.52-42599.520
10100000131/27/20201/27/2020-42599.52-42599.520
10100000131/27/20201/27/202042599.5242599.520
10100000133/30/20203/30/2020-42599.52-42599.520
10100000133/30/20203/30/2020-42599.52-42599.520
10100000133/30/20203/30/202042599.5242599.520
Message 4 of 5
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v-lid-msft
Community Support
Community Support
In response to Anonymous

‎04-24-2020 02:39 AM

Hola @garynorcross ,

Gracias por su muestra adicional. Pero lo siento por lo que todavía estamos confundidos, ¿el Amountmst aumenta en la fecha trans y settleamountmst descrse en la última fecha de liquidación? ¿Podría por favor ejemplo algún punto de fecha y el resultado esperado para que nos ayuden a entender la lógica de cálculo?


Saludos

Community Support Team _ Dong Li
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Greg_Deckler
Super User
Super User

‎04-16-2020 02:48 PM

Difícil de decir, pero tal vez: https://community.powerbi.com/t5/Quick-Measures-Gallery/Lookup-Min-Max/td-p/985814


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