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sllanos
Frequent Visitor

Help with Aging Receivables Report and KPis

 

Hi there! i've been trying to find a solution for this particular problem with presenting an aging receivables report.

 

I have a table with aging totals divided by age groups (0-30 days, 31 - 60, etc)

 

 

I also have a table with kpi totals (example 31 - 60 days should never be higher than 21%)

I've included an iamge so you can see how they're defined. These two tables are related by the age group field.

 

I'm trying to show this as a matrix that changes color whenever a number is above KPI.

Example, if 61-90 is above 9% turn the  background red

This is as close as I have been able to get using a Matrix visualization. But this doesn't take into account the KPI table, just looks at percentages.

 

 

I'm writing in hopes of finding a solution in the community as im pretty much stumped.

 

Any ideas?

1 ACCEPTED SOLUTION
v-shex-msft
Community Support
Community Support

HI @sllanos,

 

>>Example, if 61-90 is above 9% turn the  background red

You can try to use conditional formatting feature.

Conditional Formatting for a matrix and table Power BI

 

BTW, you can also try to use power bi kpi matrix visual to create report.

4.PNG


Regards,

Xiaoxin Sheng

 

Community Support Team _ Xiaoxin
If this post helps, please consider accept as solution to help other members find it more quickly.

View solution in original post

1 REPLY 1
v-shex-msft
Community Support
Community Support

HI @sllanos,

 

>>Example, if 61-90 is above 9% turn the  background red

You can try to use conditional formatting feature.

Conditional Formatting for a matrix and table Power BI

 

BTW, you can also try to use power bi kpi matrix visual to create report.

4.PNG


Regards,

Xiaoxin Sheng

 

Community Support Team _ Xiaoxin
If this post helps, please consider accept as solution to help other members find it more quickly.

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