Forum Discussion

pratafran's avatar
pratafran
Icon for Helper III rankHelper III
6 years ago
Solved

Backlog evolution at month end

Hello Comunity!   I'm trying to figure out how to calculate the backlog of documents created (invoices) that still were not submitted to customer at month end and see it in a chart to monitor the e...
Need Help
amitchandak's avatar
amitchandak
Icon for Super User rankSuper User
6 years ago

I did not find the excel link.

  • pratafran's avatar
    pratafran
    Icon for Helper III rankHelper III
    6 years ago

    Thanks for letting me know. I have edited the post to include it.

    • amitchandak's avatar
      amitchandak
      Icon for Super User rankSuper User
      6 years ago

      You can create a formula like this after having a date table

      backlog = CALCULATE(COUNTx(filter(Sheet1,(Sheet1[Invoice Date] <=MAX('Date'[Date]) && Sheet1[Submission Date]>=MAX('Date'[Date]))),Sheet1[Invoice Number]),CROSSFILTER('Date'[Date],Sheet1[Invoice Date],None))

backlog = CALCULATE(COUNTx(filter(Sheet1,(Sheet1[Invoice Date] <=MAX('Date'[Date]) && Sheet1[Submission Date]>=MAX('Date'[Date]))),Sheet1[Invoice Number]),CROSSFILTER('Date'[Date],Sheet1[Invoice Date],None))+0

       

      with ), you have control display of month

       

      You can build yes and no on top of it

       

      backlog status = if([backlog]=1,"Y","N")

      Link of solution:https://www.dropbox.com/s/d7vvbk4zekhsx5t/backlog.pbix?dl=0

       

      Appreciate your Kudos. In case, this is the solution you are looking for, mark it as the Solution.
      In case it does not help, please provide additional information and mark me with @
      Thanks. My Recent Blogs -Decoding Direct Query - Time Intelligence, Winner Coloring on MAP, HR Analytics, Power BI Working with Non-Standard TimeAnd Comparing Data Across Date Ranges
      Connect on Linkedin

       

      • pratafran's avatar
        pratafran
        Icon for Helper III rankHelper III
        6 years ago

        It works!!, thank you very much for your help!! 🙂