topic Re: Aging dates for customers in DAX Commands and Tips

Aging dates for customers

engineer_alvina — Mon, 24 Oct 2022 12:59:36 GMT

I HAVE THE FOLLOWING TABLE WITH COMPANY NAME AND AMOUNT

The above is the database showing the due date. what measures should I use to produce a report that is similar to the one below?

Re: Aging dates for customers

wdx223_Daniel — Tue, 25 Oct 2022 08:28:35 GMT

1create a new table without relationships

DynamicDimensionTable = VAR _last=EOMONTH(TODAY(),-1) VAR _s=EOMONTH(_last,-3)+1 VAR _Dates=ADDCOLUMNS(CALENDAR(MIN(SampleData[DueDate]),MAX(SampleData[DueDate])),"Periods",IF([Date]>_last,"Not Due",IF([Date]<_s,"Before "&FORMAT(_s,"yyyy-mm-dd"),FORMAT(EOMONTH([Date],-1)+1,"yyyy-mm-dd")&".."&FORMAT(EOMONTH([Date],0),"yyyy-mm-dd")))) RETURN UNION(SELECTCOLUMNS(GROUPBY(_Dates,[Periods],"Start",MINX(CURRENTGROUP(),[Date]),"End",MAXX(CURRENTGROUP(),[Date])),"Periods",[Periods],"Start",[Start],"End",[End]),{("Balance","","")})

2 put the Periods into the column area of the visual

3 create a measure

Aged Amount=VAR _min=MIN(

DynamicDimensionTable[Start]) VAR _max=MAX(DynamicDimensionTable[End]) RETURN

IF(MAX(DynamicDimensionTable[Periods]="Balance",SUM(SampleData[Amount]),CALCULATE(SUM(SampleData[Amount]),SampleData[DueDate]>=_min&&SampleData[DueDate]<=_max))

Re: Aging dates for customers

engineer_alvina — Tue, 25 Oct 2022 08:59:22 GMT

IF(MAX(DynamicDimensionTable[Periods]="Balance",SUM(SampleData[Amount]),CALCULATE(SUM(SampleData[Amount]),SampleData[DueDate]>=_min&&SampleData[DueDate]<=_max)) The highlighted part is not working its giving this error Unexpected paramater',CALCULATE(SUM(SampleData[Amount]),SampleData[DueDate]>=_min&&SampleData[DueDate]<=_max))'