Accounts Receivable Aging Schedule

danextian — Sat, 18 Jan 2025 12:04:58 GMT

⚡You've been probably been, at some point, asked to build an 𝐀𝐑 𝐀𝐠𝐢𝐧𝐠 𝐒𝐜𝐡𝐞𝐝𝐮𝐥𝐞 inside Power BI 📊✨, one that allows a user to see the amount due subdivided into different aging groups at a given date. 𝘈𝘙 𝘢𝘨𝘪𝘯𝘨 𝘪𝘴 𝘶𝘴𝘦𝘧𝘶𝘭 𝘪𝘯 𝘥𝘦𝘵𝘦𝘳𝘮𝘪𝘯𝘪𝘯𝘨 𝘵𝘩𝘦 𝘢𝘭𝘭𝘰𝘸𝘢𝘯𝘤𝘦 𝘧𝘰𝘳 𝘥𝘰𝘶𝘣𝘵𝘧𝘶𝘭 𝘢𝘤𝘤𝘰𝘶𝘯𝘵𝘴 𝘢𝘴 𝘸𝘦𝘭𝘭 𝘢𝘴 𝘪𝘯 𝘦𝘴𝘵𝘪𝘮𝘢𝘵𝘪𝘯𝘨 𝘵𝘩𝘦 𝘢𝘮𝘰𝘶𝘯𝘵 𝘵𝘰 𝘣𝘦 𝘸𝘳𝘪𝘵𝘵𝘦𝘯 𝘰𝘧𝘧. And you wondered if it could be done or if it was even possible. 💡

IT IS POSSIBLE!

In this sample report:

👉The age adjusts according to the slicer selection and is not static.

👉The visuals can be filtered down to a specific age range.

👉The balance can be drilled down to a specific invoice.

👉The colum headers that are visible change in response to the selected month (tab2).

Note:

●Data is randomly generated using Power Query so the numbers might not make sense.

●A slicer is used to change the fill color of the shapes and not bookmarks.

Tutorial -https://www.youtube.com/watch?v=FCqwP8I59kQ
Sample PBIX (over 200 MB) - https://onedrive.live.com/?authkey=%21AJdqEmgKHU3%2D2Xk&id=5F8ED775D41B4AAC%2120480&cid=5F8ED775D41B4AAC&parId=root&parQt=sharedby&o=OneUp

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Re: Accounts Receivable Aging Schedule

shane149 — Fri, 26 Jul 2024 13:23:51 GMT

How many transactions is the AR table? Just wondering how you were able to do it (aggregation, iteration, etc.) and if the report slows down if the AR of a company is massive amounts of data.

Re: Accounts Receivable Aging Schedule

OmarB85 — Thu, 26 Sep 2024 23:27:58 GMT

I really wish to see a tutorial on this.

Re: Accounts Receivable Aging Schedule

Mohamed_007 — Mon, 29 Sep 2025 21:41:54 GMT

Hi danextian ,I appreciate if Could You Please Share the PBIX:

Re: Accounts Receivable Aging Schedule

danextian — Thu, 21 Nov 2024 23:23:00 GMT

Hi Mohamed_007,

The link is on my YouTube channel - https://youtu.be/FCqwP8I59kQ

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