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Frequent Visitor

## Aging balnace for customer

Hello,

I am a beginner.

Can't create an aging balance customer.

example:

 Customer Total balance Age balance<0 days Age balance>0 days Age balance 0-15 days Age balance 16-30 days Age balance 31-45 days Age balance 49-999 days

Slicer:

year

month

day

thanks

Arturas

1 ACCEPTED SOLUTION
Solution Sage

Hi @Sarutra
Try it

``````Balance Total =
VAR balans =
CALCULATE(SUM('sales-payments'[Debet])-SUM('sales-payments'[Credit]),ALL('Calendar'[Date]))
return
IF(ISBLANK([running total_DEB]),BLANK(),
balans
)``````

__________________________________________

Thank you for your like and decision

__________________________________________

Greetings from Ukraine

To help me grow PayPal: embirddima@gmail.com
7 REPLIES 7
Frequent Visitor

Hello,

a big thank you, its work

Arturas

Frequent Visitor

Hello,

I updated the file

calculate

"Not paid infoice EUR", I no longer have a solution

Arturas

https://sarutra-my.sharepoint.com/:u:/p/powerbi/EVwnz4wKugZAsn418zX0BnoBFjvJ8EMud1N9lwK37MPQIw?e=y22...

Community Champion

Hi @Sarutra.  I looked at your file, and you're right: you can't create an aging balance for customers because your data is incomplete.  With an A/R againg analysis, you take all outstanding invoices and determine how old they are.  Unfortunately you can't determine which invoices are outstanding or not.  You would need to have some kind of status on invoices that indicates "paid" or "not paid" in order to do this correctly.

Good luck!

Frequent Visitor
Solution Sage

Hi @Sarutra
Try it

``````Balance Total =
VAR balans =
CALCULATE(SUM('sales-payments'[Debet])-SUM('sales-payments'[Credit]),ALL('Calendar'[Date]))
return
IF(ISBLANK([running total_DEB]),BLANK(),
balans
)``````

__________________________________________

Thank you for your like and decision

__________________________________________

Greetings from Ukraine

To help me grow PayPal: embirddima@gmail.com
Frequent Visitor

Hi,

"Aging balance 250-300Days" measure not work correct,maybe you can advise what to change

thank you
Arturas

https://sarutra-my.sharepoint.com/:u:/p/powerbi/EaMrK62Pf8RAsYbSfFPSG20B-GeXoJnow2Q06JQFO6HppQ?e=H4a...

Community Champion

@Sarutra I apologize for not expanding on this earlier, but I'd like to explain why the first out, first paid model doesn't quite work.

Picture you credit card bill...

 Date Vendor Amount Description 2-Jan Apple \$30 Apple Music, iCloud 3-Jan McDonalds \$8.50 Breakfast 4-Jan McDonalds \$8.50 Breakfast 5-Jan ABT \$1,200 Dryer 6-Jan McDonalds \$8.50 Breakfast 7-Jan McDonalds \$8.50 Breakfast 8-Jan Drizzly \$40 Friday booze

Except you didn't order a dryer from ABT on January 5th.  You're not going to pay that.

It's no different for for employer/client.  They're going to want matching of Purchase Order, Proof of Delivery and Invoice.  If you're simply paying down oldest invoice first without regard to whether that invoice is approved for payment, it's not going to be received well.

You need to have some kind of indicator for specific invoices and approved for payment.  It's not quite as simple as the proposed solution suggests.

I have a degree in accounting so I know what I'm talking about 😉

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