Calculate Past Due Backlog Over Time

[aallman]

I have a data set that includes all line items sold, their due dates, actual ship dates, and value. I am able to calculate today's past due backlog (PDBL) by summing the value of all lines whose due date is before today but whose ship date is blank. What I want to do is to create a table that shows what the PDBL was on each day. I don't know how to do this. How can I create a table of dates and compare each line to the date in the table to say 'count me if my due date is before this day but my ship date is on or after this day'. I don't know how to create a table with dates that are not linked specifically to a date for each line item sold, because items can be counted in multiple days if they are late by multiple days. So if something was due 10/2/22 and shipped 10/4/22 I would want its value counted in both 10/3/22 and 10/4/22 of the table.

What date do I use in my output table? Do I have to somehow create a new field? Would I create a measure to reference this new date field and how do I do that? 

Here is a quick very simplified example set of data and an example of what I want my output to look like:

Example Data

Order #	Order Date	Due Date	Ship Date	Value
1	09/30/22	10/1/22	10/3/22	$5
2	10/1/22	10/2/22	10/3/22	$7
3	10/2/22	10/3/22	10/4/22	$10
4	10/2/22	10/4/22	10/4/22	$5
5	10/3/22	10/4/22	10/5/22	$5

Output Visual:

Date	Backlog Value	Backlog Count
10/02/22	$5	1
10/03/22	$12	2
10/04/22	$10	1
10/05/22	$5	1

[v-yetao1-msft · Accepted solution]

Hi @aallman 

First , you need create a date table to compare with Due date and Ship date . You can extract date from your sample data table . Create a calculated table like this :

Table 2 = CALENDAR(MIN('Table'[Due Date]),MAX('Table'[Ship Date]))

You will get a table like this :

Then create measures to return the sum and count .

Sum = CALCULATE(SUM('Table'[Value]),FILTER(ALL('Table'),'Table'[Due Date]<MIN('Table 2'[Date])&&'Table'[Ship Date]>=MIN('Table 2'[Date])))

count = CALCULATE(COUNT('Table'[Value]),FILTER(ALL('Table'),'Table'[Due Date]<MIN('Table 2'[Date])&&'Table'[Ship Date]>=MIN('Table 2'[Date])))

You will get the result you want .

Best Regards,
Community Support Team _ Ailsa Tao
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