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babyjb123
Helper II
Helper II

Calculate the sum of payment amount between to dates

Hi all,

 

I am creating a open amount history report. The user wants to know the open amount at the specific date. For a selected date(selected from slicer), I want to find out the sum of the payment amount which the selected date are between invoice date and check date. Currently I linked the date from date table to invoice date in AP table, i don't think it is right. I am thinking if I should scaffold the date with all AP record, that is huge calculation. Can anyone help me out?

 

Thank you in advance!

 

babyjb123_2-1681843254010.png

 

babyjb123_0-1681842862628.png

babyjb123_3-1681843689596.png

 

 

 

1 REPLY 1
tamerj1
Super User
Super User

Hi @babyjb123 

please try

=
SUMX (
FILTER (
CALCULATETABLE ( 'Account Payable History', ALL ( 'Date' ) ),
'Account Payable History'[Invoice Date] <= MAX ( 'Date'[Date] )
&& 'Account Payable History'[Check Date] >= MAX ( 'Date'[Date] )
),
'Account Payable History'[Payment Amount]
)

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