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ayana's avatar
ayana
Frequent Visitor
2 years ago
Solved

Calculated column to apply values from a different column

I'm working with debt collection data and I have a problem I hope someone can help resolve. Scenario: When there are several missed payments and a collection is made, it is applied to the oldest miss...
  • Anonymous's avatar
    Anonymous
    2 years ago

    Hi ayana 

     

    Please try creating “CreditedAmount” column with the following DAX:

    CreditAmount = 
    VAR CurrentMissedPaymentID = 'DataTable'[MissedPaymentID]
    
    VAR CumulativeCollectedAmount =
    CALCULATE(
        SUM('DataTable'[CollectedAmount]),
        FILTER(
            ALL('DataTable'),
            'DataTable'[Month] <= EARLIER('DataTable'[Month])
        )
    )
    
    VAR PreviousCumulativeMissedPmts =
    CALCULATE(
        MAX('DataTable'[CumulativeMissedPmts]),
        FILTER(
            'DataTable',
            'DataTable'[MissedPaymentID] = CurrentMissedPaymentID - 1
        )
    )
    
    RETURN
    IF(
        CumulativeCollectedAmount - 'DataTable'[CumulativeMissedPmts] >= 0,
        'DataTable'[MsdPmtAmount],
        MAX(0, CumulativeCollectedAmount - PreviousCumulativeMissedPmts)
    )

     

    Here is my test result, i hope this can meet your requirement.

     

    Best Regards,
    Jarvis Tang
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