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Svenvdk
New Member

Exposure forecast

Hello everyone,

 

My Power BI dashboard includes a table with 12.000 rows of invoices and includes the following columns: debtor name, invoice number, invoice amount, invoice date, expected day of payment of the invoice.

 

With these variables, I want to create a graph in my dashboard which shows the future exposure for the upcomming 2 years of the outstanding invoices per debtor. The exposure is determined by the invoice date and amount and the expected day of payment of the invoice.

 

I'm not able to create a graph to display the exposure forecast per debtor. At first instance, I created a calender table, and calculated the exposure per day based on the invoice dates and expected day of payments. On total level, it was possible to get the exposure, but I'm not able to filter on debtor level...

 

I believe the reason for this is the relationship between both tables... I created a reationship between the table with invoices and the calender table, but I can only make 1 relationship between the invoice date / expected day of payment and the calender date from my calender table. When I filtered on debtor level, I didn't get the correct exposure levels on debtor level.

 

I'm not sure whether it's really necesarry to create a calender table to visualize the exposure forecast, but I've no idea how to create such an exposure forecast...

 

Is there anyone who has a good idea or who had the same problem?

 

kind regards,

Sven van de Kerkhof

1 REPLY 1
some_bih
Super User
Super User

Hi @Svenvdk your debtor is customer, right? If yes, to leverage full PowerBI star schema is best to use. It could be that you did relationship, but maybe duplicates (keys) are not ok or it is so next step is measure.On the link you can find tutorial https://learn.microsoft.com/en-us/power-bi/transform-model/desktop-tutorial-create-measures and for Star schema https://learn.microsoft.com/en-us/power-bi/guidance/star-schema 

I hope this help





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