Super UserAccounts Receivable Aging Schedule
โกYou've been probably been, at some point, asked to build an ๐๐ ๐๐ ๐ข๐ง๐ ๐๐๐ก๐๐๐ฎ๐ฅ๐ inside Power BI ๐โจ, one that allows a user to see the amount due subdivided into different aging groups at a given date. ๐๐ ๐ข๐จ๐ช๐ฏ๐จ ๐ช๐ด ๐ถ๐ด๐ฆ๐ง๐ถ๐ญ ๐ช๐ฏ ๐ฅ๐ฆ๐ต๐ฆ๐ณ๐ฎ๐ช๐ฏ๐ช๐ฏ๐จ ๐ต๐ฉ๐ฆ ๐ข๐ญ๐ญ๐ฐ๐ธ๐ข๐ฏ๐ค๐ฆ ๐ง๐ฐ๐ณ ๐ฅ๐ฐ๐ถ๐ฃ๐ต๐ง๐ถ๐ญ ๐ข๐ค๐ค๐ฐ๐ถ๐ฏ๐ต๐ด ๐ข๐ด ๐ธ๐ฆ๐ญ๐ญ ๐ข๐ด ๐ช๐ฏ ๐ฆ๐ด๐ต๐ช๐ฎ๐ข๐ต๐ช๐ฏ๐จ ๐ต๐ฉ๐ฆ ๐ข๐ฎ๐ฐ๐ถ๐ฏ๐ต ๐ต๐ฐ ๐ฃ๐ฆ ๐ธ๐ณ๐ช๐ต๐ต๐ฆ๐ฏ ๐ฐ๐ง๐ง. And you wondered if it could be done or if it was even possible. ๐ก
IT IS POSSIBLE!
In this sample report:
๐The age adjusts according to the slicer selection and is not static.
๐The visuals can be filtered down to a specific age range.
๐The balance can be drilled down to a specific invoice.
๐The colum headers that are visible change in response to the selected month (tab2).
Note:
โData is randomly generated using Power Query so the numbers might not make sense.
โA slicer is used to change the fill color of the shapes and not bookmarks.
Tutorial -https://www.youtube.com/watch?v=FCqwP8I59kQ
Sample PBIX (over 200 MB) - https://onedrive.live.com/?authkey=%21AJdqEmgKHU3%2D2Xk&id=5F8ED775D41B4AAC%2120480&cid=5F8ED775D41B4AAC&parId=root&parQt=sharedby&o=OneUp
4 Replies
How many transactions is the AR table? Just wondering how you were able to do it (aggregation, iteration, etc.) and if the report slows down if the AR of a company is massive amounts of data.
I really wish to see a tutorial on this.
Hi danextian ,I appreciate if Could You Please Share the PBIX:
- danextian
