Forum Discussion
AR Daily Aging Matrix
Hello,
I have a daily AR Report coming into PowerBI that has a seperate column for each aging bucket. (See below)
I'm trying to setup a Matrix where the Rows are Company > Aging Buckets and the Columns are each day so you can see the trend as the balance moves. Here is an example in Excel:
If I add the Aging Buckets to the Rows in the Matrix, it just has the totals
Thanks for your help
Switching the date display in a matrix visual is a common task in Power BI. The message you've provided is a good start, but it can be improved for clarity and conciseness. Here are a few improved versions, from a simple, direct fix to a more detailed explanation.
Version 1: Simple & Direct
To change the date display, go to the Visualizations pane.
Click the arrow next to your date field and select the standard date field instead of the "Date hierarchy."
3 Replies
- CookistadorSuper User
Hi DJKole
The issue is not realted to bucket, but it is because you added the total(the value in $) in the rows instead of values (in your matrix visual)
- DJKoleFrequent Visitor
Thanks, I got it to work by switching that. But the columns for Day are formatted just as a number, do you know how I can get to show September 1, 2025, August 30, 2025, etc. and in order?
- CookistadorSuper User
Switching the date display in a matrix visual is a common task in Power BI. The message you've provided is a good start, but it can be improved for clarity and conciseness. Here are a few improved versions, from a simple, direct fix to a more detailed explanation.
Version 1: Simple & Direct
To change the date display, go to the Visualizations pane.
Click the arrow next to your date field and select the standard date field instead of the "Date hierarchy."