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DJKole's avatar
DJKole
Frequent Visitor
11 months ago
Solved

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

  • 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)

     

     

  • DJKole's avatar
    DJKole
    Frequent 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?

     

    • Cookistador's avatar
      Cookistador
      Super 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."