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cvill24's avatar
cvill24
Frequent Visitor
6 years ago

Accounts Payable Paid

I have a dim table that includes 50 vendor#/vendor names that I want to keep track of and see if we have paid their invoice each month. I have that dim table merged to a fact table based on vendor# that includes paid amount, date of paid amt, description of paid amt. I'd like to use PowerBi and be able to filter on a month and then it list the vendors that haven't paid for that month and those that have paid for that month. I need help with the DAX formula to do this. 

4 Replies

  • cvill24 

    I think it requires more information on tables, they column they have etc. But except can help

    https://docs.microsoft.com/en-us/dax/except-function-dax

     

    Assume we have only 50 vendors in vendor and all need to payed every month. Take vendors from dim and subtract vendors coming from payment. As payment will have the filter from the page. summarize should take it

    except(distinct(All(Vendor[ID])),summarize(payment,payement[vendor_id])

     

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  • cvill24's avatar
    cvill24
    Frequent Visitor

    Vendors to keep Track of:                                           

    Vendor #    Vendor Name

    1                   Pepsi

    2                   McDonalds

    3                    Walmart

     

    Transactions Table

    Vendor#      Vendor Name      Date Paid      Paid Amt

    6                      Amazon              1-15-20          50

    1                      Pepsi                   1-16-20          10

    7                      Target                  1-16-20          20

    3                      Walmart               1-20-20          100

    8                      Westar                 1-20-20           40

     

    I'd like to filter on January and it show

    Vendor # Vendor Name     Status
    1 Pepsi                                Paid    
    2 McDonalds                      Not Paid
    3 Walmart                           Paid