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meski's avatar
meski
Frequent Visitor
8 years ago
Solved

Aggregating measure based on dates

Hi

 

I am working with invoice level data but am trying to create a measure which applies conditions at the aggregated customer level within a period. Example below shows invoice $ by customer and from this I am trying to count how many customers are within terms (ie assessing all the outstanding invoices for the period and determining that total overdue =0 at a customer level - refer boxed column).  My attempts so far haven't been able to get past the row context so each invoice is being evaulated but am sure it's more straightforward than I'm making it in my head. 

 

Help much appreciated.  Thanks in advance!

 

  • If you look at the PBIX file I loaded, I add both.

     

    The first is a calculated column to the 4 column table

     

    Within Terms = IF('Table1'[Overdue]=0,"Y","N")

6 Replies

  • Phil_Seamark's avatar
    Phil_Seamark
    Microsoft Employee

    Hi meski

     

    Is the sample data an example of what you have in a data table?  Or is this summarized from another table?

  • meski's avatar
    meski
    Frequent Visitor

    Hi Phil - this is a simplified representation of fact table data which is transactional, by calendar date and keyed to many other dimensions.  Thx

      • meski's avatar
        meski
        Frequent Visitor

        Hi Phil - apologies, I haven't been clear.  The last 2 cols in my example are not in the source data.  The boxed column ('Within Terms @ customer level') is the result I am trying to get whereas the column 'Within Terms' is the result I am getting at present. Thx again.