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avi081265
Helper III
Helper III

Aging Analysis for different day range

Hello All,

I have Order table, I want generate to generate aging analysis. Order table has following fields

1. Order No.

2. Order creation Date

3. To be Approval Date

4. Approval Date

5. To be Deploy Date

6. To be Offline Date

 

I have created following measure and calculating days, which are working correctlu

ToApprove = Approval Date - To be Approval Date
ToDeploy = Approval Date - To be Deploy Date
ToOffline = Approval Date - To be Offline Date

 

Now I want to generate in following format.  In following table I want to show the numbers of the orders for each measure in different range.

avi081265_0-1691054957908.png

 

Please let me know how can I achieve this kind of report.  

Regards

Avian

1 ACCEPTED SOLUTION

Hi @Avian65 .
This is the steps of a simple segmentation :
1. Add a column with Dax like :

Time of execution = switch (true(),
    [Days]>=0 && [Days]<=30 , "0-30",
    [Days]>=31 && [Days]<=60 , "31-60",
    [Days]>=61 && [Days]<=90 , "61-90",
    [Days]>=91 && [Days]<=120 , "91-120",
    [Days]>=121 ,"121+")
Ritaf1983_1-1691167815005.png

2. Add a column for the sort order of your time execution on the visuals:

rank to sort = switch (true(),
    [Days]>=0 && [Days]<=30 ,1,
    [Days]>=31 && [Days]<=60 , 2,
    [Days]>=61 && [Days]<=90 , 3,
    [Days]>=91 && [Days]<=120 , 4,
    [Days]>=121 ,5)
 
Ritaf1983_3-1691168881777.png

3. Modify sort order:

Ritaf1983_4-1691168945570.png

4. Put all you need on a matrix:

Ritaf1983_5-1691169011700.png

 


Please Note :
There were some mistakes in your data, and I did not correct them.
Just wanted to show you how it works.

Link to a sample file with solution 

If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly

Regards,
Rita Fainshtein | Microsoft MVP
https://www.linkedin.com/in/rita-fainshtein/
Blog : https://www.madeiradata.com/profile/ritaf/profile

View solution in original post

12 REPLIES 12
Ritaf1983
Super User
Super User

Hi @avi081265 
You can add your calculations as calculated columns and then create simple bins for them.
please refer linked tutorial:
https://www.youtube.com/watch?v=PjHgi7X3_Bw

If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly

Regards,
Rita Fainshtein | Microsoft MVP
https://www.linkedin.com/in/rita-fainshtein/
Blog : https://www.madeiradata.com/profile/ritaf/profile

Hello Ritaf1983, I already saw this url. If you compare url you provided and my requirement, both are two different requirement. If any sample which is just like my requirement, it will be very useful for me. Avian

Hi @avi081265  the content of url is only a part of segmentation.

Please provide some sample data and i will show you how you can get yours desired table.

Regards,
Rita Fainshtein | Microsoft MVP
https://www.linkedin.com/in/rita-fainshtein/
Blog : https://www.madeiradata.com/profile/ritaf/profile

Hello

 

Can you share your email address, I will send sample data excel. Sorry I dont know how to attach excel file in this message.

Order NoStatusTO Be Approved DateApproval DateDeploy DateOffline DateDaysFormula
ABCD002Approved4/21/20236/12/2023  52Approval-To Be approved
ABCD0021Approved5/21/20235/25/2023  4Approval-To Be approved
ABCD0031Approved5/21/20235/29/2023  8Approval-To Be approved
ABCD0032Approved4/21/20239/12/2023  144Approval-To Be approved
ABCD003Deploy3/3/20235/5/20236/1/2023 27Deploy-Approve Date
ABCD004Deploy3/3/20235/5/20236/20/2023 46Deploy-Approve Date
ABCD007Offiline4/21/20236/12/2023 7/1/202311Offline - Approval Date
ABCD008Offline4/2/20235/3/2023 7/12/202370Offline - Approval Date
ABCD009Offline4/2/20235/3/2023 7/12/202370Offline - Approval Date
ABCD009Offline4/2/20235/3/2023 9/12/2023132Offline - Approval Date

Avi

@avi081265

Save it on onedrive and just share the link.

My mail is ritaf@madeiradata.com

But i highly recommend to share it here. This will give you opportunity to see more suggestions to solution

1000015246.jpg

Regards,
Rita Fainshtein | Microsoft MVP
https://www.linkedin.com/in/rita-fainshtein/
Blog : https://www.madeiradata.com/profile/ritaf/profile

Hello

 

I try to share Onedrive url, not able to share it, so I senr email to you.

 

I also added Sample file with some test account. in next thred.

 

Avian

Hi @Avian65 .
This is the steps of a simple segmentation :
1. Add a column with Dax like :

Time of execution = switch (true(),
    [Days]>=0 && [Days]<=30 , "0-30",
    [Days]>=31 && [Days]<=60 , "31-60",
    [Days]>=61 && [Days]<=90 , "61-90",
    [Days]>=91 && [Days]<=120 , "91-120",
    [Days]>=121 ,"121+")
Ritaf1983_1-1691167815005.png

2. Add a column for the sort order of your time execution on the visuals:

rank to sort = switch (true(),
    [Days]>=0 && [Days]<=30 ,1,
    [Days]>=31 && [Days]<=60 , 2,
    [Days]>=61 && [Days]<=90 , 3,
    [Days]>=91 && [Days]<=120 , 4,
    [Days]>=121 ,5)
 
Ritaf1983_3-1691168881777.png

3. Modify sort order:

Ritaf1983_4-1691168945570.png

4. Put all you need on a matrix:

Ritaf1983_5-1691169011700.png

 


Please Note :
There were some mistakes in your data, and I did not correct them.
Just wanted to show you how it works.

Link to a sample file with solution 

If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly

Regards,
Rita Fainshtein | Microsoft MVP
https://www.linkedin.com/in/rita-fainshtein/
Blog : https://www.madeiradata.com/profile/ritaf/profile

Hello,

Thanks you very much for guidance and support.

However as I mentioned in my original thread, that I have created following measure and calculating days, which are working correctl

ToApprove = Approval Date - To be Approval Date
ToDeploy = Approval Date - To be Deploy Date
ToOffline = Approval Date - To be Offline Date

want to generate in following format. In following table I want to show the numbers of the orders for each measure in different range.  Is this possible to display following matrix using 3 different measure or may be using calculated column instead of status

avi081265_0-1691173681184.png

 

Avian

Hi again @avi081265 .
First of all, happy to help 🙂
Answering  your question:
While it is possible, the process is complex and necessitates the use of virtual tables. Although in most scenarios, using measures is recommended over calculated columns. In this case, the potential benefits don't appear to justify the investment. This holds true particularly when dealing with a data source like SQL or another query, as opposed to Excel. To ensure that all calculated columns are optimized, it's advisable to perform the calculations in advance and import them into POWER BI already prepared.

If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly

Regards,
Rita Fainshtein | Microsoft MVP
https://www.linkedin.com/in/rita-fainshtein/
Blog : https://www.madeiradata.com/profile/ritaf/profile

Thank you very much for help. Can you please suggest any other sample on requirement as I mentioned earlier? 

 

Regards

Avian

Hi @avi081265 

I apologize, but I have already provided a simple, dynamic, and effective solution including a sample file.
Unfortunately, I don't have time for the complex one.

Regards,
Rita Fainshtein | Microsoft MVP
https://www.linkedin.com/in/rita-fainshtein/
Blog : https://www.madeiradata.com/profile/ritaf/profile

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