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CFink15's avatar
CFink15
Regular Visitor
5 years ago
Solved

Calculating Student Tuition Balance

Hello,

 

I am working on a dashboard linked to our student billing system that administrators can use to track outstanding student tuition balances. The dashboard updates with live information from the billing system. What I'd like to be able to do is have several pages based on different criteria (international students, dorm residents, and others), and only show students who have outstanding balances (i.e. balances greater than $0).

 

I've tried the following:

1) Merge billing data query with itself to aggregate Billing Amount by Student ID

  • This is not feasible because once the queries are merged, the new column is static and does not update when new billings are entered into the system

2) "Totals" quick measures - Billing Amount as Base value, Student ID as Category/Field

  • Accumulates total of entire student population rather than accumulating by individual student

3) Added a Matrix visualization with Student ID as rows and Billing Amount as values

  • When I apply a filter Billing Amount > 0, it shows me all individual Billing Code lines that are greater than 0, rather than showing the grouped student balances that are greater than 0.

Here's an example of the student billing format. The Target - Student Balance is the column/measure I want to create that will allow me to filter by student balances that are greater than $0.

 

Student IDBilling CodeBilling AmountTarget - Student Balance
P000040342COCONTFEE850638
P000040342CR NELNET-212638
P000061610COCONTNON250250
P000079211COCONTFEE850987
P000079211COHLINSGR2,787987
P000079211COHLCTR650987
P000079211CRNLNTACH-3,300987

 

Any suggestions on how to add a Measure that shows balances grouped by Student ID? Thanks in advance.

  • CFink15,

     

    Try this measure:

     

    Target - Student Balance = 
    CALCULATE ( SUM ( Table1[Billing Amount] ), ALLEXCEPT ( Table1, Table1[Student ID] ) )

     

     

2 Replies

  • CFink15,

     

    Try this measure:

     

    Target - Student Balance = 
    CALCULATE ( SUM ( Table1[Billing Amount] ), ALLEXCEPT ( Table1, Table1[Student ID] ) )