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AG1902
New Member

Calculating difference in total overdue for ranked customer names

Hi All,

 

I am just working on a weekly accounts receivables report. My dataset contains information about customers from different regions and entities and AR balances for those customers as of every Monday.
In my report I put a summary table which allows for quick scanning - it shows Top 5 debtors + OTHER (for a given Monday I rank all customers by total overdue amount and if the ranking <= 5 then customer name is displayed, otherwise I put everything into "OTHER" category - please see first picture).
Users are able to choose a specific date for which they want to see the debtors ranking and total overdue balances. I have been also asked to add a column with a change in total overde (this vs previous week). I have created a measure to show the delta but unfortunately when I put it into my table, more than 5 debrors for every region appear (I get top 5 debtors for this week and those who ARE NOT in top 5 this week but were on the top positions last week). 
I tried to make a workaround in a measure to not display those names (please see second picture) but it does not work - the total change for a given region is not the sum of the top 5 debtors + other.
Do you have any ideas how to solve this?
Thanks in advance for your help!

AG1902_0-1664440856332.png

 

AG1902_1-1664440886829.png

 



1 REPLY 1
v-jayw-msft
Community Support
Community Support

Hi @AG1902 ,

 

Please share some sample data so that we could test the formula.

 

Best Regards,

Jay

Community Support Team _ Jay
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