Forum Discussion
Create Aging Bucket. - formula help.
Hi Power BI gurus,
I am farily new to Power BI, might ask some simple questions, but please kindly help! :)
I am trying to create couple new fields related to Aging bucket ( Account receivable)
1. Days Past Due: is the days difference between report date and due date, I simply used the folumar = 1.0* ([Report Date]-[due date]), and it works..
2. then I want to create a categorical field - Aging bucket with an conditonal formular, please see below. The questions is that it won't let me to add “AND" logic in one single condition. For example, if date_diff is greaten then 1 AND also less then 30, then "1-30Days".
Over all, I am looking for this field with logic:
- if date_diff less then 1, then "current", elseif Date_Diff>1 and also <30 then "1-30 Days"; elseif Date_Diff>31 and also <60 then "31-60 Days".... etc.
In additon, is there other ways to create the measure instead of using the conditonl column? I am not very familiar with writing formula.. if someone could further advise, I really appericate it.
Thank you,
Flora
Hi Anonymous,
You can create a custom column in Query Editor use Power Query below:
=if [date_diff] <=1 then "current" else if [date_diff] > 1 and [date_diff] <30 then "1-30 Days" else if [date_diff]>= 30 and [date_diff] < 60 then "31-60 Days" else null
To create a measure, we need to back to report level use DAX.
Measure = IF(MAX([date_diff]) <=1 , "current",IF( MAX([date_diff]) > 1 && MAX([date_diff])<30, "1-30 Days",IF(MAX([date_diff])>= 30 && MAX([date_diff]) < 60, "31-60 Days", BLANK())))
You can downlaod attached pbix file to have a look.
Best Regards,
Qiuyun Yu
3 Replies
Hi Anonymous,
You can create a custom column in Query Editor use Power Query below:
=if [date_diff] <=1 then "current" else if [date_diff] > 1 and [date_diff] <30 then "1-30 Days" else if [date_diff]>= 30 and [date_diff] < 60 then "31-60 Days" else null
To create a measure, we need to back to report level use DAX.
Measure = IF(MAX([date_diff]) <=1 , "current",IF( MAX([date_diff]) > 1 && MAX([date_diff])<30, "1-30 Days",IF(MAX([date_diff])>= 30 && MAX([date_diff]) < 60, "31-60 Days", BLANK())))
You can downlaod attached pbix file to have a look.
Best Regards,
Qiuyun YuHi,
This is a great example, but is there a way around this in Direct Query
Thanks a million?
