Create Aging Bucket. - formula help.

[Anonymous]

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

[v-qiuyu-msft · Accepted solution]

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 

[Kisame01]

Hi,

This is a great example, but is there a way around this in Direct Query

Thanks a million?

[Anonymous]

HI Qiuyun,

This is exactly what I am looking for, and thanks for sharing more than one solutions.  Good to learn both.   🙂

Thank you!!

Flora