Forum Discussion
Create a report for payment terms update
Hello community,
This is my first post, I apologize beforehand if this is in a wrong screen.
I have recently update the payment terms for all my suppliers and my management is asking for report where we can see the trend of all the one who accept and the ones who doen't and how this is translated to a cashflow efficiency. can someone can give me a tip to create this report? or how to clean the data?
Regards
Hello Anonymous ,
Follow below steps to achieve it:
1. Create a table in the datasource with all the required columns like Supplier, Region, Category, Sub-Category, Accepted/Rejected etc as per the attributes in your data.
2. Then in the Accepted/Rejected column fill information as 1 and 0 where 1-Accept and 0-Reject
3. Load data in Power BI Desktop
4. Create two measures:
>> Accepted = Calculate(Count(Accepted/Rejected),Filter(Table,Accepted/Rejected = 1))
>> Rejected = Calculate(Count(Accepted/Rejected),Filter(Table,Accepted/Rejected = 0))
5. Created a clustered column chart or bar chart depends on your suppliers count and also you can try line chart to show the differece betwwen accepted and rejected.
If this post helps, then please consider accepting it as the solution to help other members find it more quickly. Thank You!!
1 Reply
- Kishore_KVN
Solution Sage
Hello Anonymous ,
Follow below steps to achieve it:
1. Create a table in the datasource with all the required columns like Supplier, Region, Category, Sub-Category, Accepted/Rejected etc as per the attributes in your data.
2. Then in the Accepted/Rejected column fill information as 1 and 0 where 1-Accept and 0-Reject
3. Load data in Power BI Desktop
4. Create two measures:
>> Accepted = Calculate(Count(Accepted/Rejected),Filter(Table,Accepted/Rejected = 1))
>> Rejected = Calculate(Count(Accepted/Rejected),Filter(Table,Accepted/Rejected = 0))
5. Created a clustered column chart or bar chart depends on your suppliers count and also you can try line chart to show the differece betwwen accepted and rejected.
If this post helps, then please consider accepting it as the solution to help other members find it more quickly. Thank You!!