Forum Discussion
Creating an Aging Bucket
Hello all,
I am new to PowerBI and am looking to create an AR Aging bucket. I have pulled all the relevant information from our SQL server, but cannot figure out how to create calculate columns based on the net_due_date field.
We are looking to create 30, 60, 90, and over 90 day aging buckets for reporting that would pull the amount_remaining field to the appropriate buckets based on age.
What would the formulas look like to create these buckets?
Below are the current fields that I have for the table.
Anonymous what is your definition for "age"? If it is net_due_date - invoice_date, then a calculated columns something like below might work:
Age_Bucket = VAR _Age = DATEDIFF('Table'[invoice_date],'Table'[net_due_Date], DAY) VAR _Result = SWITCH( TRUE(), _Age < 30, "0-30 days", _Age >= 30 && _Age < 60, "30-60 days", _Age >= 60 && _Age < 90, "60-90 days", _Age >= 90, "90+ days" ) Return _Result
3 Replies
Anonymous what is your definition for "age"? If it is net_due_date - invoice_date, then a calculated columns something like below might work:
Age_Bucket = VAR _Age = DATEDIFF('Table'[invoice_date],'Table'[net_due_Date], DAY) VAR _Result = SWITCH( TRUE(), _Age < 30, "0-30 days", _Age >= 30 && _Age < 60, "30-60 days", _Age >= 60 && _Age < 90, "60-90 days", _Age >= 90, "90+ days" ) Return _ResultHi,
We can use the CALCULATE() and FILTER() functions in a calculated column formula to get your desired result. I can offer more help if you share the link from where i can download your PBI file.
ebeery, Thanks so much for the Age_Bucket code. It works great!
