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Arsene1983
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Daily balance

Hello,

I have the data set with invoice details. In the data set I have an issue date, term of payment and invoice close date.

Arsene1983_0-1648111022315.png


I need to prepere a chart tahat will show the balance of invoices on each day (from the min invoice issue date till today) together with information if the invoice is overdue or not.

 

Arsene1983_1-1648111051247.png

What is the best parctise to do such analysis?
Additional question - is it possible to attach the xlsx file in this message?

Regards 

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amitchandak
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@Arsene1983 , Check are you looking something like active employee

https://community.powerbi.com/t5/Community-Blog/HR-Analytics-Active-Employee-Hire-and-Termination-tr...

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@amitchandak  thanks for the inspiration! It's my veryfirst day with powerBI so I appreciate any help. Your solution works somehow but I have problem with it.

1. It does not include the information about payment status (if invoice is overdue or not)

2. The dax formula is complex and I'm afraid if I need more advanced measure it becomes more ambiguous

3. I need to have the payment status (overdue/ in time) as a dimmenssion rather.

 

What do you think about that:

1. Create the new column key in the Fact table, key consist of 3 columns (ISSUE_DATE, PAYMENT_DATE, SETTLEMENT_DATE)

2. Create a bridge table, or link table, whatever, and in that table I only keep the key, dates and the new column REF_DATE that will show all dates that the key is valid

3. Join those Bridge table with Fact table on the key column  (many-to-many reletion)

4. Create calendar table and Join with Bridge table on the REF_DATE (one-to-many relation)

 

So my final data model will look like this:

Arsene1983_0-1648122841814.png

 

My measures would be simplified, I can use all time intelligence functions. The only issue is the many-to-many relation (I've read it should be avoided) Do you think this may work, or I will have problems with this kind of model?

 

 

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