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Anonymous
Not applicable

Dynamic Ageing

Hi community

 

I need to create a dynamic ageing based on the date slicer (month-year)

 

e.g: I have Nov-2020 selected on my silter then I want to see ageing 30,60 and 90 days from Nov-2020 and so on accordinly with the selection made in the filter slicer.

 

These 30, 60 and 90 need to be grouped in a way that I can use in a graph on the axis.

 

The data is basic, i have the below as columns: 

Invoice dateoutstanding daysValue

 

So basically my invoice date is linked with my date table that I have Month-year in the filter and I need to age from the filter.

 

Any help would be very appreciated. thanks!

 

1 ACCEPTED SOLUTION
MFelix
Super User
Super User

Hi  @Anonymous 

 

Since you have a relationship between both tables you need to create a new measure for the total value and another one for the groups do the following:

 

  • Create a table with the groups:

MFelix_2-1611489804634.png

 

Now create the following two measures:

Days Outstanding = 
VAR Days_Outstanding =
    CALCULATE (
        DATEDIFF (
            SELECTEDVALUE ( Invoices[Invoice Date] ),
            MAX ( DimDate[Date] ),
            DAY
        ),
        CROSSFILTER ( DimDate[Date], Invoices[Invoice Date], NONE )
    )
RETURN
    IF ( Days_Outstanding > 0 , Days_Outstanding )



Total Value =
CALCULATE (
    SUM ( Invoices[Value] ),
    CROSSFILTER ( DimDate[Date], Invoices[Invoice Date], NONE ),
    FILTER (
        ALLSELECTED ( Invoices[Invoice Date] ),
        Invoices[Invoice Date] <= MAX ( DimDate[Date] )
            && [Days Outstanding] <= MAX ( 'Grouping'[Maximum] )
            && [Days Outstanding] >= MIN ( 'Grouping'[Minimum] )
    )
)

 

Now you can use both these measure and the groups table to do the charts and visualizations:

dinamic_group.gif

 

 


Regards

Miguel Félix


Did I answer your question? Mark my post as a solution!

Proud to be a Super User!

Check out my blog: Power BI em Português





View solution in original post

2 REPLIES 2
MFelix
Super User
Super User

Hi  @Anonymous 

 

Since you have a relationship between both tables you need to create a new measure for the total value and another one for the groups do the following:

 

  • Create a table with the groups:

MFelix_2-1611489804634.png

 

Now create the following two measures:

Days Outstanding = 
VAR Days_Outstanding =
    CALCULATE (
        DATEDIFF (
            SELECTEDVALUE ( Invoices[Invoice Date] ),
            MAX ( DimDate[Date] ),
            DAY
        ),
        CROSSFILTER ( DimDate[Date], Invoices[Invoice Date], NONE )
    )
RETURN
    IF ( Days_Outstanding > 0 , Days_Outstanding )



Total Value =
CALCULATE (
    SUM ( Invoices[Value] ),
    CROSSFILTER ( DimDate[Date], Invoices[Invoice Date], NONE ),
    FILTER (
        ALLSELECTED ( Invoices[Invoice Date] ),
        Invoices[Invoice Date] <= MAX ( DimDate[Date] )
            && [Days Outstanding] <= MAX ( 'Grouping'[Maximum] )
            && [Days Outstanding] >= MIN ( 'Grouping'[Minimum] )
    )
)

 

Now you can use both these measure and the groups table to do the charts and visualizations:

dinamic_group.gif

 

 


Regards

Miguel Félix


Did I answer your question? Mark my post as a solution!

Proud to be a Super User!

Check out my blog: Power BI em Português





Anonymous
Not applicable

Hi Miguel

 

Thanks for your solution,

 

it worked very well for me. 

 

obrigado!

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