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bzjens's avatar
bzjens
Frequent Visitor
4 years ago

Dynamic Receivables aging

Hi,   I have spent a few days trying to find a solution here, and I cannot find a post in here that sets me in the right direction.   I have a list of invoices from our accounting system with the...
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bzjens's avatar
bzjens
Frequent Visitor
4 years ago

Hi TheoC 

 

Thanks for replying!

I think I will have trouble using calculated columns as I'm aggregating over rows based on dates in the slicer

(To have my chart showing i.e. month by month)

 

But Greg's post is likely the way to go.

Thanks for sending me in that direction!

 

Børre

TheoC's avatar
TheoC
Community Champion
4 years ago

bzjens absolutely mate. No trouble at all.

 

If it's not exactly what you were after, you may be able to achieve the outcome you're wanting by adjusting your SUMs to SUMXs. For example:

 

amountRemaining = IF(MIN(Invoices[dueDate]) < MIN('Calendar'[Date]) &&
    MAX('Calendar'[Date]) > MIN(Invoices[datePaid]), 
    SUMX('Invoices' , Invoices[invoiceAmount]) - SUMX('Invoices' , Invoices[amountPaid]), SUMX('Invoices',Invoices[invoiceAmount]))

 

Let me know either way!

 

Theo 🙂