Dynamic calculations basis Date selection

[Anonymous]

Objective:- Dynamic calculations basis Date selection

Requirement :- Categorise all transactions basis difference between selected date and Due Date of Transaction into different buckets as below

- 31-60 : if date difference between selected date and Due Date is >30, categorise it as "31-60"

- 1-30 : if date difference between selected date and Due Date is between 1-30, categorise it as "1-30"

- Current : if date difference between selected date and Due Date is <= 0, categorise it as "Current"

Create a 100% stacked bar, showing bucket-wise Net Amount

Scenario :- Date selected - 31/01/19

Refer this data

[amitchandak]

@Anonymous , where is Due Date ?

You can have a measure like this keep the smaller date before

Days = datediff(Selectedvalue(Date[Date]), max(Table[Due Date]), day)

Need a context to sum or Avg

Sumx(values(Table[Customter]),[Days])

For bucket refer my video on dynamic segmentation : https://www.youtube.com/watch?v=CuczXPj0N-k

[Anonymous]

Sorry my bad, mentioned the wrong dataset

[v-janeyg-msft · Accepted solution]

Hi, @Anonymous 

It’s my pleasure to answer for you.

According to your description, I think you can create a calendar table to filter date, then create three similar measures,put them in 100% stacked bar chart.

Like this:

1-30 = 
SUMX (
    FILTER (
        ADDCOLUMNS (
            'Table',
            "age",
                VAR selecteddate =
                    SELECTEDVALUE ( 'Table 2'[Date] )
                VAR duedate =
                    IF ( [Due Date] = BLANK (), TODAY (), [Due Date] )
                RETURN
                    SWITCH (
                        TRUE (),
                        duedate - selecteddate > 30, "31-60",
                        duedate - selecteddate >= 0
                            && duedate - selecteddate < 30, "1-30",
                        duedate - selecteddate < 0, "Current",
                        BLANK ()
                    )
        ),
        [age] = "1-30"
    ),
    [Net Amount]
)

Here is my sample .pbix file.Hope it helps.

If it doesn’t solve your problem, please feel free to ask me.

Best Regards

Janey Guo

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[themistoklis]

@Anonymous 

In a new column add the following formula to create the groups.

Then on the chart add the column and the net amount 

Column = 
var _selecteddate = SELECTEDVALUE('Calendar'[Date])
return
SWITCH (
    TRUE (),
    'Table'[Due_date] - _selecteddate > 30, "31-60",
    'Table'[Due_date] - _selecteddate >= 0 && 'Table'[Due_date] - _selecteddate < 30 , "0-30",
    'Table'[Due_date] - _selecteddate < 0, "Current",	
    BLANK()
)