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ngomes
Helper II
Helper II

Group documents in a matrix table

hello everyone once again

I'm trying to build a table of pending payment documents, grouped by overdue (Total Receivable Overdue) and not overdue (Total Receivable Expiring).

I need your help to create a way to group these documents by Total Receivable Overdue and Total Receivable Expiring

 

REPORT EXAMPLE

example table:

Table.jpg

 

I created a measure for the group

 

Group =
Var Group = [Overdue?]
return
IF( Group ="Yes", "Total Receivable Overdue", "Total Receivable Expiring")

The due days of the documents are calculated by a maximum date that I indicate in a filter

MAXDATE.jpg

Days Expired =
Var difference = DATEDIFF(max(Client[due date]), [Date Max], DAY)
return
difference

 

The max date formula

Date Max = MAX('Calendar'[Date])
 
Can anyone help me group documents by Total Receivable Overdue and Total Receivable Expiring?
2 REPLIES 2
amitchandak
Super User
Super User

@ngomes , Grouping means do you want to use that in the group by/row/column/axis. If yes you need dynamic segmentation

 

refer this example - is hows how deal with such measures

Customer Retention with Dynamic Segmentation, New/Lost/Retain Customer Count: https://www.youtube.com/watch?v=W4EF1f_k6iY

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Good afternoon

I want to group by row, in this example I will have only two groups
1- Total Overdue Receivable
2- Total Receivable to Expire

thanks

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