Forum Discussion

bouyazbekj's avatar
bouyazbekj
Helper I
7 years ago
Solved

Help: AR aging graph

Hello, 

 

I am new to power BI and trying to create a useful graph to show again per customer in a graph. So essentially 1 bar per customer and the bar total is the total amount broken down into 0-30 section, 30-60 section, and 90+ section.  I have data currently in a table that has invoice number, customer name, invoice date, due date, and amount. I also want to be able to hover over each section of the bar and get a quick pop up showing total $ and # of invoice. Can anyone help me out. I attached a snap shot of the table that i have. 

[IMG]http://i67.tinypic.com/24g1w9e.png[/IMG]

  • parry2k's avatar
    parry2k
    7 years ago

    bouyazbekj add new column in model for aging days, 

     

    Aging Days = 
    VAR days = DATEDIFF( Table2[Due date], TODAY(), DAY )
    RETURN
        SWITCH ( TRUE(),
        days >= 91, "90+ Days",
        days >= 60, "60 - 90 Days",
        days >= 30, "30 - 60 Days",
        "0 - 30 Days")

    On stacked bar chart, add customer on x-axis, aging days as legend and amount outstanding as value and you will get the chart

     

     

3 Replies

    • bouyazbekj's avatar
      bouyazbekj
      Helper I

      Hi Greg, 

       

      Sorry about that. Can you work with something like this?

       

      CustomerInvoiceInvoice dateDue dateAmount outstanding
           
      Forge1152115/5/201809/06/2018 $                    83,000.00
      Dinerian1156023/05/201815/06/2018 $                    23,000.00
      CPG1157031/05/201818/06/2018 $                    12,562.00
      CPG 1159013/06/201812/07/2018 $                    12,578.00
      Cenovous1166611/07/201802/08/2018 $                    93,215.00
      ARC1167212/07/201805/08/2018 $                    22,188.00
      ARC1169017/08/201801/09/2018 $                      2,369.00
      ECA1177827/08/201818/09/2018 $                    21,248.00
      ARC1177927/08/201813/09/2018 $                          698.00
      ECA1190001/09/201829/08/2018 $                      2,248.00
      ARC1120031/10/201824/11/2018 $                    24,548.00
      BTE1355431/10/201826/11/2018 $                      2,266.00
      BTE1269731/10/201830/11/2018 $                    88,963.00
      ARC1235830/9/201801/10/2018 $                      9,948.00
      ECA1588525/10/201816/11/2018 $                    14,488.00
      FRA160152/12/201822/12/2018 $                    15,458.00
      • parry2k's avatar
        parry2k
        Super User

        bouyazbekj add new column in model for aging days, 

         

        Aging Days = 
        VAR days = DATEDIFF( Table2[Due date], TODAY(), DAY )
        RETURN
            SWITCH ( TRUE(),
            days >= 91, "90+ Days",
            days >= 60, "60 - 90 Days",
            days >= 30, "30 - 60 Days",
            "0 - 30 Days")

        On stacked bar chart, add customer on x-axis, aging days as legend and amount outstanding as value and you will get the chart