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bouyazbekj
Helper I
Helper I

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]

1 ACCEPTED SOLUTION

@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

 

 



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3 REPLIES 3
Greg_Deckler
Community Champion
Community Champion

If you can paste that sample data as text that would be great. I don't want to type all that. Please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490



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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

@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

 

 



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

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