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esegovia
Frequent Visitor

Highlight rows with similar amounts within a certain % difference

I am trying to create an accounts receivable report that highlights rows with similar "Current" amounts for each ID number to indicate an audit check.  

 

The payers will be prefiltered to either "Private Pay" or "Personal Portion".  "Current" is a calculated measure based on aging buckets. 

 

For the ID number with highlight amounts in the screenshot below, I've highlighted the amounts that should be within 1% difference to be considered flagged. Assume one amount is a credit in parentheses and the other is a debit or a positive number.   Does anyone have any DAX code suggestions that could get me started?

 

Capture.PNG

 

 

6 REPLIES 6
v-jiascu-msft
Microsoft Employee
Microsoft Employee

Hi @esegovia,

 

Could you please mark the proper answer if it's convenient for you? That will be a help to others.

 

Best Regards!
Dale

Community Support Team _ Dale
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
v-jiascu-msft
Microsoft Employee
Microsoft Employee

 Hi @esegovia,

 

Maybe you could try this measure. 

1. [Current] is the measure that already exists;

2. "COUNT ( 'table'[PayerName] ) = 2" means there are two payers;

3. The formula of percentage can be adjusted.

 

flag =
IF (
    COUNT ( 'table'[PayerName] ) = 2,
    IF (
        ABS (
            CALCULATE ( [Current], 'table'[PayerName] = "Personal Portion" )
                - CALCULATE ( [Current], 'table'[PayerName] = "Private Pay" )
        )
            / CALCULATE ( [Current], 'table'[PayerName] = "Personal Portion" )
            <= 0.1,
        1,
        0
    ),
    0
)

Best Regards!

Dale

Community Support Team _ Dale
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
GilbertQ
Super User
Super User

Hi there, so you are looking for a DAX measure which will effectively divide the ($970.00) by the $982.00 for the ID Number 5208?




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Power BI Blog

Correct. 

Hi @esegovia

 

Would this not solve your issue with the measures below.

 

Personal Portion = CALCULATE(SUM('Table2'[Current]),'Table2'[PayerName] = "Personal Portion")

Private Pay = CALCULATE(SUM('Table2'[Current]),'Table2'[PayerName] = "Private Pay")

% Difference = DIVIDE([Personal Portion],[Private Pay])

And then if you put this into a table with the ID I got the following output?

 

A-PBI Community.png





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Proud to be a Super User!







Power BI Blog

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