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Maartenvdl
Regular Visitor

How to make a measure to check whether the invoiceamount is outstanding on a specific date

Hi Community,

 

I am very new here and I am looking into Power Bi for just 2 months.

Now, I want to make a measure to check what amount is outstanding on a specific date.

 

I already made a table with dates in it to use in my measure. Let me explain clearly what I want.

4 tables /collumns are important.

 

- (Invoice[invoiceamount])

- (Invoice[Processingdate]) is the date when the invoice is booked, and from that moment outstanding

- (Invoice[Paydate]) date when the is voice is paid.

 

The time between the Processingdate en Paydate is the time when de invoice is outstanding.

 

Now I would like to make a measure to see the total outstanding amount for the last 2 years. I would like to have the posiblity to see it per day, month, quarter, etcetera

 

I hope it's clear.

 

Thank you in advance for the comments!

 

 

2 REPLIES 2
v-yulgu-msft
Microsoft Employee
Microsoft Employee

Hi @Maartenvdl,

 

You should first create a calculated column to get the time between the Processingdate and Paydate.

Diff=DATEADD(Invoice[Processingdate],Invoice[Paydate],DAY)

 

You need a calendar table which is related to your Invoice table based on [Processingdate]. 

DimDate=CALENDAR(DATE(2014,1,1),DATE(2017,12,31))

 

Then, the measure to get the total outstanding amount for the last 2 years is similar to:

TOTAL amount=CALCULATE(SUM(Invoice[invoiceamount]), <Filter expression>)

 

For how to filter, please provide more description about "whether the invoiceamount is outstanding". I guess you used a slicer to choose a specific date. Please post some sample data and show us your desired output. 

 

Regards,

Yuliana Gu

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Aron_Moore
Solution Specialist
Solution Specialist

Maybe my similar post could help.

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