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Hi All,
I would like to track a count of singular field coming in through Microsoft Dynamics API.
Currently I have a visual that displays a count of how many customers invoices are overdue. For debt collection and reporting purposes - is it possible to log this count daily into a table and eventually be able to display the data as a trend?
For example:
The below visual displays how many invoices are overdue on a given day. A second visual would be created to track this number dailly.
I've been unable to find anything based off other forum searches. I understand Power Bi is not designed to store data and that this should be done within sql but for the purpose of tracking one count/measure, is this doable?
Thanks in advance,
Tyler
Solved! Go to Solution.
You shouldn't need to store data daily for this analysis. You should be able to calculate the # of overdue invoices as of any date with the right DAX expression. Basically, get the count of invoices with an open/created date before the subject date and a close date that is blank or after the subject date. If additional help is needed, you can post some mock data and someone in the community can respond with a DAX expression.
Regards,
Pat
To learn more about Power BI, follow me on Twitter or subscribe on YouTube.
You shouldn't need to store data daily for this analysis. You should be able to calculate the # of overdue invoices as of any date with the right DAX expression. Basically, get the count of invoices with an open/created date before the subject date and a close date that is blank or after the subject date. If additional help is needed, you can post some mock data and someone in the community can respond with a DAX expression.
Regards,
Pat
To learn more about Power BI, follow me on Twitter or subscribe on YouTube.
@Anonymous , Based on what I got. You have daily overdue data and you want to append new data to it. for trend.
There are blog on DAX append, hope those can help
https://blog.crossjoin.co.uk/2020/04/13/keep-the-existing-data-in-your-power-bi-dataset-and-add-new-data-to-it-using-incremental-refresh/
https://www.thebiccountant.com/2017/01/11/incremental-load-in-powerbi-using-dax-union/
Please provide your feedback comments and advice for new videos
Tutorial Series Dax Vs SQL Direct Query PBI Tips
Appreciate your Kudos.
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