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CK1's avatar
CK1
Regular Visitor
2 years ago

Matrix Help- Cash Basis Analysis

Hey,   I am hoping someone may have run into this scenario and knows of a relatively easy way to solve this. I work in the healthcare industry and I am trying to put together an analysis to see wha...
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CK1's avatar
CK1
Regular Visitor
2 years ago

Yes, I do have a date table set up, here is a snip from the data I'm trying to include in the table. right now I have the service date field linked to the date table in a one-to many relationship. I linked the service date rather than the posted date because that will be the same dates I want to use to organize my charges. 

 

Data table: 

 

 

Date Table:

 

  • vanessafvg's avatar
    vanessafvg
    Community Champion
    2 years ago

    you will need to add another relationship between the 2 tables.  This will be between posted date and date in the date table.   The relationship will be inactive ie dashed.

     

    in order to activate that relationship in your measure ie payments you just point to the inactive date relationship by using the userelationship function.

     

    so it would look something like this (after creating the additional relationship)

    payment by service date =
    SUM ( table[payments] )

    payments by payment date =
    CALCULATE (
    [payments by service date],
    USERELATIONSHIP ( table[postedDate], date[Date] )
    )

    then when you plot your date from the date table, it will bring back both measures plotted on the same date.