Periodic Raceable Amount Analysis

Dear Power BI Community,

I hope this email finds you well. I am writing to request your expert help regarding the preparation of a Periodic Receivable Report in Power BI.

I am currently working on a project for my organization, and one of the key requirements is to create a report that shows the status of our receivables over a specific period of time. While I have some experience with Power BI, I am struggling to figure out the best way to structure this report and ensure that it provides the necessary insights for our stakeholders.

I would greatly appreciate any guidance or advice that you can provide in this regard. Specifically, I am looking for help with the following:

• Best practices for structuring a Periodic Receivable Report in Power BI

My Data Includes; (Invoice No- Customer Name- Delivery Date- Amount) for the month of Jan, Feb, March, and April 2023.

Now I need to create Month wise Receivable Report considering the below scenario;

• Recommended visualizations for displaying receivables data over time

If anyone in the Power BI Community has experience with creating a similar report or has expertise in this area, I would be grateful for any insights that you can offer. 

Thank you in advance for your time and expertise. I look forward to hearing from you soon.

Best regards

Symon