Forum Discussion
Power BI Using Business Central - Backlog
Hello!
I am facing a challenge with calculating the historical backlog in Power BI using DAX. My objective is to determine the total backlog value at the end of each day, including orders that were open at that time but have since been posted and closed.
Currently, once an order is posted, it is removed from the open orders and recorded as a sale. This means I cannot view the total backlog from previous periods because those open orders are no longer visible—they are now closed sales. For example, when I try to assess the backlog for the same day in previous months, I cannot see the orders that were open at that time because they have been finalized and posted since then.
I've attempted to create relationships between the Posted Sales Invoices, Sales Orders, and a Sales Archive orders table, but I haven't been successful in creating a measure that accurately reflects the historical backlog.
I am seeking assistance to develop a logic in DAX that will allow me to display the total value of open orders in the past, even after they have been posted.
Any guidance or support with this would be greatly appreciated.
Thank you in advance for your help!
3 Replies
- CoreyPSolution Sage
You'll need to create or source historical data. Does your system contain a status change log so you can view each date/time as the order progressed through the process?
- AnonymousNot applicable
Hi n2k
The data you've provided so far is a bit scanty. Can you provide detailed sample data and the results you expect? So that I can help you better. Show it as a screenshot or excel. Please remove any sensitive data in advance.
Best Regards,
Community Support Team _Yuliax - woelfejeNew Member
I am trying to accomplish the same thing. Historic backlog by day in Buisness Central - let me know if you've made any progress. The closest thing I've found is snapshotting in Power BI.