Rebuild Debt

[Syndicate_Admin]

Good morning, please need help for the following situation

[v-yalanwu-msft]

Hi， @Syndicate_Admin ；

Sorry for the late reply, You could create column by dax, such as:

AE = IF([FECHA CO]<DATE(2020,8,1),IF([FECHA CANCEKAD]<DATE(2020,8,1),0,[IMPORTE]),0)

AF = IF([AE]>0,IF([J30]<DATE(2020,8,1),"EXPIRED","TO BE OVERCOME"),"0")

The final output is shown below:

Best Regards,
Community Support Team _ Yalan Wu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Syndicate_Admin]

Thank you very much for the reply.

In the dax programming you are putting the data "01/08/2020" as a fixed data. Precisely that data is variable according to the selected date filter

How could I program those conditions that you indicate with the data year month and calendar day?

Thanks a lot!!

[v-yalanwu-msft]

Hi, @Syndicate_Admin ;

I'm sorry, all the words in your table are In Spanish, I may not understand some of them. Secondly, could you share the results you want to output? So you can understand your logic.

The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.

Looking forward to your reply.

Best Regards,
Community Support Team _ Yalan Wu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Syndicate_Admin]

I detail below the logic that I could solve in Excel format. The intention is to be able to develop it in Power BI so that in this way you can reconstruct a delinquent balance of a client depending on the calendar date selected in the filter.

1-Excel Table

Cut-off Date = Date Selected in the filter (calendar date)

2-To be able to reconstruct the debt of the clients, according to the date selected in the calendar filter.

the logic that is used in the excel file is as follows

AE BALANCE 3-column =SI(B30<$C$1;SI(K30<$C$1,0; F30);0)

Column AF STATE =IF(AE30>0,SI(J30<$C$1;" EXPIRED";" TO BE OVERCOME");0)

My query is how I can apply this logic in Power BI.

From the option "report" creating measures or from the option "data"?. From the Data option can I link the date selected in the report filter?

I would appreciate your help.

Thanks a lot.

[Syndicate_Admin]

Good morning

I detail below the logic that I could solve in Excel format. The intention is to be able to develop it in Power BI so that in this way you can reconstruct a delinquent balance of a client depending on the calendar date selected in the filter.

1-Excel Table

Cut-off Date = Date Selected in the filter (calendar date)

2-To be able to reconstruct the debt of the clients, according to the date selected in the calendar filter.

The logic that was used in the excel file is as follows

3-Column AE BALANCE =IF(B30<$C$1;SI(K30<$C$1;0; F30);0)

AF COLUMN STATUS =IF(AE30>0,SI(J30<$C$1;" EXPIRED";" TO BE OVERCOME");0)

My query is how I can apply this logic in Power BI.

From the option "report" creating measures or from the option "data"?. From the Data option can I link the selected date in the report filter?

I would appreciate your help.

Thanks a lot.

[Syndicate_Admin]

Sorry forget to detail the problem

I have the table client movements where all the customer's receipts are recorded, be it invoices, receipts, NC, etc.

What I want to do is to be able to carry out a reconstruction of the debt according to the filter month and year selected.

The intention is to show both the total debt and the detail per client a kind of account summary of the vouchers NOT collected.

I imagine that for the same I must consider a balance accumulated from the period I select by means of a variable taking into account the voucher date - the canceled date

Thank you for your help thank you very much