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BlueSkyX
New Member

Sort amounts into groups/columns

I´m (more or less) an absolut PBI newbie and need some help.

 

I have a list with amounts and deadlines (in the past and upcoming) and calculated with DATEDIFF the corresponding due days (a few thousand values between 400 and -120). Now I would like to sort them into different groups/columns according to the due date.

 

  • Sum for all entries with due days >1
  • For due days "1-5"
  • For "6-10"
  • For "10-20"
    ......

I tried to rebuild in Excel how it should look like in the end (I have green part and trying to build the grey one):

 

BlueSkyX_0-1695025491753.png

 

In theory and Excel it is very easy  .... but not in PBI without the neccessary PBI knowledge. 😉 

 

I already tried to create a "conditional column" but I can not select the "due days" as it is a calculated column and not part of the Power Query Editor.

1 ACCEPTED SOLUTION
BlueSkyX
New Member

Thanks for your support!

 

Meanwhile I adjusted the data table a little bit and integrated xthe calculation of the due days with a measures. This step enables the possibility to insert the groups by "conditional column". Maybe not the professional way but for me the most logical one. 😉

View solution in original post

3 REPLIES 3
BlueSkyX
New Member

Thanks for your support!

 

Meanwhile I adjusted the data table a little bit and integrated xthe calculation of the due days with a measures. This step enables the possibility to insert the groups by "conditional column". Maybe not the professional way but for me the most logical one. 😉

v-xinruzhu-msft
Community Support
Community Support

Hi @BlueSkyX 

You can consider to create a calculated column with siwtch() funcion.

e.g 

Type =
SWITCH (
    TRUE (),
    [Due Days] >= 1
        && [Due Days] <= 5, "Due 1-5",
    [Due Days] >= 6
        && [Due Days] <= 10, "Due 6-10",
    [Due Days] >= 11, "Due >11"
)

Then you can put them into a matrix visual

e.g 

vxinruzhumsft_0-1695192209634.png

 

Best Regards!

Yolo Zhu

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Ritaf1983
Super User
Super User

Hi @BlueSkyX 
If Due Days is a column you can use bins, please refer to the linked tutorial :
https://tic.li/c/51714/3Dm72QxG6J

If it is a measure you can use workarounds of the segmentation:

https://www.youtube.com/watch?v=0KBR-aEVaxk

If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly

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