Forum Discussion
Sum with Grouping
Are the groups static, or do they need to be dynamic based on a user selection?
If they're static, it's easy. Make a new field (preferably at your data source if you can, else in a query (e.g. in Power Query) before the data is added to the Power Pivot model) with those groups. Then you can just create visualizations against the new field that contains the group.
If they must be dynamic based on user selection, you'll have to give us some more detail on what your expected use case is, and the solution will be a bit more complex.
Hi everyone again,
I am being tasked with producing some financial reports using Power BI. One of the reports is Receivable Aging. The two columns to be used in the Receivable Aging report are Amount Due and Due Date. The Aging periods are 0-30 Days, 31-60 Day, 61-90 Days, Over 90 Days.
I was able to extract the aging days, DurationDays, for each row, but I don't know how to create new tables for each of the aging periods.
My previous example has been simplified. The example below is much more realistic:
Amount Due Due Date
$100 1/16/2016
$200 2/16/2016
$300 5/14/2015
$400 7/25/2014
$500 1/9/2016
$600 5/12/2015
$700 6/4/2016
Expected Report:
Aging Amount
0-30 $500
31-60 $0
61-90 $0
Over 90 $1,300
Also, would you recommend a book on DAX, Power Query, with an emphasis on programming?
Many thanks for your help again.
Create a new field using Power Query when you're importing data.
Add a custom column using the following Power Query code:
let
diff = Number.From( DateTime.Date( DateTime.LocalNow() ) - [DueDate] )
,Bucket =
if diff < 31
then "0-30"
else if diff < 61
then "31-60"
else if diff < 91
then "61-90"
else "Over 90"
in
BucketThis assigns the difference in days between the date of model processing (assuming you process daily, this means today's date) and the due date to the local variable, diff.
Bucket is then assigned a text value based on the value of diff. This gives you labels which can be used for any measures in your model.
I'd recommend assigning an integer key to each of the buckets and having the labels in a separate dimension, but that's up to you. You can use the same logic for both key and label.
Hi Greg,
Since the function DateTime.Date(DateTime.LocalNow() - [Due Date]) will also return negative values--payment not due yet, I have to take out all the negative values. I change the condition to "if ((diff = 0) and (diff < 31))" but it did not work. What is the correct syntax for this "if and" expression?
Thanks
You can just add one more step to the if-then chain of statements in my originally suggested Power Query code:
let diff = Number.From( DateTime.Date( DateTime.LocalNow() ) - [DueDate] ) ,Bucket = if diff < 0 then null else if diff < 31 then "0-30" else if diff < 61 then "31-60" else if diff < 91 then "61-90" else "Over 90" in Bucket'let' defines a local namespace, in which we can assign values to variables. The first we assign is the variable name 'diff' to the result of the calculation of the number of days between today and the due date.
We then refer to the value represented by 'diff' repeatedly in our definition of the next variable, 'Bucket'. Bucket stores a null or a text string based on the result of evaluating the if-then-else chain of statements, terminating on the first condition that returns true. I simply added one more check before all the others for a 'diff' value of < 0, in which case we return null.
to end the let statement, we use 'in', where we can define the output of the result of some calculation in that namespace. In our case we return the value of the variable 'Bucket'.
This entire statement is run once per row in the table, with the let statement being evaluated in the context of the values in that row.
Hi Greg,
Thank you for the answer and for being so thoughtly. I am going to digest the explanation now. :-)