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.
The DAX version of this is:
Aging = IF(TODAY()-[Due Date]<=30,"0-30",IF(TODAY()-[Due Date]<=60,"31-60",IF(TODAY()-[Due Date]<=90,"61-90","Over 90")))
One note, this DAX version, nor I believe the "M" version from greggyb will give you the $0 values. So if you only have buckets of "0-30" and "Over 90", you will not see the "31-60" and "61-90" categories with $0. There are a number of techniques around that, you could create a separate "Enter data" query to add in a $0 value that falls into each category and merge it with your data feed for example, then you would ensure that you have all of the categories listed but it wouldn't affect your final sums.
See the comments area from my recent blog post, there is discussion around good DAX resources, etc.