Forum Discussion

lcasey's avatar
lcasey
Icon for Post Prodigy rankPost Prodigy
9 years ago

Use a calendar table for Invoices and Payments

Hello,

 

I cant beleive I have not found a solution on the web for this extreemly common request. I am hoping someone in here may have a solution.

 

I have 3 tables.  A calendar table an Invoice table and a Payment table.  Very simply, I am trying to calculate correct balances of customer records when choosing a specific date.

 

So when I select a date in the calendar table, it correctly filters the Invoice table to only show invoices as of the date selected, but the related table Payments all payments are showing even if the payment date is AFTER the chosen date in the date slicer.

 

Is there any way that Power BI can allow the selection of a date licer and then filter out not only the Invoice table , but also the paymjents table using that date ?

 

The

Need Help

4 Replies

  • lcasey's avatar
    lcasey
    Icon for Post Prodigy rankPost Prodigy
    9 years ago

    I think I found a measure that may work: 

     

    Balance Due = CALCULATE (
       [Balance],
        FILTER (
            ALL ( '00-Bad Debt - Payments'[DATE1]), MAX ( '00-Bad Debt - Invoices'[DOCDATE] )
        )
    )

     

     

     

    ****Note*****

     

    The "Balance"  Measure used in the calculate  is a simple formula of the difference between all invoices and all payments.

     

    Balance = SUM('00-Bad Debt - Invoices'[SLSAMNT]) - Sum('00-Bad Debt - Payments'[APPTOAMT])

    • v-ljerr-msft's avatar
      v-ljerr-msft
      Icon for Microsoft Employee rankMicrosoft Employee
      9 years ago

      Hi lcasey,

       

      Could you try using the formula below to create a measure to see if it works in your scenario? :smileyhappy:

      Balance =
SUM ( '00-Bad Debt - Invoices'[SLSAMNT] )
    - CALCULATE (
        SUM ( '00-Bad Debt - Payments'[APPTOAMT] ),
        FILTER (
            ALL ( '00-Bad Debt - Payments' ),
            '00-Bad Debt - Payments'[DATE1] IN VALUES ( Calendar[Date] )
        )
    )

      Regards

      • lcasey's avatar
        lcasey
        Icon for Post Prodigy rankPost Prodigy
        9 years ago

        Hello,

         

        Unfortunatly, that didnt work. The Balances are all wrong.    I used your formula in the BalanceTest measure.