Vendor Aging Report

1 – Create Two Date Tables
Create two date tables in DAX—one for our Document Dates, and the other for our Posting Dates. They can be named anything and can have as few or as many columns to satisfy reporting requirements. For this example, we will create a basic calendar using Power BI’s CALENDAR function. The exact usage of these tables will be detailed in subsequent steps.

2 – Join to Our Date Tables
Create a single directional relationship from the [Posting Date] on the Fact Vendor Ledger Entry table to the ‘Posting Dates’[Date] field as well as from the [Document Date] on the Fact Vendor Ledger Entry table to the ‘Document Dates’[Date] field.

3 – Create “As-Of Date” Slicer
Use ‘Posting Dates’[Date] to create an “As-Of Date” slicer that will filter out the dataset based on the date selected. We will select the option of ‘Before’, so the user is only allowed to select one date. The date selected will be referenced as MAX(‘Posting Dates’[Date]) in the created measure.

4 – Create Measures
Create measures on ‘Fact_Vendor Ledger Entry’ for each of our aging buckets. The code below is for the 31-60 Day Aging Bucket. All buckets will need their own specific measure.