Forum Discussion
Visualizing historical balance
I am building visuals for providing a view of invoice balances based on a date selection. Based on selected date, the view will show the invoices and the amount owed by customer and a chart with...
Hi Anonymous ,
Did my formula work for you? Let me know if i miss something.
Best Regards,
Jay
Community Support Team _ Jay Wang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
I would start with another date column in your data.
- Create a date column that is the "Latest Activity" which is if there is a payment, use the Payment date, otherwise use the Order Date.
- Relate that new date column to your Date column in your Date Table.
- You need a measure that shows the balance, which is Amount - Paid Amount. Don't worry about Paid Amount being null. Number-BLANK=Number in DAX.
- You can then create a table/matrix/whatever that uses the Date[Date] from your Date table then summarizes or pulls whatever you want from this table below.