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Wasfiathhar's avatar
Wasfiathhar
Frequent Visitor
4 years ago
Solved

Would like to filter with multiple condition

I’m having customer aging report as sample attached.

The customer to be hold with following condition

  • Any customer invoices open more than 30days to be hold
  • And with “Dr” value also be hold

So in this scenario I’m getting filter in tradition excel

=IF(AND((TODAY()-C2>30),D2>0),"Hold","")

 

But how I can hold the customer invoices less than 30days where he has old invoices outstanding

 

In this scenario, the customer “COASTLINE INC” all the line items should be hold based on first and second condition

 

Kindly advice how I can performed the filter with multiple condition in DAX

 

https://drive.google.com/file/d/1zLbXlELTeIb6yX_mADSjxfDgvFHSnNW6/view?usp=sharing

 

  • Anonymous's avatar
    Anonymous
    4 years ago

    Hi  Wasfiathhar ,

    I created some data:

    Here are the steps you can follow:

    1. Create calculated column.

    datediff = DATEDIFF('Table'[Transaction Date],TODAY(),DAY)

    2. Create measure.

    Flag =
    var _max=CALCULATE(MAX('Table'[datediff]),FILTER(ALL('Table'),'Table'[Customer Name]=MAX('Table'[Customer Name])&&'Table'[Dr/Cr]=MAX('Table'[Dr/Cr])))
    return
    IF(
        _max >=30 && MAX('Table'[USD]) >0,1,0)

    3. Place [Flag]in Filters, set is=1, apply filter.

    4. Result:

    Please click here for the pbix file

     

    Best Regards,

    Liu Yang

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

3 Replies

  • Wasfiathhar's avatar
    Wasfiathhar
    Frequent Visitor

    If any customer having overdue invoices (30+) need to hold the customers all the line items including the current invoices. 
    How Dax can be perform 

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi  Wasfiathhar ,

    I created some data:

    Here are the steps you can follow:

    1. Create calculated column.

    datediff = DATEDIFF('Table'[Transaction Date],TODAY(),DAY)

    2. Create measure.

    Flag =
    var _max=CALCULATE(MAX('Table'[datediff]),FILTER(ALL('Table'),'Table'[Customer Name]=MAX('Table'[Customer Name])&&'Table'[Dr/Cr]=MAX('Table'[Dr/Cr])))
    return
    IF(
        _max >=30 && MAX('Table'[USD]) >0,1,0)

    3. Place [Flag]in Filters, set is=1, apply filter.

    4. Result:

    Please click here for the pbix file

     

    Best Regards,

    Liu Yang

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly