I’m having customer aging report as sample attached.
The customer to be hold with following condition
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
Solved! Go to Solution.
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
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
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
I don't 100% understand what you're wanting. However, I beilieve this may be helpful for you: https://www.youtube.com/watch?v=jyxZxFT_pAY
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