Hello,
I have two tables, one with the details of the tenants and one with the payments received (bank statement where tenants pay). Payments from the tenants can be rent or other payments.
How can I create a colum to see if someone has payed the rent and for which month?
The tables have several columns but these are the important ones:
Table 1
Tenant ID | Name | Rent Amount |
|
6546 | Doe | 350 |
|
2347 | Poll | 500 |
|
2345 | Potter | 400 |
|
Table 2
Date | Payer | Payment Reason | Amount |
|
| Tenant ID |
10/8/2022 | Potter | Rent Potter | 400 |
|
| 2345 |
10/1/2022 | Doe | Rent + Deposit | 500 |
|
| 6546 |
10/1/2022 | Citybank | Rent Poll | 500 |
|
| 2347 |
10/1/2022 | Citybank | Deposit Poll | 100 |
|
| 2347
|
Column "Tentant ID", I created (in Table 2) to be able to relate the two tables.
This is the column I need:
Monthly payment received: has a tenant pay his rent? we need to check in either column "Payer" or "Payment Reason" if "Tenant" has made a payment. Unfortunately both columns have to be checked as tenants sometimes pays directly with the bank account and sometimes go to the bank an pay, so their name can appear in either column. We also need to checked his actual due monthly payment (in Table 1) and when the payment was made (month).
Tenant ID | Name | Rent Amount | Monthly payment | Overall payment received | Other payments |
6546 | Doe | 350 | October | 500 | Deposit |
2347 | Poll | 500 | October | 600 | Deposit |
2345 | Potter | 400 | October | 400 | None |
I made already column Overall Payment received but I do not know how to combine the date. From the overall payment column one can deduce what was the payment for.
I would appreciate your help.
Hi @FC_de22 ,
Hope it helps you. I made a .pbix file for you. It is finished by creating measures.
Best Regards,
Stephen Tao
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Hello Stephen,
many thanks for your reply and sensind the sample. I have a question regarding the measure Overall Payment Received, this is a sum, but is it possible to get the actual payment received for a given Month?
That is, find out how much a given tenant has paid in a given month, I am assuming the expression has to combine a filtering for the column Tenant ID in the Amount column and somehow involve the date.
I tried getting rid of the SUM in the CALCULATE statement but it does not work.
Thanks!