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Hello everyone,
i'm trying to replicate this chart of my attached excel in QV... but without success.
What I'd like to do is to consider in the same table the value for open and closed invoices.
- Open invoices follow the due date cause they haven't got payment date so they will be in the same month-year of their due date.
- Closed invoices follow different variables... they have to be considered in the previous month-year of their payment date and then considered until the month-year of their due date.
Am I clear enough?
That's my data...
INVOICE_ID | Due_Date | Payment_Date | CLOSED_OPEN | Value |
1 | 09/07/2017 | 07/11/2017 | CLOSED | 5 |
2 | 10/09/2017 | 10/01/2018 | CLOSED | 10 |
3 | 11/11/2017 | 11/01/2018 | CLOSED | 20 |
4 | 09/05/2017 | 07/08/2017 | CLOSED | 15 |
5 | 09/01/2018 | OPEN | 15 | |
6 | 10/12/2017 | OPEN | 10 |
...and my final goal!
05-17 | 06-17 | 07-17 | 08-17 | 09-17 | 10-17 | 11-17 | 12-17 | 01-18 | |
OPEN | 10 | 15 | |||||||
CLOSED | 15 | 15 | 20 | 20 | 15 | 15 | 30 | 30 |
Cuold someone help me, please?
thank u in advance!!!
Fil
The classical solution for your need is buildind a Canonical Table please read this post Canonical Date
it should be self-explanatory.
Please come back if you don´t solve your isseu
thank you clever. I tried with a solution like something from that post, but it’s not the exact goal i‘m looking for cause as you can see from my excel calculation we have to create something like new data for the months where aren’t data from the payment date to the due date (i.e. for an invoice of 100$ payed in june and with a due date in March, what i want to obtain is 100 in may and 100 in Apri that doesn’t exist at the moment).
i don‘t Know if I added some info for the solution of my problem...
stalwar1 any idea about that? Thank you.
I'm sorry... ther was a mistake in the solution in excel...
this is the final table:
05-17 | 06-17 | 07-17 | 08-17 | 09-17 | 10-17 | 11-17 | 12-17 | 01-18 | |
OPEN | 10 | 15 | |||||||
CLOSED | 15 | 15 | 20 | 5 | 15 | 15 | 30 | 30 |
and I attach the fixed excel.