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cristian_av
Contributor III

Expired Balance by Date

Hi

I need to get the expired balance by range. (ie. 0-30 days, 31-60 days, 61-90 days...) for the customers account.

I'm getting the total expired balance easily, but I don't k now how can I "split" this information into the ranges of how many days is the charge expired.

In the attached files, i've uploaded an excel that contains a simplified example that is almost working in QV, and real data of a customer (of course, i've anonymized it)

Also, i've uploaded a qvw file with the formulas i'm using, but this formulares are almost working for the simplified example, not the real one.

I don't know if there is a simple way to calculate this.

Hope somebody can help me.

Thank you!

1 Reply
vvira1316
Valued Contributor II

Re: Expired Balance by Date

DataTableTmp:
LOAD Customer,
Number,
[Expiration Date] as FechaVencimiento,
Interval(Today() - Date([Expiration Date]), 'D') as ExpirationDays,
Charge as Cargo,
Payment as Abono
FROM [Example Balance.xlsx]
(
ooxml, embedded labels, table is [Real Data]);

DataTable:
LOAD Customer,
Number,
FechaVencimiento,
ExpirationDays,
If(ExpirationDays > '120', 'Expirated 120+',
If(ExpirationDays <= '120' and ExpirationDays > '90', 'Expirated 91 - 120',
If(ExpirationDays <= '90' and ExpirationDays > '60', 'Expirated 61 - 90',
If(ExpirationDays <= '60' and ExpirationDays > '30', 'Expirated 31 - 60',
'Expirated 0 - 30'))))
as Range,
Cargo,
Abono
Resident DataTableTmp;

DROP Table DataTableTmp;

Range.PNG