Next 7 days receivable KPI

[Manisha1407]

Hi Team,

I want to make a KPI to see amount receivable/due in next 7 days or 30 days

Data as follows:

Invoice Number	Document date	Duedate	Rbalance
CIN1010110	24-05-2023	24-05-2023	5000
CIN2039291	24-05-2023	31-05-2023	15000
CIN3446462	24-05-2023	15-06-2023	26000

I am using the below set analysis but 0 is coming as result. (Result should be 20,000)

=sum({<DueDate = {">=$(=Today())<=$(=Today()+7)"}>}RBallance)

Can you please advise where i am going wrong and what should be the best solution to get this KPI.

[Manisha1407 · Accepted solution]

Hi Team,

Thanks for your response, but i was unable to get the result with above mentioned expression.

However i found out one workaround expression.

sum(if(DueDate>=date(Today()),RBallance))-sum(if(DueDate>date(Today()+Vdays),RBallance))

Hope this help someone in their future requirement.

Thanks for your time and guidance.

Regards

Manisha Tehliyani