Excel Power Query & Power Pivot: Ageing Trend

jajatidev

Board Regular
Joined
Jul 29, 2016
Messages
82
Office Version
  1. 365
Platform
  1. Windows
Hi,
I need guidance with the following requirements in Power Query & Power Pivot.

I have reports that are generated daily. The reports are then appended to calculate to perform a set of calculations;

  1. Ageing
  2. Age Group
  3. % of backlog by age group by extracted date
  4. % running total by extracted date
I have achieved the 1st two calculations. However, I am unable to execute steps 3 & 4. Hence, I am looking for assistance to get the calculations in place to get the output as a pivot chart.

Report DateReceiveDateCustomerReqDateSalesOrderNoProductNoOrderQtyConfirmedQtyUnconfirmedQtyCompleteDeliveryAgeingAgeGroup
01/22/2406/22/202309/15/20231129353801NR73A-K1H101N35[31 - 60]
01/22/2407/03/202307/07/2023113430548A1A30A-KGJ101N26[21 - 30]
01/22/2407/04/202307/08/20231134937101NR73A-K1H110N25[21 - 30]
01/22/2407/05/202307/09/2023113512547A1A30A-KGJ101N24[21 - 30]
01/22/2407/06/202307/10/20231135438135RA32F-KGJ101N23[21 - 30]
01/22/2407/07/202307/11/2023113561139A1A30A-KGJ101N22[21 - 30]
01/22/2407/08/202307/12/2023113705782A1A77A-KGJ1055N21[21 - 30]
01/22/2407/09/202307/13/2023113725103N7L37A110N21[21 - 30]
01/22/2407/10/202307/14/20231139009462Z600F-KGJ101N20[11 - 20]
01/22/2407/11/202307/15/20231139338933JA05AN-150101N19[11 - 20]
01/22/2407/12/202307/16/2023113969730A1A56A-KGJ101N18[11 - 20]
01/22/2407/13/202307/17/20231139877505RA32F-KGJ110N17[11 - 20]
01/22/2407/14/202307/18/20231140021502Z613F-KGJ211N16[11 - 20]
01/22/2407/15/202307/19/20231140021505RA32F-KGJ110N15[11 - 20]
01/22/2407/16/202307/20/20231140034522Z600F-KGJ523N15[11 - 20]
01/22/2407/17/202307/21/20231140051802Z600F-KGJ110N14[11 - 20]
01/22/2407/18/202307/22/2023114016353A1A77A-KGJ101N13[11 - 20]
01/22/2407/19/202307/23/20231101134333GZ25A-KGJ101Y12[11 - 20]
01/22/2407/20/202307/24/2023110113433K5L35A110Y11[11 - 20]
01/22/2407/21/202307/25/20231101134333GZ25A-KGJ101Y10[6 - 10]
01/22/2407/22/202307/26/2023110113433K5L35A110Y9[6 - 10]
01/22/2407/23/202307/27/2023110113433Y3D03A110Y9[6 - 10]
01/22/2407/24/202307/28/2023110113433Z7C07A110Y8[6 - 10]
01/22/2407/25/202307/29/20231101134333PZ35A-KGJ110Y7[6 - 10]
01/22/2407/26/202307/30/2023110113433D7P27A110Y6[6 - 10]
01/22/2407/27/202307/31/20231101134333PZ35A-KGJ110Y5[0 - 5]
01/22/2407/28/202308/01/2023110113433D7P27A101Y4[0 - 5]
01/22/2407/29/202308/02/20231104339073GZ25A-KGJ101Y3[0 - 5]
01/22/2407/30/202308/03/2023110433907K5L35A110Y3[0 - 5]
01/22/2407/31/202308/04/2023110433907Y3D03A110Y2[0 - 5]
01/22/2408/01/202308/05/2023110433907Z7C07A110Y1[0 - 5]
01/22/2408/02/202308/06/20231104339073GZ25A-KGJ101Y0[0 - 5]
01/23/246/22/20239/15/20231129353801NR73A-K1H101N35[31 - 60]
01/23/247/3/20237/7/2023113430548A1A30A-KGJ101N26[21 - 30]
01/23/247/4/20237/8/20231134937101NR73A-K1H110N25[21 - 30]
01/23/247/5/20237/9/2023113512547A1A30A-KGJ101N24[21 - 30]
01/23/247/6/20237/10/20231135438135RA32F-KGJ101N23[21 - 30]
01/23/247/7/20237/11/2023113561139A1A30A-KGJ101N22[21 - 30]
01/23/247/8/20237/12/2023113705782A1A77A-KGJ1055N21[21 - 30]
01/23/247/9/20237/13/2023113725103N7L37A110N21[21 - 30]
01/23/247/10/20237/14/20231139009462Z600F-KGJ101N20[11 - 20]
01/23/247/11/20237/15/20231139338933JA05AN-150101N19[11 - 20]
01/23/247/12/20237/16/2023113969730A1A56A-KGJ101N18[11 - 20]
01/23/247/13/20237/17/20231139877505RA32F-KGJ110N17[11 - 20]
01/23/247/14/20237/18/20231140021502Z613F-KGJ211N16[11 - 20]
01/23/247/15/20237/19/20231140021505RA32F-KGJ110N15[11 - 20]
01/23/247/16/20237/20/20231140034522Z600F-KGJ523N15[11 - 20]
01/23/247/17/20237/21/20231140051802Z600F-KGJ110N14[11 - 20]
01/23/247/18/20237/22/2023114016353A1A77A-KGJ101N13[11 - 20]
01/23/247/19/20237/23/20231101134333GZ25A-KGJ101Y12[11 - 20]
01/23/247/20/20237/24/2023110113433K5L35A110Y11[11 - 20]
01/23/247/21/20237/25/20231101134333GZ25A-KGJ101Y10[6 - 10]
01/23/247/22/20237/26/2023110113433K5L35A110Y9[6 - 10]
01/23/247/23/20237/27/2023110113433Y3D03A110Y9[6 - 10]
01/23/247/24/20237/28/2023110113433Z7C07A110Y8[6 - 10]
01/23/247/25/20237/29/20231101134333PZ35A-KGJ110Y7[6 - 10]
01/23/247/26/20237/30/2023110113433D7P27A110Y6[6 - 10]
01/23/247/27/20237/31/20231101134333PZ35A-KGJ110Y5[0 - 5]
01/23/247/28/20238/1/2023110113433D7P27A101Y4[0 - 5]
01/23/247/29/20238/2/20231104339073GZ25A-KGJ101Y3[0 - 5]
01/23/247/30/20238/3/2023110433907K5L35A110Y3[0 - 5]
01/23/247/31/20238/4/2023110433907Y3D03A110Y2[0 - 5]
01/23/248/1/20238/5/2023110433907Z7C07A110Y1[0 - 5]
01/23/248/2/20238/6/20231104339073GZ25A-KGJ101Y0[0 - 5]


The pivot chart would facilitate presenging ageing trend.

1706017750764.png
 

Excel Facts

Get help while writing formula
Click the italics "fx" icon to the left of the formula bar to open the Functions Arguments dialog. Help is displayed for each argument.

Hi @smozgur, @ExcelToDAX, @GraH,
Would you be able to guide me on this request?
 
Upvote 0

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