I did some analysis, comparing the Aging formulas “Receivables Per Group Overdue” as stated above with the Aging formula, as discussed at Invoice payment and running balance YoY - #12 by deltaselect .
Please find analysis results in attached PBIX, pages “AR Current & LY” and "Analysis 31 10 21 ", the comparing Aging formulas can be found at measure group “1 DS AccReceiv”, added is a “Aging Groups v2”- table, needed for the comparing Aging formula.
Accounts Receivable Insights_EDNA_DEMO v4.pbix (1.6 MB)
Findings: (be aware to filter on AR Grouping “Overdue” for the comparing Aging formula)
- On invoice level, no no differences appear between the methods
- However the total Aging Receivable differs between the two methods, when selecting a full month as Date, for example “Month In Year” okt 2021.
- If selecting one single day (for example Date = 31.10.2021, selected in a slicer), there are again no differences.
IF the Total Aging of okt 2021 must be 110.176.794, which appears when selecting the Date 31.10.2021 in a slicer and using the formula “Receivables Per Group Overdue” :
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then I would recommend using the previously discussed Aging formula.
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Reason behind is that this formula gives the right Aging when selecting monthly periods, and this formula provides Last Year Aging with minor adjustments of the formula (see also previous forum solution).
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In that case, be aware to use the different Grouping table, needed for that Aging formula, and to filter on AR Grouping “Overdue”
Kind regards, Jan van der Wind