new user with simple AR questions
Best Answers
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You might be able to acheive what you are looking for by creating a beast mode and by using something similar to the following:
Beast mode name: AR Status
case when DATEDIFF(CURRENT_DATE(),`Due Date Field`)<=30 then '(0-30 days)'
when DATEDIFF(CURRENT_DATE(),`Due Date Field`)>30 AND DATEDIFF(CURRENT_DATE(),`Due Date Field`)<=60 then '(30-60 days)'when DATEDIFF(CURRENT_DATE(),`Due Date Field`)>60 AND DATEDIFF(CURRENT_DATE(),`Due Date Field`)<=90 then 'Past Due (60-90 days)'
when DATEDIFF(CURRENT_DATE(),`Due Date Field`)>90 then 'Past Due (90+ days)'
endFor your horizontal stacked bar or grouped bar, you can insert this as your series and then set color rules as the following:
AR Status = (0-30 days) (Green)
AR Status = (30-60 days) (light green)
and so on...
1 -
For Card #2, I changed the formula a little bit but wouldn't have found this without your help - thanks
(CASE when CURRENT_DATE()>`DueDate` then CURRENT_DATE() else `DueDate` end)
1 -
Thanks! I understand that what this did was identify the status of the invoices by due date and color accordingly. Works perfectly!
1
Answers
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For card 1, what is your desired output chart type?
0 -
horizontal bar graph. I would like to see the bar show current as green, 30 day as light green, 60 day yellow, 90+ as red.
0 -
You might be able to acheive what you are looking for by creating a beast mode and by using something similar to the following:
Beast mode name: AR Status
case when DATEDIFF(CURRENT_DATE(),`Due Date Field`)<=30 then '(0-30 days)'
when DATEDIFF(CURRENT_DATE(),`Due Date Field`)>30 AND DATEDIFF(CURRENT_DATE(),`Due Date Field`)<=60 then '(30-60 days)'when DATEDIFF(CURRENT_DATE(),`Due Date Field`)>60 AND DATEDIFF(CURRENT_DATE(),`Due Date Field`)<=90 then 'Past Due (60-90 days)'
when DATEDIFF(CURRENT_DATE(),`Due Date Field`)>90 then 'Past Due (90+ days)'
endFor your horizontal stacked bar or grouped bar, you can insert this as your series and then set color rules as the following:
AR Status = (0-30 days) (Green)
AR Status = (30-60 days) (light green)
and so on...
1 -
For your second card, you apply the same type of beast mode logic:
Beast Mode Name: Past Due Trigger
CASE WHEN DATEDIFF(CURRENT_DATE(),`Due Date Field`)>30 then 1 end
Then make Past Due Trigger a filter and set the filter equal to 1
1 -
For Card #2, I changed the formula a little bit but wouldn't have found this without your help - thanks
(CASE when CURRENT_DATE()>`DueDate` then CURRENT_DATE() else `DueDate` end)
1 -
Thanks! I understand that what this did was identify the status of the invoices by due date and color accordingly. Works perfectly!
1
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