Power BI: How to Create Aging Reports 👵 by Bins/Buckets (Showing Open/Overdue Items)

In this Power BI Question & Answer Episode, we cover a question by Paolo Damiani (LearnPowerBI Member): How to Create Bette Aging Reports.

Do you have a Power BI Question ❓
➔ Stuck trying to make a DAX Measure work
➔ Can't get the Query Editor steps right
➔ Visuals are just not behaving! Argh!

==▶️ Video Chapters==
00:00 Question: How to Create a Better Aging Report?
02:55 Step 1: Review the Model
03:48 Step 2: Review the Data (Human Learning)
05:42 Step 3A: Solve Using Query Editor
09:26 Step 3B: Query Editor, Add Status Column
11:10 Step 4: Adding Visualization to See Aging Report by Bins/Buckets
13:00 Wrap Up: Final Report and Update Bins
14:13 Next Steps: Custom Bins, Trend showing Open Count and Average Age

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===Most Popular Playlists===

⚡Power On!⚡
-Avi Singh

[pabeader]

New Group??? That's the sound of my mind...

[joeparks]

This tutorial was the answer to my prayers. Thank you Avi! Power On!

[jyotisingh]

Some hazy block is covering the screen not able to see, can you remove that from the video, so can see properly

[ligang]

Hi Avi
Many thanks for this practical power BI video.
If I follow along using the Power Query Editor approach, I will be prompted with a DataSource Error as I do not have access to
As an alternative, would it be feasible to use the DAX approach to create the Age column?

[mx]

Thank you for your time!! It helps me a lot!!

[tazinurrahman]

I couldn´t find the relevant file in the download link provided, it happened with another video where I looked for the practice file

[bfmarcha]

This is a great video, but I couldn't find the Ageing files at the download link. I got YTD Sales files instead.

[praveeng]

Could you pls create a inventory aging Report for given period of time with slots(0-90, 91-120, 121-181...)

[PlumpRope]

Hi Avi, great to see you do that with the bins, very clean. I'm really curious for the last part though, where the historical trend is included. Is there going to be a video on this as well?

[lijunchen]

Great tutorial, very clear explanation. Is it possible to use the customized order age groups as a legend in the open order trend chart? So we know how the # of open orders in each age group across time? It seems the age group measure cannot be used in a legend. Any advice is appreciated.

[MehulPopat]

Hey Avi, By any chance can you share excel sheet for practice. Thanks

[hermitally]

Hey Avi, how do we set up our data to look similar to a heat map style tree map? Like the ones you see for the SP500?

[JiffyDealer]

Hello, I need to create an aging report that shows the PROJECTED age group of items per date unit. keep in mind, new items are expected in every month and old items are expected out on a certain date. How do I calculate so that I can show by month, by age group, the expected number of items? Its to answer "We have x amount in our fleet today and they fall in these yearly brackets, this is the forecasted age bracket of our fleet by month

[mazharhussain]

You are not comfortable with this yourself.