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Helper III
Helper III

Complicated Rule based formula

Hello. This might be complicated. 

I have a claims table that is the lookup table and a work table attached. The work order tables has work order number, work order type, work order pricing agreement and work order status. 

I want to associate work orders with a "type" = "cashout" with their pricing agreement type. 

Here are the rules:

1) For ALL cashouts (cashouts are only counted if work order status= closed/completed), use the pricing agreement of the first work order on that specific claim. 

2) If there is a redispatch work order AND the status of the first time dispatch = closed/cancelled

3) Only count cashouts if they have a status of "closed/completed"

4) Sort all this based on claims created date. 


Picture of spreadsheet attached. Thanks!!



Helper III
Helper III

Re: Complicated Rule based formula

I was able to work this out in the claims table, but this still doesn't help me with the pricing agreement aspect of things. 


=CALCULATE(counta(WorkOrder[WO Type]),WorkOrder[WO Type]="Cashout",WorkOrder[Status]="Closed/Completed")

Community Support
Community Support

Re: Complicated Rule based formula

Hi @ammartino44,


You can try to use bleow measure if it works on your side.


Count of Specify Rules=
var currType= LastNoBlank(TABLE[Pricing Agreement],[Pricing Agreement])
[Pricing Agreement]=currType&&
OR([WO Type]="First TIme Dispath",[WO Type]="Cashout")&&[Status]= "closed/completed", 
[WO Type]="Redispath"&&[Status]= "closed/cancelled")))


If above is not help, please share me a sample file to test.



Xiaoxin Sheng

Community Support Team _ Xiaoxin
If this post helps, please consider Accept it as the solution to help the other members find it more quickly.

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