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hey everyone!
i have a follow up to my last post in regards to transactions. this time my data set problem is focused on trying to match the credit adjustments that correspond to a specific traveller's purchases. the credit adjustments were due to errors in transactions for which travellers got refunded.
im currently only able to match a portion of them because i cant find a suitable formula that will parse through each record, read the employee id, and keep that traveller's previous transactions in context when trying to match the corresponding credit adjustment.
the link to my data set is here: https://drive.google.com/file/d/1Q8e1l34jx8MifjuLP73Z8xjasFg5Pgo1/view?usp=sharing
so far i created 3 additional columns in power bi:
credit adjustment column =
Solved! Go to Solution.
Hi @Phil-osophy ,
To create two calculated columns as below.
Column = - IF ( Sheet1[transaction type] = "credit adjustment", [amount], BLANK () )
Column 2 = VAR a = CALCULATETABLE ( VALUES ( Sheet1[Column] ), FILTER ( ALL ( Sheet1 ), Sheet1[Employee ID] = EARLIER ( Sheet1[Employee ID] ) ), Sheet1[Column] ) RETURN IF ( [amount] IN a, "matched", "nope" )
Hi @Phil-osophy ,
To create two calculated columns as below.
Column = - IF ( Sheet1[transaction type] = "credit adjustment", [amount], BLANK () )
Column 2 = VAR a = CALCULATETABLE ( VALUES ( Sheet1[Column] ), FILTER ( ALL ( Sheet1 ), Sheet1[Employee ID] = EARLIER ( Sheet1[Employee ID] ) ), Sheet1[Column] ) RETURN IF ( [amount] IN a, "matched", "nope" )
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