Invoice Checking for automation purposes

simo8542 — Wed, 15 Mar 2023 12:56:23 GMT

Hi PBI Community

I want to create a DAX measure which returns a

"✓" when the invoice amount posted is equal to the same as the previous journal entry posting.
and a
"✗" when the invoice amount is different.

It needs to be conditional on the Amount being posted to the same G/L Account ID and the same Vendor Name.

I made the following, but it doesn't consider the element of previous journal entry posting or whether it is the first posting for that Vendor and related G/L Account ID.

Automation Check = 
if(ISBLANK([TY (EUR)]),
blank(),
IF(CALCULATE([TY (EUR)] / [€ Avg.]) = [# Postings],
   FORMAT("✓", "Green"),
   FORMAT("✗", "#Red")
))

How could I change it so that the measure returns "x" when it is first postings as well, and not only compares total amount / avg. posting = count of postings.

The matrix visualization looks like this right now:

Re: Invoice Checking for automation purposes

lbendlin — Fri, 17 Mar 2023 02:36:50 GMT

Please provide sample data that covers your issue or question completely, in a usable format (not as a screenshot).
https://community.powerbi.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-Forum/ba-p/963216
Please show the expected outcome based on the sample data you provided.

https://community.powerbi.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523

topic Re: Invoice Checking for automation purposes in DAX Commands and Tips

Invoice Checking for automation purposes

Re: Invoice Checking for automation purposes