Forum Discussion
Helper IICumulative sum with exclusions
Hi, i'd suggest leveraging Power Query UI to get the work down with a few simple clicks;
1. Filter your Query2 according to your message 'I need to only include sales transactions with - (1) Transaction Type = Sales and (2) Entry Status = Blank'
2. On your Query2, Group by 'Store' and 'Date' to Sum the 'Net Amount'.
3. Merge the transformed Query1 and Query2 to a new Query based on 'Store' and 'Date'.
4. Expand your 'Actual Net Sales' to get your final table for Reporting.
No code option. Hope it helps!
Super UserMy result
I created a key to connect the two tables with a relationship
Then created the below measure
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Francesco Bergamaschi
MBA, M.Eng, M.Econ, Professor of BI
- FBergamaschi