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I need to create a calculated column to determine the total Invoice Amount for all sales within each invoice.
The calculated column should display the total Invoice Amount only for the first sale (as per the first unique key) in the invoice, while all subsequent sales should show 0. This ensures that the total amount is added only once per invoice.
Table 1
Unique_Key | Customer_Code | Inv_Date | Inv_No | Document | Sale_Amount |
123456 | 123456 | 1-Jul-23 | 867558757 | 565787 | 1200.00 |
123457 | 123456 | 20-Jul-23 | 867558757 | 7788686 | 1310.00 |
123458 | 128546 | 3-Jul-23 | 778807 | 8768686 | 3210.00 |
123459 | 131091 | 9-Jul-23 | 778807 | 7657657 | 3560.00 |
123460 | 133636 | 16-Jul-23 | 779049 | 5699879 | 3910.00 |
123461 | 136181 | 17-Jul-23 | 779170 | 867868 | 4260.00 |
Result
Unique_Key | Customer_Code | Inv_Date | Inv_No | Document | Sale_Amount | Inv_Amount |
123456 | 123456 | 1-Jul-23 | 867558757 | 565787 | 1200.00 | 2,510 |
123457 | 123456 | 20-Jul-23 | 867558757 | 7788686 | 1310.00 | 0 |
123458 | 128546 | 3-Jul-23 | 778807 | 8768686 | 3210.00 | 6,770 |
123459 | 131091 | 9-Jul-23 | 778807 | 7657657 | 3560.00 | 0 |
123460 | 133636 | 16-Jul-23 | 779049 | 5699879 | 3910.00 | 3,910 |
123461 | 136181 | 17-Jul-23 | 779170 | 867868 | 4260.00 | 4,260 |
Solved! Go to Solution.
Hi @InsightSeeker,
Here is my solution:
Inv_Amount =
VAR CurInvNum = 'Table'[Inv_No]
VAR TotInvAmnt =
CALCULATE(
SUM('Table'[Sale_Amount]),
FILTER('Table', 'Table'[Inv_No] = CurInvNum)
)
VAR FirstSaleCheck =
CALCULATE(
MIN('Table'[Unique_Key]),
FILTER('Table', 'Table'[Inv_No] = CurInvNum)
)
RETURN
IF('Table'[Unique_Key] = FirstSaleCheck, TotInvAmnt, 0)
Final Output:
Proud to be a Super User!
Hi @InsightSeeker,
Here is my solution:
Inv_Amount =
VAR CurInvNum = 'Table'[Inv_No]
VAR TotInvAmnt =
CALCULATE(
SUM('Table'[Sale_Amount]),
FILTER('Table', 'Table'[Inv_No] = CurInvNum)
)
VAR FirstSaleCheck =
CALCULATE(
MIN('Table'[Unique_Key]),
FILTER('Table', 'Table'[Inv_No] = CurInvNum)
)
RETURN
IF('Table'[Unique_Key] = FirstSaleCheck, TotInvAmnt, 0)
Final Output:
Proud to be a Super User!