Forum Discussion
Calculated Column with apportioned value Xero Invoices
Hi All
I'm trying to build a report on sales basket composition based on data in Xero. I have noticed that the invoices table does not include credit notes but any credit notes applied to an invoice are shown on the invoice but as total against each line not applied as a line item. I would like to use this value and apportion the credit across the line items in the basket.
Below is an example of the data table with the final column the calculated column I think I am looking to achieve. I am currently struggling to calculate this, I would very much appreciate if anyone has any suggestions?
Thanks
Jack
hi, JackEnviro
After my test, you could use this formula to add a column as below:
Result = DIVIDE(Table1[Amount],CALCULATE(SUM(Table1[Amount]),ALLEXCEPT(Table1,Table1[Order])))*Table1[AmountCredited]
Result:
here is pbix, please try it.
Best Regards,
Lin
1 Reply
hi, JackEnviro
After my test, you could use this formula to add a column as below:
Result = DIVIDE(Table1[Amount],CALCULATE(SUM(Table1[Amount]),ALLEXCEPT(Table1,Table1[Order])))*Table1[AmountCredited]
Result:
here is pbix, please try it.
Best Regards,
Lin