Create Matrix table, with data from multiple table

[VictorV]

Hi everyone, I have Table 1 and Table2 like the picture.

I want create new table, using matrix table for showing transaction from the bank in Table1. Each invoice No. will match with that transaction.

There are two thing will alway happen:

First: the total Amount of Invoice No in Table 2 will alway be the same with Table1[Debit]. For example, if Table1[Date] 1/22/2024 have Debit is 30000, then the Invoice will be 661 and 662 because these two sum will be 30000.

Second: The Table1[Date] will alway after the Table2[Date]. Because the transaction from the bank will alway happen after the Date in Table2

Please help me!!!!!!

[Anonymous · Accepted solution]

Hi @VictorV ,

I made simple samples and you can check the results below:

Total = CALCULATE(SUMX('Table (2)',[Amount]),FILTER('Table (2)',[Date]=EARLIER([Date])))

balance = 
VAR _MAXNO = MAXX(FILTER(ALL('Table (2)'),'Table (2)'[Total] = MAX('Table'[Debit])),'Table (2)'[Invoice No])
return
IF(MAX('Table (2)'[Invoice No]) = _MAXNO,SUM('Table'[Debit]),BLANK())

An attachment for your reference. Hope it helps!

Best regards,
Community Support Team_ Scott Chang

If this post helps then please consider Accept it as the solution to help the other members find it more quickly.