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James_Galis1
Helper II
Helper II

Help with formula

Hello All

 

I seem to be a little stuck in the following situation

 

I have a table of results showing invoice numbers and totals.

I have used a matrix table.

I was hoping there might be a formula that if one of the line items does not meet the condition , then the invoice should be marked as " Incomplete"

 

Eg below. 
As Inv 002646 has a line item of " Check Client Name for Visit Date" for date 21/1/23. I wish to be able to tag or mark the invoice as "Incomplete" as not all line items meet the "Pay" condition

 

James_Galis1_0-1680663566621.png

 

Hope this make sense and greatly appreciate attention

2 REPLIES 2
Burhan_Jiru
Frequent Visitor

You can add a new calculated column 

= IF( 'Table'[confirmation]<> "Pay" , "Incomplete"
    , "Completed")

 

Hi Burhan

Am  getting similar result to my confirmation column

 

James_Galis1_0-1680676460354.png

The "Pay"  confirmation column has some condition it has to meet such as match against visit dates etc which works fine . I then use a slicer to either Pay or check invoices that have not passed but the problem i have when i hit filter out the "Pay" condition , it's picking up line items have not met the "pay" condition and i wish to be able to apply the "Incomplete" to all line items shown above

 

Thanks 

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