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James_Galis1's avatar
James_Galis1
Helper II
3 years ago

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

 

 

Hope this make sense and greatly appreciate attention

Need Help

2 Replies

  • Burhan_Jiru's avatar
    Burhan_Jiru
    Frequent Visitor
    3 years ago

    You can add a new calculated column 

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

     

    • James_Galis1's avatar
      James_Galis1
      Helper II
      3 years ago

      Hi Burhan

      Am  getting similar result to my confirmation column

       

      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