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Tuan's avatar
Tuan
Helper III
7 years ago
Solved

Merging Two Data Tables (Invoice and Orders)

I'm trying to merge invoice and orders together with the exclusions of orders that already been invoiced.   I have my Invoice Data as Invoice Customer Value 1000 ABC 100 1001 Bee 20...
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  • Anonymous's avatar
    Anonymous
    7 years ago

    If the order is invoiced you have invoice number, else you have just order number alone & invoice number is blank. So allrequied details are available in order table itself.

     

    Create the below 2 columns and drag along with customer and value columns from the Order table. 

     

    Invoice/order = IF( ISBLANK( Order[InvoiceNo]), Order[OrderNo],Order[InvoiceNo])

     

    TransactionType= IF( ISBLANK( Order[InvoiceNo]), "Order","Invoice")

     

    Hope this helps.

     

    Thanks

    Raj

Anonymous's avatar
Anonymous
Not applicable
7 years ago

If the order is invoiced you have invoice number, else you have just order number alone & invoice number is blank. So allrequied details are available in order table itself.

 

Create the below 2 columns and drag along with customer and value columns from the Order table. 

 

Invoice/order = IF( ISBLANK( Order[InvoiceNo]), Order[OrderNo],Order[InvoiceNo])

 

TransactionType= IF( ISBLANK( Order[InvoiceNo]), "Order","Invoice")

 

Hope this helps.

 

Thanks

Raj

  • Tuan's avatar
    Tuan
    Helper III
    7 years ago

    There is much more data then those listed columns. Just made it smaller as an example.

    • Anonymous's avatar
      Anonymous
      Not applicable
      7 years ago
      Still this will work. Did you try the above approach?
      • Tuan's avatar
        Tuan
        Helper III
        7 years ago

        Not yet, will try it! 

         

        Thank you so much for the help!