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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

Tuan's avatar
Tuan
Helper III
7 years ago

Not yet, will try it! 

 

Thank you so much for the help!

Tuan's avatar
Tuan
Helper III
7 years ago

I actually wanted to append the tables together. But your formula help me think it through. I probably didn't do it in the best way. I essentially did a lookup if the invoice exist and filtered out the orders and then i renamed the columns to match together and append them.