Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
5 years ago

Need a filter based on transaction level

Need a filter based on the below sample data, transaction level Please help  
Need Help
tex628's avatar
tex628
Community Champion
5 years ago

Try this:

Column = 
VAR D = Table [DEBIT]
VAR C = Table [CREDIT]
Return
IF(
C = BLANK() && D <> BLANK() , "ONLY CR" , 
IF( 
D = BLANK() && C <> BLANK() , "ONLY DR" ,
IF( 
C <> BLANK() && D <> BLANK() , "CR & DR" ,
IF( 
D = BLANK() && C = BLANK() , "ZERO" , 
BLANK()
)

Anonymous's avatar
Anonymous
Not applicable
5 years ago

tex628 I tried different formulas, but filter is not showing CR & DR, rest everything is showing.

  • tex628's avatar
    tex628
    Community Champion
    5 years ago

    Can you by any chance provide a picture of the outcome? 

    / J

    • Anonymous's avatar
      Anonymous
      Not applicable
      5 years ago

      tex628 

      • tex628's avatar
        tex628
        Community Champion
        5 years ago

        That is because on a transactional level there are no records that has both Credit and Debit. 

        Currently you have only credit transactions in "ONLY CR BAL" table, and you have only debit transactions in the "ONLY DR BAL" table. 

        In your "CR & DR" Table, do you want all transactions or what is your aim here? 

        / J