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transaction matching
hey everyone! i have a follow up to my last post in regards to transactions. this time my data set problem is focused on trying to match the credit adjustments that correspond to a specific trave...
Hi Phil-osophy ,
To create two calculated columns as below.
Column = - IF ( Sheet1[transaction type] = "credit adjustment", [amount], BLANK () )
Column 2 = VAR a = CALCULATETABLE ( VALUES ( Sheet1[Column] ), FILTER ( ALL ( Sheet1 ), Sheet1[Employee ID] = EARLIER ( Sheet1[Employee ID] ) ), Sheet1[Column] ) RETURN IF ( [amount] IN a, "matched", "nope" )
Hi Phil-osophy ,
To create two calculated columns as below.
Column = - IF ( Sheet1[transaction type] = "credit adjustment", [amount], BLANK () )
Column 2 =
VAR a =
CALCULATETABLE (
VALUES ( Sheet1[Column] ),
FILTER ( ALL ( Sheet1 ), Sheet1[Employee ID] = EARLIER ( Sheet1[Employee ID] ) ),
Sheet1[Column]
)
RETURN
IF ( [amount] IN a, "matched", "nope" )