Need help creating Formula to select Invoice Number when it Contains an "A"
I need help writing a Formula for an Aggregated Field in a Group by that will select the Latest Invoice that has an "A" in it if it exists. This example only has 1 Credit and Adjustment (C & A Invoice but I could have multiple to I need to take into consideration the Last Invoice Date as well)
Below is my attempt but I keep getting the First Invoice Number created.
Best Answers
-
@jtrollinger Assuming you are defining the last invoice as the record with the most recent InvoiceDate, then you will need two steps to accomplish this:
- In the same Group by tile, include this formula to identify the most recent date having an invoice with "A" in the number:
MAX(case when `InvoiceNo` like '%A%' then `InvoiceDate` end)
- Create a separate branch of the dataflow before the Group by that filters to just rows with an Invoice Number containing "A" (
`InvoiceNo` like '%A%'
). Then join this back to the original branch after the group by on same fields you used in the grouping.
3 - In the same Group by tile, include this formula to identify the most recent date having an invoice with "A" in the number:
-
Does it work if you take out the "ELSE" clause? Right now, it points
InvoiceNo
no matter what (when it contains 'A', else when it does not contain 'A').Please 💡/💖/👍/😊 this post if you read it and found it helpful.
Please accept the answer if it solved your problem.
0
Answers
-
@jtrollinger Assuming you are defining the last invoice as the record with the most recent InvoiceDate, then you will need two steps to accomplish this:
- In the same Group by tile, include this formula to identify the most recent date having an invoice with "A" in the number:
MAX(case when `InvoiceNo` like '%A%' then `InvoiceDate` end)
- Create a separate branch of the dataflow before the Group by that filters to just rows with an Invoice Number containing "A" (
`InvoiceNo` like '%A%'
). Then join this back to the original branch after the group by on same fields you used in the grouping.
3 - In the same Group by tile, include this formula to identify the most recent date having an invoice with "A" in the number:
-
Does it work if you take out the "ELSE" clause? Right now, it points
InvoiceNo
no matter what (when it contains 'A', else when it does not contain 'A').Please 💡/💖/👍/😊 this post if you read it and found it helpful.
Please accept the answer if it solved your problem.
0
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