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I need assistance with identifying transactions that net out to zero in a large dataset. Each row in the dataset represents a unique transaction with its own ID. Objective: Identify pairs of transactions that meet the following conditions: Same client ID Same transaction type ID Same transaction date The sum of their…
Income Statement: How do I join 'Chart of Account' table & 'GL Records' correctly
I have 2 tables: Chart of Account - Right Table: notice that there are Addon Repairs, Restocking Charges, Contractor Discount in 'Cost of Sales Others' 2. GL Records (for all branches from Feb 2024 - Sep 2024) - Left Table Problem: I've tried both Full Join, Left Join (key: gl_account_id) then make a pivot table (filter a…
Logic - link original submit date to all subsequent back orders
Hello. I'm wondering if anyone has ever had a similar scenario/concept and have come up with good ways to achieve the desired outcome. I've attached a screen shot of real data. The goal is to get the submitted date of 7/5/2024 (A6) linked to orders in rows 7 and 8. The story of this data is that order id 16403748 was…
Selecting prefix for conflicting field names
When joining datasets, Domo alerts you to any conflicts in the naming. Specifically, any common field names have to be renamed. It defaults to using the name of the originating dataset as a prefix. We use longish, descriptive dataset names, and the narrow, static width of the editing line makes renaming very tedious. Is…
Magic ETL Join Tile Alterations Field Search
We have really appreciated all the quality-of-life updates to Magic ETL over the past few months! I have a few ideas to improve a pain point we frequently encounter when building ETL's. Some of our standard schema is verbose and requires field name prefixes when ingesting from certain systems. When we attempt to alter…
Budget to Actual - Multiple Dimensions & Different Datasets
I have a budget dataset with the following columns: _Account _Subsidiaries _Department _Doctor _Location (Not in Use) _Headcount Resources _Placeholder 4 _Year _Period _Scenario _Currency _Measure _value I have an actuals dataset with the following columns: Appointment Date Status Appointment Type Patient Account Number…
Joining and getting all dates between start and end date
Im doing a join on billing ID's. Each billing ID has a start date and an end date. Im trying to return all dates between start and end date for each billing ID. I tried adding this formula to join. dt BETWEEN Service Start Date and Service End Date It isn't working as expected. Im just getting one date for each billing ID
Combining two datasets based on two potential fields
Hi, I have two datasets. One has pacing data, the other has monthly data. All rows have unique IDs, however the pacing data may have either an ID from the old system (legacy ID) or the new system (new ID). Pacing: ID 1 2 3 4 11 Monthly: New ID Legacy ID 10 1 11 12 13 2 14 3 15 How would I go about joining these two…
Issues Joining Transaction Details to Primary Dataset
I have two datasets. One is structured as the "primary" expense file, where each row is dates and other dimensions for each credit/debit. The next is credit card transaction details. They share transaction IDs in a column named Doc, share GL #'s, and share posted dates. The combination of all 3 of these things will result…
Dataset Views - JOIN on date range?
In most database systems, you can create a join/view on date ranges like so: SELECT * FROM A1 JOIN A2 ON A1.ProductID = A2.ProductID AND (A2.SalesDate >= A1.StartDate) AND (A2.SalesDate <= A1.EndDate OR A1.EndDate IS NULL) However, a DataSet View in Domo only seems to allow joins on exact values and does not allow ranges…

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