I need to finish this expression to sum everything under [Document Type] - excluding “Payments” but minus everything “Credit Memos”
This is what I have so far:
SUM(
SELECT(AR[90 + Days Virtual],
AND([Customer Number] = [_THIS].[Customer Number],
[Document Type] <> “Payments”
)
)
)
I think you are almost there, just have one sum taken away from another
SUM(
SELECT(
AR[90 + Days Virtual],
AND(
[Customer Number] = [_THIS].[Customer Number],
AND(
[Document Type] <> “Payments”,
[Document Type] <> “Credit Memos”
)
)
)
) -
SUM(
SELECT(
AR[90 + Days Virtual],
AND(
[Customer Number] = [_THIS].[Customer Number],
[Document Type] = “Credit Memos”
)
)
)
Note I added another condition to the first SUM to also exclude credit memos, otherwise I think you would be counting them twice.
Thank you very much. I will try this now…
k. I am still not getting what I wanted. So I am wanting the rows to be shown ONLY if there is a balance. So, if in 0-30 days there is a balance - then show the value, and if there is no balance in 0-30 days - show nothing (Blank).
Using the formula i built along with yours - now I get the entire balance for 0-30 days on each row:
