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Ally_95
New Member

Report for quarterly invoices and credits

‎03-05-2025 06:27 AM

Hello all,

 

I am currently working on a report for a quarterly overview of all customer invoices, credits and the revenue which is in this case 10% based on the total of each quarter.

The report right now looks like this:

Report.JPG

 

Invoices shall sum all invoices with value bigger than 1. Credits shall sum all invoices with values less than 0.

Currently the report creates the sum for one customer including all invoices and credits. I would like to see them separated and a total of them beign summarized in "Total".

Any ideas how I can create two separate columns for invoices and credits although they are stored in one column in excel?Thanks a lot for helping. The file I am referncing is attached hereto.

NameInvoice NumberContractInvoice DateTotal AmountTotal Amount including VATPayment Due DateStatus ReasonOwnerCreated OnContract Number (Contract)Customer NumberCeasedBusiness (Contract)Sanctions (Contract)Status Reason (Contract)
C_600011234Business Pro01.01.2025-68-6831.01.2025ActiveShopOwner01.01.2025C_2000120001NoNoActive
C_601231235Business Pro01.01.2025141431.01.2025ActiveShopOwner01.01.2025C_2012320123NoNoActive
C_600031236Business Pro01.02.2025808028.02.2025ActiveShopOwner01.02.2025C_2000320003NoNoActive
C_600041237Business Pro01.02.2025303028.02.2025ActiveShopOwner01.02.2025C_2000420004NoNoActive
C_600021238Business Pro01.03.2025757531.03.2025ActiveShopOwner01.03.2025C_2000220002NoNoActive
C_600011239Business Pro01.03.2025141431.03.2025ActiveShopOwner01.03.2025C_2000120001NoNoActive
C_601461240Business Pro01.03.2025343431.03.2025ActiveShopOwner01.03.2025C_2014620146NoNoActive
C_601461241Business Pro01.03.2025-57-5731.03.2025ActiveShopOwner01.03.2025C_2014620146NoNoActive
C_601251242Business Pro01.03.2025212131.03.2025ActiveShopOwner01.03.2025C_2012520125NoNoActive
C_601301243Business Pro01.03.2025727231.03.2025ActiveShopOwner01.03.2025C_2013020130NoNoActive
C_601301244Business Pro01.03.2025151531.03.2025ActiveShopOwner01.03.2025C_2013020130NoNoActive
C_601881245Business Pro01.03.2025464631.03.2025ActiveShopOwner01.03.2025C_2018820188NoNoActive
C_601471246Business Pro01.03.2025666631.03.2025ActiveShopOwner01.03.2025C_2014720147NoNoActive
C_601341247Business Pro01.03.2025676731.03.2025ActiveShopOwner01.03.2025C_2013420134NoNoActive
C_601321248Business Pro01.03.2025-44-4431.03.2025ActiveShopOwner01.03.2025C_2013220132NoNoActive
C_600111249Business Pro01.02.2025595928.02.2025ActiveShopOwner01.02.2025C_2001120011NoNoActive
C_600201250Business Pro01.02.2025262628.02.2025ActiveShopOwner01.02.2025C_2002020020NoNoActive
C_600211251Business Pro01.02.2025-2-228.02.2025ActiveShopOwner01.02.2025C_2002120021NoNoActive
C_600171252Business Pro01.02.2025333328.02.2025ActiveShopOwner01.02.2025C_2001720017NoNoActive
C_600141253Business Pro01.02.2025575728.02.2025ActiveShopOwner01.02.2025C_2001420014NoNoActive
C_600011254Business Pro01.02.2025878728.02.2025ActiveShopOwner01.02.2025C_2000120001NoNoActive
C_601231255Business Pro01.01.2025838331.01.2025ActiveShopOwner01.01.2025C_2012320123NoNoActive
C_600031256Business Pro01.01.2025-61-6131.01.2025ActiveShopOwner01.01.2025C_2000320003NoNoActive
C_600041257Business Pro01.01.20254431.01.2025ActiveShopOwner01.01.2025C_2000420004NoNoActive
C_600021258Business Pro01.01.2025585831.01.2025ActiveShopOwner01.01.2025C_2000220002NoNoActive

 

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Message 1 of 3
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1 ACCEPTED SOLUTION
johnt75
Super User
Super User

‎03-05-2025 07:55 AM

Create 2 measures like

Invoices =
CALCULATE ( SUM ( 'Table'[Total Amount] ), 'Table'[Total Amount] > 1 )

Credits =
CALCULATE ( SUM ( 'Table'[Total Amount] ), 'Table'[Total Amount] < 0 )

Total = [Invoices] + [Credits]

View solution in original post

Message 2 of 3
51 Views
2 REPLIES 2
johnt75
Super User
Super User

‎03-05-2025 07:55 AM

Create 2 measures like

Invoices =
CALCULATE ( SUM ( 'Table'[Total Amount] ), 'Table'[Total Amount] > 1 )

Credits =
CALCULATE ( SUM ( 'Table'[Total Amount] ), 'Table'[Total Amount] < 0 )

Total = [Invoices] + [Credits]
Message 2 of 3
52 Views
Ally_95
New Member
In response to johnt75

‎03-06-2025 01:07 AM

Thanks a lot, it worked 👍

Message 3 of 3
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