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Not applicable

Loops

I have 3 tables, Table A (Customers), Table B (Invoices) and Table C (Expenses)  Both Table B and C can be linked to Table A, but both Table B and C have a transaction Date field.  I want the ability to show on a pivot table the invoices and expenses and filter by date.  The problem I want to use one date.  Currently I have to choose the month from Table B and the the Month from Table C.  Is there a way to make one date field to search on and it chooses the appropriate month from both tables.

Many Thanks!!

3 Replies
Not applicable
Author

I do have a master calendar, the problem is it creates a loop. How can I get rid of the loop.

Lance H. James, CPA

Director of Finance

The Aspen Brands Company

Kate Aspen · Baby Aspen

678.282.0053 x 777

<http://www.theaspenbrands.com/>

<http://www.kateaspen.com/>

<http://www.babyaspen.com/>

Sokkorn
Master
Master

Hi,

Hmm. Just an idea to create data model below:

Untitled.png

Create variable vCalendar = Concat(MasterDate,',')

Create Pivot table

    Dimension:

        . Customer Name

    Expression

        . Invoice Date = Only($<[InvoiceDate] = {$(vCalendar)}> [InvoiceDate])

        . Expense Date = Only($<[ExpesneDate] = {$(vCalendar)}> [ExpenseDate])

        . Value = Sum(FieldValue)

Above solution is just an idea for you to get start. It may not the best one for you. Let try.

Regards,

Sokkorn