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Generate rows from calculated fields

David_Little
7 - Meteor

Hi all,

 

Just to note. The actual dataset would be thousands of lines, so I'm looking for a dynamic/automated approach.

 

The basic example below is a billing forecast: I would receive the data for the whole customer billing total and the number of months it will bill, as well as the estimated first billing date.

David_Little_1-1653395432454.png

 

How would I then go about getting the estimated line item view below: I would need the "value" to be a divisible of the number of months (accounting for rounding to the second decimal), and the "bill date" to be calculated one month (same month day) from the previous date (with the first month being taken from the "first billing date" field.

David_Little_3-1653395614725.png

 

Many thanks in advance !

 

6 REPLIES 6
IraWatt
17 - Castor
17 - Castor

Hey @David_Little 

Think this achieves what you want:

IraWatt_0-1653396689150.png

Let me know if you have any questions or issues :)

HTH,

Ira

binuacs
21 - Polaris

@David_Little One way of doing it

 

binuacs_0-1653396794108.png

 

messi007
15 - Aurora
15 - Aurora

@David_Little,

 

Please see below :

 

messi007_0-1653396962394.png

 

Attached the workflow,

Regards,

DataNath
17 - Castor
17 - Castor

My solution is just about identical to everyone else's so no point reposting. However, not sure anyone has addressed the rounding. If you want to fix it to 2 d.p. then just wrap your value division in the rounding function:

 

round([Value]/[No of billing months], 0.01)

David_Little
7 - Meteor

Thanks all !

IraWatt
17 - Castor
17 - Castor

No worries glad it worked for you @David_Little ! 

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