I have a data set that includes invoices within a cost center that report to a revenue category.
There are multiple rows per invoice based on the different tax amounts per item on the invoice.
However, the invoice amount is duplicated on each row.
I need to create a total invoice amount and total tax amount per cost center and then per revenue category.
I have tried using the summary tool and choosing the First option for invoice amount, but it's only grabbing one invoice amount instead of all first invoice amounts.
Is there a way to get the system to grab the first invoice amount per invoice and then add those together based on cost center?
I have also tried the unique tool, based on invoice and invoice amount, but then it removes the other rows with the full tax information required.
Any help or direction would be greatly appreciated! Thank you in advance for your time.
Hi @KassideyMShumway ,
can you please post some data that is representative of your problem so we can see more clearly what you're trying to achieve?
M.
Need your data ASAP to get you your assistance ASAP my friend
https://help.alteryx.com/current/en/designer/tools/preparation/multi-row-formula-tool.html
Try to sort the cost center transactions together and use the Multi Row Formula Tool to check if the previous row is the same cost center, then add to the invoice amount