Hi there,
I work for an accountancy firm and working with multiple data tables for debtors, work in progress, time and fees. They all have different date periods but I am trying to merge data so each client shows for all the elements.
For example for end of Oct, I would like to show what the client was billed year to date (June to Oct), how much time was posted to that client, how much time was written off, how much time still waiting to be billed, and outstanding debt as at end of Oct.
If I have connected all the tables but if I select the period from each table, depending on which date I filter, it is affecting the other values.
Is there a way to add a new measure that can help me achieve above?
Any help is greatly appreciated.
Many thanks
Figen
I work for an accountancy firm and working with multiple data tables for debtors, work in progress, time and fees. They all have different date periods but I am trying to merge data so each client shows for all the elements.
For example for end of Oct, I would like to show what the client was billed year to date (June to Oct), how much time was posted to that client, how much time was written off, how much time still waiting to be billed, and outstanding debt as at end of Oct.
If I have connected all the tables but if I select the period from each table, depending on which date I filter, it is affecting the other values.
Is there a way to add a new measure that can help me achieve above?
Any help is greatly appreciated.
Many thanks
Figen
