I’m new to PowerBi and still learning, and need some guidance. I have the following challenge
In the example data below. I have a table of invoices, mixed into that are what we call a credit rebills. One column contains service orders (column 4) that are generated and eventually get converted to invoices with unique numbers shown in (column 1). Periodically we have to credit the customer and create a new invoice (column 1) with a new invoice price. When a credit is created from the original SVO number a new transaction is created, it keeps the same SVO number but a new SVI or invoice is created with a new price. If I total up all the transactions in the table its not a true number until I pull out the transactions that fall under a credit rebill situation.
What I have to do is to identify any SVO that is a duplicate. Finding any that are duplicate means it was a credit rebill. Then I have to go back to column 1 and select the larger of the SVI numbers because it was the latest created. It will have the new price in Column 5. My thought was to create a calculated column that could capture all credit rebills. Any help on an approach would be greatly appreciated.