My goal is to create month wise Cashflow report.
As can be seen from attached sheet, in Table BS, there are 2 flags for same ID in Oct and Nov.
In Table A, I need to lookup the flags from Table BS ,
In my Table A , in Oct , I want “Matched” flag
and in Nov , I want “Reversal” flag
So that corresponding logics are applied for each month
What can be done? Is anything in data missing or can be done in PBI?
In the end, I should have something like this:
X Amount Y amount (using “Reversal logic” from table A)
(using “Matched” logic from table A )