Power Platform Community Forum Thread Details

Hi All,

I have to create a solution in Power Platform. The source data contains sales amounts for different categories. Transactions with category 2 indicate that the payments for those transactions are confirmed and hence POS certificates are generated. The requirement is to allocate the amounts and certificate numbers to the category 1 transactions.

Mock up data as visible on a Power BI table visual:

Here, the total confirmed payment (category 2) is 200+300 = 500, so the ask is to allocate this 500 to the transactions with category 1. So I am looking for an output table (can be an excel file) (for category 1 transactions), which should look like below after allocation:

In case it's not clear already, let me explain the logic here. These are all the transactions with category 1. For the first transaction, the quantity is 23 and our balance to allocate is 500. So the entire transaction amount can be attributed to the first payment certificate (123). For the second transaction, now the balance is 477 (500 - 23), and the transaction quantity is 56. So again, this can be assigned to the POS1 certificate, and so on.

Additionally, there can be multiple confirmed payments (and hence certificates), and for each one, a new column has to appear, along with the Certificate column which should show the certificate number assigned to a transaction (There can be an 'Allocate' button using which end users can trigger the process. Ultimately, data from this new table would be exported and fed to an external application).

I am not sure whether this kind of a logic can be implemented or not in the first place. Would appreciate any help & suggestions.

@trice602 @Agnius @ManishSolanki @Nived_Nambiar @wskinnermctc

Categories:

General topics

Yes, of course it can be implemented. What you need to do is read this input table, get the sum of amounts of rows with category 2 and then building a loop for rows with category 1 and checking the amounts there. The logic itself is not very complex, but this is a relatively large flow to build. You should try doing it yourself and then come back to the forums for help if/when you get stuck. Or hire a professional consultant/developer to do it for you, if you feel you cannot do it yourself.

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