Collate table invoice easily

Aug 6th, 2022
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How to collate table invoice

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[Music] welcome to Excel magic trick number 1495 hey were working on the same problem weve been working on the last few videos we got to see how to allocate invoice header amounts to a transaction line-item table and in this video we get to use power query this really should be called power query magic trick hey heres the fundamental problem weve been working on we have won two different transaction or fact tables this table stores the numbers at the invoice level or the header level shipping cost and invoice discount or for the entire invoice but an entire invoice is made up of multiple lines or multiple product recordings where we sold 21 quantity of Sunbelt eighty-eight of Crested Butte and so on and if our goal is to use some criteria or filter or dimension from the line item table on the numbers that exist in the header or invoice tables we have to figure out how to allocate these numbers down to the line level then were allowed to use whatever conditions or criteria filters

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Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.
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To create an invoice from an Excel template on a Windows PC, follow these steps: Open Microsoft Excel. Search for an Invoice Template. Choose Your Template. Open the Invoice Template. Customize the Invoice. Save the Invoice. Send the Invoice.
How to create an invoice: A step-by-step guide Brand your invoice. Add a professional header. Include invoice information. Include the dates. Description of goods/services delivered. Include tax details and highlight the total money owed. Include payment terms. Add explanatory notes with terms and conditions.
How to create an invoice number numbering your invoices sequentially, for example INV00001, INV00002. starting with a unique customer code, for example XER00001. including the date at the start of your invoice number, for example 2021-01-001. combining the customer code and date, for example XER-2021-01-001.
When multiple tasks are linked to a project, you can collate and merge task invoices into one single invoice.

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