Excel Magic Trick 1493 Part 1

Excel Formulas PivotTable: Allocate Invoice Header Amounts To Transaction Line Table


In this video learn how to take Invoice Shipping and Discount Amounts from an Invoice Level (Header) Transaction or Fact Table and allocate those amounts to the Invoice Line Item Level Fact Table so we can use the Line Level Product Criteria (Filter) to create a Shipping and Discount Amount Report by Product. This is a typical business problem where the grain (granularity) of the two Transaction / Fact Tables is different and in order to use a filter or condition / criteria from the Line Level Transaction / Fact Table we must first allocate the Header Level amounts to the Line Level.


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