2 Replies Latest reply on Jan 18, 2018 7:28 PM by Alex Martino

    Refund attached to order

    Alex Martino

      I have four columns, How can I create a column that will look at transaction, and if the order is a refund match the date with the date of the matching transaction, SO THAT I CAN COUNT THE REFUND IN 11/2016 instead of 1/1/2017. Thanks!!


      Transaction #, Date, Type, Quantity


      For the order

      Transaction # = 1, Date = 11/1/2016, Type = Order, Quantity = 1


      For the refund

      Transaction = 1, Date = 1/1/2017, Type = Refund, Quantity = 1

        • 1. Re: Refund attached to order
          Norbert Maijoor

          Hi Alex,


          Find my approach as reference below and stored in attached workbook version 10.3  located in the original thread



          0. dataset



          1. D1. Refund: {fixed[Transaction]: max([Type])}


          2. M1. Refunding: if [Type]="Order" and [D1. Refund]="Refund" then [Quantity]*-1 else 0 END


          3. M2. Total: [Quantity]+[M1. Refunding]


          4. Drag required objects to the indicated locations and Filter Type on Order





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          • 2. Re: Refund attached to order
            Alex Martino

            Thank you. The stakes sense. Another question: Is there a way I can see the timing of when the refunds came in vs. original order date? For example, during the period of Jan-Feb, 90% of ALL associated returns came within x days of their original orders.