Hi!
I've built a workflow that compares a set of financials from multiple companies, each in a separate column, and then adds and subtracts these columns based on a manual list I review before each run. There are two main parameters: include and exclude. The columns that are "excluded" are not just excluded, though; they are subtracted from the "included" columns because they actually roll up into the "included" column on our financials. It's confusing, but that's just how our financials work. Unfortunately, occasionally the financials and company codes and names change. When that happens, and I feed it updated financials and an updated "include/exclude" list to compare it against, I have to go in and double-check that tools (Join, Select, etc.) are indeed checking the correct company fields, which usually requires several changes. Is there a way to make this workflow more dynamic so that when it is fed updated company fields, I don't have to double-check all the tools to ensure it's working correctly?
I've attached two dummy workflows to illustrate my problem: Workflow 1 will have no changes, and everything will work as it should. Workflow 2 will contain an updated company code (2060 - Solar Corp -> 2050 - Solar Corp), and you can see how this change causes problems in various tools throughout the workflow.
This is the only workflow I've built, so I apologize if the workflow is clunky and my question seems silly.
This workflow also contains a macro from Crew Macros that totals both across and down.
Thank you!
