Filter/formula

Hi,

What i want to do is that i want to take forward a specific account's revenue but for only month one and month two, but take froward all the months revenue for all other accounts, how do i do this, i just want to restrict that specific account

the data structure looks like this but will have many other accounts.

Workflow

Accepted answers

atcodedog05

Hi @chiragpatel_1

Another method using the Multi-filed formula tool

Do make sure unknown is checked

Hope this helps : )

Account B.yxmd

All comments

atcodedog05

Hi @chiragpatel_1

Can you provide sample data in an excel file and more understanding on this. How do we know how many months to take for which account.

Happy to help : )

chiragpatel_1

attached is the file, I have a specific account, only one, in the test file let's say account B only and I only want 202001 and 202002 revenue and ignore everything else for that account only (account , the rest of the accounts all the revenue for each month is to be taken forward as normal, it just that account B

Tranpose test.xlsx

Qiu

@chiragpatel_1
Maybe something like this?

0301-chiragpatel_1.yxmd

atcodedog05

Hi @chiragpatel_1

Another method using the Multi-filed formula tool

Do make sure unknown is checked

Hope this helps : )

Account B.yxmd

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