Adding Columns

[tomtingley]

Hi,

I've created a workflow for the attached file, but it only half works.

For the Expense line, there are values for every month from Jan 23 to Sep 28, then right at the end, it sums all the values for each year.

So the 2023 column sums Jan23-Dec23, 2024 sums Jan24-Dec24 etc.

However, the Payments line, does not do this.

If you look, all the columns are blank for this row on the far right side, even though there's -18k in Mar23 Payments.

Can anyone help? 

[geraldo]

@tomtingley 

What could be happening is that the voices were null and you are using the formula tool with the + sign.
Adding nulls will not return values. If there are no values, enter 0.

[Yoshiro_Fujimori]

Hi @tomtingley ,

I agree with @geraldo , and if that is the case, you may want to use Data Cleansing Tool.

Data Cleansing Tool configuration

But if you just want to get the summary of each year, I would also suggest using Summary tool for scalability.

(It would be cumbersome and error-prone to add 12 columns for each year.)

Here is a sample workflow.

I hope this is of some help.