Hello,
I'm trying to design a workflow that will append table data from one output file to the appropriate month column of second output file (as a financial dashboard).
I have attached an Excel spreadsheet with two tabs to represent the "Output" of my first file and the "Dashboard" of my second file. The first tab has financial data by month and state, and the second tab is a mock-up of a financial dashboard to load in this data by the column header by month. On the "Dashboard" tab, I used the SUMIFS function to load January and February sample financial data. I'm trying to get the same effect from a workflow for March to load the green-highlighted table section of the "Output" tab to the green-highlighted column of the "Dashboard" tab. I've played with some derivations of SUMIFS using Alteryx tools, and somewhat with Find and Replace, but it's over my head for my level of experience. Any help would be greatly appreciated. Please let me know if more info is needed. Note that the output stacks amounts by month and would need to recognize the month in the "Report Month" column to append to the same month column in the Dashboard.
FYI, instead of directly loading to the Dashboard file, I use an initial Output file to validate the data is accurate before placing in the Dashboard file.
Thank you,
Jason
