Convert monthly payments into yearly total fields

[jmlabelle65]

I am trying to build a workflow that will take an excel file with multiple column fields including monthly payments that go out 20 years.

I would like to group this data by more than 1 column field and then summarize by year.  Is there a formula that will look at the year in a date and then create and add new fields that add up the total payments by year for each grouping?

[jmlabelle65]

Thank you, much better.  Now I would like to try to figure out how to sum up the years after 2025 like I had it in the last file I sent.

Can you show me a way to do that?  The goal being to show the next 5 years of payments and 1 column for all the years afterwards.

I have attached the file you sent with my changes that shows all the years laid out, but would to have all the years after 2025 total in one column called 2026+

[marcusblackhill · Accepted solution]

Try this modification

[jmlabelle65]

Perfect! Thank you so much, Starting to figure out how this works thanks to your help.

[jmlabelle65]

I cannot solve this, can someone please nudge me in the right direction (see sample attached).  I am not sure why it is not pulling any data

[jmlabelle65]

Never mind - I think I got it