Custom Sum

[knnwndlm]

Hi SME,

I have a sample dataset that has the fields Type, Year, Amt, and Cust Sum.  Within each Type, if I see a negative amount in Amt for a given year, I want to total the amounts from one year forward and backward.  Otherwise, just leave the total blank.  This is calculated and shown in column D in the attached file.

Could you please advise on the best approach to do this?  This is a simplified version of my workflow as I'll need to add other business rules to this.

Appreciate it.

Thanks,

kwl

[binu_acs · Accepted solution]

@knnwndlm use the multi-row tool, sample workflow attached

[knnwndlm]

Thanks @binu_acs !  Is it possible to do this using the Tile or Make Group tool?  I didn't want to use the Multi-Row Formula tool because it can get pretty harrowing when I factor in other attributes in the logic.

[Qiu · Accepted solution]

@knnwndlm 
If you really dont like the Multi-Row tool, maybe we can do something like this.
Point is to get the upper and lower rows for each row with negative value.