Data Combination -
- Subscribe to RSS Feed
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Mute
- Printer Friendly Page
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Notify Moderator
I have a workflow where I want to combine two Trial balances and group them by GL account and Account Type. There are a number of TB in the data output -- but I want to group them as follow :
Fund 28 and 29
Fund 30 and 31
Fund 32 and 33
I'm able to consolidate only the top one -- but having issues with the other grouping .. Also , if possible can I create for each combination 3 tabs -- Consolidated TB / Fund X / Fund Y. for each of the fund group
Solved! Go to Solution.
- Labels:
- Common Use Cases
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Notify Moderator
Hi @ll98 ,
Please see the attached workflow for your first issue. I hope this helps.
Also, could you explain the 3 tab issue more, maybe with an example? Best.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Notify Moderator
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Notify Moderator
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Notify Moderator
See attached file sample ---
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Notify Moderator
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Notify Moderator
@mot I'll accept this as a solution but what about if I have more than two Asset Types -- If I have Expenses, Capital, Revenues. Do I need to keep creating filters.... Is there a way to dynamically capture all that -- Also -- I just not need to only show the cumulative TB Tab -- I need to show the other TB Tab in the same file. DId you see my attachment ...
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Notify Moderator
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Notify Moderator
Thanks @mot
