Filter/formula

[chiragpatel_1]

Hi,

What i want to do is that i want to take forward a specific account's revenue but for only month one and month two, but  take froward all the months revenue for all other accounts, how do i do this, i just want to restrict that specific account

the data structure looks like this but will have many other accounts.

[atcodedog05]

Hi @chiragpatel_1 

Can you provide sample data in an excel file and more understanding on this. How do we know how many months to take for which account.

Happy to help : )

[chiragpatel_1]

attached is the file, I have a specific account, only one, in the test file let's say account B only and I only want 202001 and 202002 revenue and ignore everything else for that account only (account B), the rest of the accounts all the revenue for each month is to be taken forward as normal, it just that account B

[Qiu]

@chiragpatel_1 
Maybe something like this?

[atcodedog05 · Accepted solution]

Hi @chiragpatel_1 

Another method using the Multi-filed formula tool

Do make sure unknown is checked

Hope this helps : )

[chiragpatel_1]

Thank you again

[atcodedog05]

Happy to help : ) @chiragpatel_1 

Cheers and have a nice day!