What formula can I use to populate [Accruals (CR)] for [S-U TAX ID - STATE] CO-06-ST-7 [Account] 220015 with 50% of the sum of [Accruals (CR)] for [S-U TAX ID - STATE] CO-06-LO-12 and CO-06-LO-2 [Account] 220015? Expected outcome: -8438.31 (.5* (-9668.05 + -7208.57))
YEAR | PERIOD | S-U TAX ID - STATE | Account | Accruals (CR) | |
2019 | 4 | AZ-03-ST-3 | 141265 | 0.00 | |
2019 | 4 | IL-14-ST-14 | 220015 | -87213.10 | |
2019 | 4 | CO-06-LO-12 | 220015 | -9668.05 | |
2019 | 4 | CO-06-LO-2 | 220015 | -7208.57 | |
2019 | 4 | VA-47-ST-4 | 630040 | 0.00 | |
2019 | 4 | CO-06-LO-12 | 141265 | -500 | |
2019 | 4 | CO-06-LO-2 | 141265 | 0.00 | |
2019 | 4 | CO-06-ST-7 | 220015 | 0.00 | |
2019 | 4 | WI-50-ST-4 | 220015 | 0.00 |
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HI @garretwalters12,
I would suggest that you use a Multi-Row formula based on an Account.
If the names of the S-U TAX ID - STATE is consistent, you might be able to use it.
Best,
Yalmar
I tried looking at the multi-row examples, but nothing seems to relate to what I am trying to do. Can you provide an example?
@garretwalters12 Can you explain how the records relate to one another outside of the one example? what you're likely going to do is use the summarize tool to aggregate the values and then join that to the original dataset to provide the new value, but it's hard to know from your one example.
A fully populated expected input / output table would be a big help.