How to dynamically calculate subtotal?
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This is my current input with client ID, GL and data month by month.
And I want to insert a row at the end of each client ID to calculate the subtotal. I was able to create the calculation but when I add a new month in, it doesn't work so can you help with a more dynamic workflow to calculate the subtotal. Thank you.
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- Dynamic Processing
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Hi, @bui195
First of all, in order to better understand the application scenario, you may need to clarify the following questions:
1- Will your column names contain special characters other than letters and numbers such as &$#-./ ?
2- Do you mind that the column order of the result fields in the final output is different from the input?
3- More than 2 columns do you have at most that do not participate in grouping and calculations such as [GL account] ?
If the above answers are yes, then the current solutions of 'dynamically calculate subtotal' may need to be further improved.
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Thank you for your help! This workflow works well with existing months but when I input a new month in, it wont' calculate the new month because in the Summarize tab, we manually select the months to sum up.
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Hi, @bui195
If you can follow me , the above workflow will be dynamic process new columns as you added or deleted, no need you manually select it.
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@flying008 Hello! May I have the yxmd version for this solution?
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Hi, @Silvia_Lau
Sorry ! Because our security policy, I can't upload yxmd file to here, but the gif are clear explain the flow.
