I'm trying to get an IF statement on my data set in the Multi-Row tool but every which way I write my formula it's not working or gives me an error. See my data set below - all I'm trying to is if Cashflow Direction = "To Fund" and it's value is 0 then make Cashflow Direction = "Gain/Loss 2" = 0 otherwise it should keep it's amount. So in this example Gain/Loss 2 should be 0.
I also attached the excel output if that's easier as well.
Cashflow Direction | Name | Value |
From Fund - Amortization of Basis | 2022_05_31 | -44387 |
Gain/Loss 2 | 2022_05_31 | -86860 |
Amortization 2 | 2022_05_31 | -86860 |
To Fund | 2022_05_31 | 0 |
Adj Basis 2 | 2022_05_31 | -88776 |
Solved! Go to Solution.
Hi @nfontenot
Is the name field the unique identifier that ties all these records together? A few more samples in the dataset would be good to make sure you get the best answer.
You posted your dataset a few days ago I think. You need to crosstab your data on cashflow/direction - and then try to get it to work. It's also sorted odd if I remember it. Basically your known values should be the first row.
In the example you posted above - you are trying to change two things in one multi-row formula. You can set one value in multi-row- not two. you cannot change Cash Flow direction and value in the same multi-row.
This is the dataset. Not other unique identifiers others than the Cashflow Direction name
Find in attachement one way of set this rule using multi-row formula tool.
Let us know if this solution works as you want.😉