Hello,
I'm currently trying to run a workflow that can function similar to a SumIfs in Excel. I need to use the prior month and unique ID in order to pull the prior ending value for that specific ID.
In Excel this formula would be SumIfs(Ending Nav, Unique ID column, Unique ID, Month Column, Month - 1).
If anybody knows how to do this, it'd be greatly appreciated.
Solved! Go to Solution.
Hi @JPMurphy91 I mocked up a workflow which I think answers your question let me know what you think?
That worked. Thank you!