Total Expense/Income

[danielmaguire]

Hi,

Assuming that the text input tool must stay in the same format, is there a more efficient way to complete the following workflow, particularly if I have far more records of income and expenses?

I am trying to get two columns at the end, similar to a profit and loss statement, but I cannot seem to do it.

Thanks,

Daniel

[atcodedog05]

Hi @danielmaguire ,

Here is a workflow for the task. I have optimized it as much as possible.

Output : 

Workflow : 

I hope its near to your requirement.

Hope this helps : )

If this post helps you please mark it as solution. And give a like if you dont mind😀👍

[danielmaguire]

HI @atcodedog05 

Thanks for providing the workflow. That works fine for the given output, I actually only need Field1 and $ as the final output, but thank you.

However, If I have multiple income lines and multiple expense lines, which have no words in common, is there a way to complete the task as efficiently? As in the formula tool you leverage the fact that all expenses have 'Exp' and all income have 'Inc'. For example Exp1 = 'Rent', Exp2 = 'Electricity' etc.

Any help is greatly appreciated.

Daniel

[atcodedog05 · Accepted solution]

Hi @danielmaguire 

You filter out and keep only the required columns using Select tool.

For your second concern it is suggestable you have a LookUp Table which will give type of the entry

Rent - Exp

Elericty - Exp

Salary - Inc

Bonus - Inc

In this way if you have a table you use Find and Replace you match them and push to your further flow.

Hope this helps : )

[atcodedog05]

Happy to help : ) @danielmaguire 

Cheers and Happy Analyzing 😀