Updating specific cells with daily values

[KW19]

Hi!

Newby here and I am stuck in my current workflow. I am working on creating an automated workflow for daily balancing. I feel like I have been all over the place trying to find some guidance but no luck so far, hoping someone here can help 🙂

Here is what I am trying to do:

Common field is Matrix - Highlighted in blue

I want to take the $POS value, Column J in example, and populate it in column G next to the cell with the description of Matrix Cash.

I am also open to other creative ideas, such as creating new columns or tabs, to make this workflow come to life!

[JosephSerpis · Accepted solution]

Hi @KW19 I mocked up a workflow let me know what you think?

[KW19]

YES!! Thank you so much for your help!