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!
