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How can i create a Profit & Loss Statement using multiple records of revenue and expenses?

Abhi27101990
6 - Meteoroid

Hi, i have query which is very well explained in the attached file. 

How can i achieve these results? Any help!

1 REPLY 1
Hannah_Lissaman
11 - Bolide

Hi @Abhi27101990 

 

You can create the first table using a Summarize tool. Group by Particulars and Sum your Amount column. 

 

To apply your tax rate to just one value in the table, you can then use a Formula tool with something like the following:

IF [Particulars] = "Tax" 

THEN [Amount] * 1.4

ELSE [Amount]

ENDIF

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