How to dynamically add in new lines with varying descriptions

[PickleRick]

I'm trying to populate a form that will have varying amounts come in based on the users input but can't figure out how to make this dynamic as I'm pulling the data from a different tab in the excel sheet. The lines must always remain in the same order. Not sure if this makes sense, have included a sample table below with a few annotations? Any help would be much appreciated!

Description	Amount
Line 1 - these are fixed descriptions that must stay in the same place	123
Line 2	234
Line 3	345
[Other] - can be any description (text will change)	456
[Other] - can be any number of new descriptions added at one time	567
[Other]	789
Line 4 - this needs to come after the new lines	890
Line 5	901
Line 6	012

[wdavis]

Hi @PickleRick 

Is there a consistency to the descriptions that you would have in Lines 1-3 and 4-6? If so, it would be possible to build out the logic to maintain these in a consistent order.

Thanks

Will

[PickleRick]

Hi @wdavis 

Yeh they will always stay in the same order, it's only the [Other] that will change.

Thanks!

Kind regards,

Saj

[wdavis]

So for those descriptions, will they always have the same text contained within them for those rows? We would then be able to put them into groups which will essentially be; group 1 - lines 1-3, group 2 'Other' and group 3 - lines 4-6 if that makes sense?

Thanks

Will

[PickleRick]

Ah okay, yeah for the Line 1, 2 etc.. will be the same description in the same order. The only thing that will have different descriptions and be in any order and could be any number of new lines is the other [Other].

[danilang]

Hi @PickleRick 

Can you post a sample file with the 2 tabs the we need to read from.  This will make it much easier to develop something.

Dan

[wdavis · Accepted solution]

@PickleRick 

Could you then use a Formula Tool to create groups using the IF statements to sort your data later into the correct order.

E.g

IF [Description] IN("Line 1", "Line 2", "Line 3") THEN 1

ELSEIF [Description] IN("Line 4", "Line 5", "Line 6") THEN 3

ELSE 2

ENDIF

You would need to update the "Line 1" etc values with the correct full description in your data. But this would provide the ordering for your final output.

If the order of rows 1-3 and 4-6 also needs to be exactly the same, we could apply a further Multi-Row Formula for grouping these further.

Does the above make sense and would that work? If you provide the sample data we can mockup a workflow for you

Thanks

Will

[PickleRick]

Hi Dan,

Unfortunately the data is sensitive so can't post it. But the other tab essentially has different descriptions that are summarised into Line 1, Line 2 etc..

Description 1	1
Description 2	2
Description 3	3
Description 4	4

Line 1	SUM(Description 1 + Description 2)
Line 2	SUM(Description 3)
[Other] - Description 4 text	Amount(Description 4)
Line 3	SUM(Description 1 + Description 3)

[PickleRick]

Thanks @wdavis  yeah that makes sense, let me give it a go!

[wdavis]

Excellent! Let me know if that works for you, or if you require any further assistance on this.

Will