March 2021 | Sum | Time |
Sales | 300 | MTD |
March 2021 | Sum | Time |
Sales | 800 | YTD |
This is a table grouped by Time.
In the Basic Table Tool I've tried creating a formula for the field "March 2021" as follows:
IF [Time] = "MTD"
THEN [_CurrentFieldName_] + " MTD"
ELSE [_CurrentFieldName_] + " YTD"
ENDIF
But the field name won't change. I'm just trying to make the table look a little nicer
hi @jakeuk,
Unfortunately I am having trouble understanding what you are trying to achieve, perhaps if you could showcase a clearer example using a file with your input data source and a desired data output solution?
Thanks.
My apologies, unfortunately I do not think I'd be able to provide the data for confidentiality reasons. Although, I can provide the solution as to what those two tables would like afterwards.
I've use the Basic Table tool to make two tables showing mtd and ytd numbers - and they look as follows:
March 2021 | Sum | Time |
Sales | 300 | MTD |
March 2021 | Sum | Time |
Sales | 800 | YTD |
What I'm hoping for with the formula I've described:
March 2021 MTD | Sum | Time |
Sales | 300 | MTD |
March 2021 YTD | Sum | Time |
Sales | 800 | YTD |
I just want a title above each table that is grouped, or to be able to change the Record # so that it has "MTD" or "YTD" to have something that is a little bit cleaner that having multiple rows with MTD and YTD, enabling me to get rid of the Time field alltogether
Hi @jakeuk,
Thanks for the clear explanation, using a combination of filter + dynamic rename tools, you should be able to get what you need, please refer to my solution below.
Hope this helps! :)