How do create a formula that add to line items?
My data is broken out in the statement of cash flows below is how my data is structured. If I wanted to combine Loan and revenue, add credit balance by quarter. What would be the best way? I also want to include a date field for card functionality.
Account Q1 Q2 Q3 Q4
Credit 10 15 20 25
Loan 20 25 30 35
Revenue 30 35 40 45
Answers
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Hi @rumoredcs ,
Unfortunately, you can't add numbers really in the way you have data and have date filtering functionality. You'll have to transpose the data using the unpivot functions in the ETL.
Here's a video I made for you to follow along: https://www.loom.com/share/242bc551ed8e4d4c9c2c011b13d499d3
Good luck,
John Le
More video solutions at: https://www.dashboarddudes.com/pantry
John Le
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