How do create a formula that add to line items?

rumoredcs

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

DashboardDude

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