Comments
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Hey @david_cunningham - How would I edit your latest code if in the dataset, the request IDs repeat: request_transactions_organization_payee_id= organization Base Request ID = application request_amount_recommended My goal is to get the grant amount (request_amount_recommended) by payee org for each distinct request ID.…
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Thanks so much @david_cunningham. It worked! You're such a pro!
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Is there a way to keep the repeating rows of org names and just have a column that does the SUM IF part. I need the rows to repeat for other data purposes. I did this via Excel but Beast Mode is not my jam. The last column "desired output" is what'd I'd like to see: organizations_name requests_state…
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Hi @david_cunningham - What would the code be if it's in a table? I used your code but it's not summing by org_name
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For some reason, the Beast Mode didn't work. This is the what I used: CASE WHEN year(fsa_spending_year)=year(curdate()) THEN rtfs_amount ELSE 0 END This became my output. I would have expected 150000 to appear in the test(cy payments) column.
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I also meant to ask: fsa_spending_year is formatted as string (abc) - do I have to convert that to integer in order to have it match to current year? Sorry, I am such a newbie.
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Thanks @ArborRose - I see conceptually how it should work and I appreciate how you did that! How do I add in there that I want to SUM the rtfs_amount by fsa_spending_year for each Base Request ID. I realize I gave you too perfect of a data sample. There could be cases where the rtfs_amount exist 2-3 times in a given year…
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This is great - thanks so much @david_cunningham! You are AMAZING!
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@david_cunningham - Yes, I need the full amount: $123,456. Thank you!!
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Hi @david_cunningham The answer to your question below is YES - I'd like either or: Are you saying that you only want to sum when the request_granted is True OR request_state is 'granted' or 'closed'? Ideally, I like to sum grants by org where the request_state granted' or 'closed' — I believe that is the cleanest.
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Hi @david_cunningham - This is great! When I implemented it I saw that the grant amount are not as clean as $100K. Sometimes it will be $107,240 so I will need it with the comma.
