Wondering if anyone can help me out. I have read various lookup support and help topics but none specific to the situation below:
We have an expense table we periodically add our business costs to. We would like to create a forecasting table that pulls in data from the expense table dynamically.
We filter our Forecast table by a particular “Project”. We want to see the total costs by “Component”. We then create dynamically calculated fields in the new table e.g. Gross and Net Costs.
We have been able to create the table by hard coding the “Components” from the Expense table and using column formulas successfully.
We have not been able to get the Components to be dynamically populated in the new table.
We have tried lookup formula but we do not get a unique distinct component per row.
We have tried creating a lookup table that does give us distinct components per row but we are unable to filter by project and our column formulas for some reason would no longer work displaying zero when introducing a Lookup Table generated from a Column in the parent Expense Table.
Any help would be greatly fully appreciated.