Dec 07 2022 01:56 PM
I have a table with cash flow generated from stocks and bonds. Each row has year and month, a ticker, and amount. I want to summarize the data in a new table that has rows with cash flow organized by month. I tried to use the following nested XLOOKUP to capture the ticker, the year, and the month and return the cash flow. I get a #VALUE! error on all the cells. Here is the XLOOKUP i used:
=XLOOKUP([@[Ticker/Cusip]],CF[Ticker/
Cusip],XLOOKUP(Holdings!AP$3,CF[Year],XLOOKUP(Holdings!AP$4,CF[Month],CF[Total
CF - CAD],0,0,1)))
Dec 07 2022 10:06 PM