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Adaptive Insights LLC.

Switch Statement to Pull Data from a Specific Month in Another Account to Populate all Months

In the following example, I used a Switch Statement to pull July data from Account B into all months in the same year into Account A.  In fiscal year 2019, $5,000 was pulled from July of 2019 into all months in 2019.  In fiscal year 2020, $6,000 was pulled from July of 2020 into all months in 2020.


Below is the formula:


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