Hi,

   Happy early holidays! Working on creating this Nintex Workflow for Sharepoint. Just had a question if this is feasible or not:

Essentially, I have a list that is primarily grouped by year, then name. I want to query the list, and sum items attached to a particular name only for a certain year. Is there a specific filter I could use to ensure that it only sums items under a certain year?

SharePoint Calculated Formula for “Year” for Group:

• This is the list, essentially, it’s grouped by year, and then I want to take the red circled numbers and sum them into another column. I tried using Sharepoint’s “totals,” however, I just want it to be individual-specific, and I don’t want the grand sum (ex: 16 in this case) to appear, thus the desire to create a workflow.

• These are my query list filters. I tested the substring value and it does result in 2022. However, I’m wondering if it’s data type issue, i.e. year = calculated value vs. substring = ??? datatype.

Thank you guys for any tips!