Data sets lines items update

Question

Hello All,

I have two datasets: the primary dataset, referred to as "Data," and another one known as the "template data." According to the template data, I need to transfer data from the Data tab to a future period, such as from April FY24 to September FY30. However, I should only transfer the lines that are present in the template data. The challenge arises when, for instance, Order 31249 has identical lines in my dataset. In this case, I'm required to move only one line to the future period for September FY30. Can you suggest a method to create a workflow that meets these requirements?

Thanks,

Example 05.02.xlsx

Learner09 · Answer

@Matt_D Yes, it little bit confusing. I have attached the desire output.

Example 05.02.xlsx

Matt_D · Answer

Hi @Learner09  noticed this was the 2nd time you've posted this. I'd show an example of what you want the output to look like  as it wasn't clear on your first post and it's not clear on this one.