Custom Column Creation based on the Data columns

SiddeshDhruva

Hi,

I am working on developing a logic to create a custom column based on input data from multiple existing columns.

For your reference, I have attached the example data table.

Below are the problem statements:

Problem Statement 1

If the ID contains 'UP' and the subsidiary is equal to parent, then it should be UP.

Problem Statement 2

If the supplier has only one record, mark the status as UP.

Problem statement 3

I want to create a custom column that captures the wins by UP for its subsidiaries

Thank you!
Dhruva

Problem Statement.xlsx

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Data Investigation

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binu_acs

@SiddeshDhruva one way of doing this

Winning_21092024.yxmd

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binu_acs

@SiddeshDhruva

Problem Statement 2

If the supplier has only one record, mark the status as UP.

where is the supplier field given?

Problem statement 3

I want to create a custom column that captures the wins by UP for its subsidiaries

what is the logic to calculate this field?

SiddeshDhruva

@binu_acs Thanks for the replay and apologies for the confusion.

Supplier columns are:

a. Parent supplier are in Column 'B'

b. Subsidiary Suppliers are in Column 'C'

I have created an expected output sheet in the attached workbook, which may help you understand the two fields I am looking for as the output.

1. Column 'E' in Expected Output titled "Status by Suppliers" essentially addresses problem statements 1 and 2.

>If the ID contains 'UP' and the Parent Suppliers equals to Subsidiary Suppliers, then 'UP'; otherwise, 'SUB'.

>We need to apply the another logic to update the status as 'UP' for individual records, such as in row #10 of the problem statement table.

2. Column 'F' in Expected output titled 'Winnings by UP Suppliers' addresses problem statement 3.

This logic should assign the winning numbers by UP Suppliers to their respective subsidiary Suppliers.

For example, The parent supplier Accenture PLC has three subsidiary suppliers with winning numbers of 100, 200, and 300, respectively (in Column 'D'). Our initial expected output in the 'Status by Suppliers' column should display 'UP' for the first row (#2), and based on the logic for problem statement 3, the winning numbers should be assigned to its subsidiaries accordingly. I'm not entirely sure which logic would be most suitable here.

Hope this helps.

Thank you!

Dhruva

Problem Statement and Expected output.xlsx

binu_acs

@SiddeshDhruva one way of doing this

Winning_21092024.yxmd

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