Match condition based on Count Records

Question

Hi guys,

I am looking for some help with the problem below.

Basically, I have 2 tables where my goal is to look at the Table1_Count Records, and then based on the value on this field and its Timezone, I would like to look at Table_2 and assign an Account to Table1_Rep field.

Example:

Rep C has 4 records on Timezone CST, 2 on EST, 3 on PST. I would like to look at table 2 and assign to rep C, 4 accounts on timezone CST, 2 on timezone EST, and 3 on timezone PST...and so on and so forth for every record on my Table_1.

Table 1:

RepTimezoneCount RecordsAPST2BPST2CCST4CEST2CPST3DPST1ECST1EEST2EPST8

Table 2

AccountTimezoneAPSTBPSTCCSTDCSTECSTFESTGESTHESTIESTKPSTLESTMCST

I appreciate any insights. Thank you so much!!

gcosta · Answer

Hi @binu_acs , thank you so much ! I see what you ´ve done. That´s clever! Now, I am just wondering how can I remove duplicates and make sure an Account gets only one Rep assigned to it.

For example, looking at the outcome of your suggestion,

Account A, timezone PST can go to Rep A,B,C,D,E.

Account B, timezone PST can go to Rep A, B, C,D,E as well.

How could I make sure that the below is still respected? Rep A gets the 2 records, Reb B gets as well 2 records... so on and so forth

Table 1:

RepTimezoneCount RecordsAPST2BPST2CCST4CEST2CPST3DPST1ECST1EEST2EPST8

I hope this makes sense and sorry for asking so many question. I am having a tough time on figuring out if I can do something like that using the tool.

binu_acs · Answer

@gcosta this can be done with the help of Generate Row and Multi-row formula tools

GenerateRow_28_04.yxmd

gcosta · Answer

Hi @binu_acs , sorry if is not clear but eventually what I want to do is to get something like the following table.

Using the Example of Rep C:

AccountTimezoneTable1(Rep)APSTCBPSTCCCSTCDCSTCECSTCFESTCGESTCHEST IEST KPSTCLEST MCSTC

Does it make sense?

Thank you so much for your help