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SOLVED

Account mapping across multiple fields

tiverson
8 - Asteroid
‎03-30-2022 06:23 AM

I have a table of accounts for multiple companies and need to assign the description to my data by ARE.

 

Thanks!

 

Account listing by ARE 

tiverson_0-1648646470100.png

 

 

Data

tiverson_1-1648646470209.png

 

 

Output

tiverson_2-1648646470211.png

 

 

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2 REPLIES 2
Luke_C
17 - Castor
17 - Castor
‎03-30-2022 06:28 AM

Hi @tiverson 

 

Here's how:

  1. Transpose your lookup data so the acct types are rows instead of columns
  2. Join the data by ARE and Acct number
  3. Union the fall outs for AREs/Accounts that didn't join

 

Luke_C_0-1648646854092.png

 

 

New Workflow2.yxmd
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tiverson
8 - Asteroid
‎03-30-2022 06:30 AM

@Luke_C , awesome.  Thanks for the quick reply!

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