I'm having an issue trying to solve what would be a fairly easy fix in Excel. Our billing system assigns a single account number and name and then sub-accounts that can have distinct client names. I'm trying to create a 4th column where the account name is listed for all of the sub-accounts. Is there a tool or formula that could assist with this? Notice in the attached image each account number is also a Sub-Account
I'm not sure that would work, @vishwa_0308. Based on the sample data provided, there's no guarantee that [SubAccount] will match [Account] with an exact match function. In fact, the outcome will more often be a 'no match'.
That being said, your IF-ELSE statement could be simplified by selecting [Account] as a 'Group By' option (i.e., no need for the 'elseif' clause)
This way works. I would sort your data by Account and Sub Account ascending - since it seems your main account number and the first sub account (ending in all zeroes) is the Parent name you are wanting in your new column.
Then Summarize it by grouping by the Account, and then choosing the first of the Account names (as you can see in the Summary configuration below).
Then join it up with your original data by the Account number. Best of luck!!!