Date Prep - Replace

[jmckenna97]

Hello 

I wonder if anyone can help. I need to transform this data to replace records that have have matching entity numbers. If they match then it needs to drop the beneficiary record and keep the Settlor record, keeping the YE equity balance that is greater than 0. However it needs to keep the remaining beneficiary records. 

Thanks

[DiegoParker]

Hi @jmckenna97,

Is there any chance you can upload the workflow to work with? a few rows with mocked up data should work!

Thanks,

Diego

[jmckenna97]

sorry confidential information is in the workflow

[jmckenna97 · Accepted solution]

We good peps, fixed it

[Paul-Evans · Accepted solution]

How about something like this?