Hello,
Hoping to get some advice on next steps.
Attached is a small sample of a much larger dataset. I pulled out two accounts (1121 & 1214) knowing the solution should work on the rest of the dataset/accounts not included. The two tabs are labeled 1. Prior Year Accounts and 2. New Accounts. The data was already transformed a bit from the original source into the format seen in the sample file.
Issue: The prior year accounts need to stay exactly the same - carryover from past years. In prior year, I updated the accounts to include the numbers after the decimal (hence why new accounts do not include a decimal). I need each account description to have a unique Account #. So, how can I create a waterfall workflow so that the new accounts pick up where the old accounts left off? (e.g. the last 1121 related account in prior year is 1121.7. I need the new 1121 accounts to start at 1121.8. After that, it should go 1121.9, 1121.10, 1121.11, etc.). Same with 1214 - last account was 1214.2 and I need new accounts to start at 1214.3 and go 1214.4, 1214.5, etc. Any advice? Thanks!
