Extract rows from table based on several criterias

[araquecastro]

Hi everyone,

Below I'm pasting initial Data and the desired result. The logic to apply is If the Employee Name subsequent rows are equal (Ex: APPLEBEE, CAROL=APPLEBEE, CAROL), and REPORT column subsequent rows are FM08-TSTL410A, and NEW Number subsequent rows are equal (Ex:0001=0001), and then the Difference Variance column contains a zero and subsequent row number is different to zero.

I really appreciate the help you can provide.

Employee Name	REPORT	DATE	NEW Number	DEBITS	CREDITS	Difference Variance
APPLEBEE, CAROL	FM08	12/15/2023	0001	492.96	589.21	0
APPLEBEE, CAROL	TSTL410A	12/15/2023	0001	589.21	674.51	96.25
BOYLE, SANDRA	FM08	12/15/2023	0004	0	5,000.00	0
BUREAU, DIANE	FM08	12/15/2023	0004	665.72	662.07	0
CALHOUN, JOHN	TSTL410A	12/15/2023		771.01	20254	0
CALHOUN, JOHN	FM08	12/15/2023	0001	6,425.84	0	0
CALHOUN, JOHN	FM08	12/15/2023	0017	8,450,006.77	8,430,523.78	0
COUTURIER, CRISTAL	FM08	12/15/2023	0004	757,016.22	21,777.12	0
CRANSTON, JOSHUA	FM08	12/15/2023	0001	250	0	0
CRANSTON, JOSHUA	FM08	12/15/2023	0003	0	5,599.03	0
CRANSTON, JOSHUA	FM08	12/15/2023	0004	5,349.03	0	0
DAY, PEG	FM08	12/15/2023	0001	0	71,039.62	0
DAY, PEG	FM08	12/15/2023	0002	0	30,000.00	0
DAY, PEG	FM08	12/15/2023	0003	0	523,300.03	0
DAY, PEG	FM08	12/15/2023	0004	0	718,520.88	0
DAY, PEG	FM08	12/15/2023	0011	5,000.00	12,000.00	0
FANELLI, FELICITA	TSTL410A	12/15/2023		247597.95	495422.76	0
GARRISON, LASHUNDA	FM08	12/15/2023	0004	3,983.26	0	0
GRONDIN, DOLORES	FM08	12/15/2023	0001	0	298,284.69	0
GRONDIN, DOLORES	FM08	12/15/2023	0003	500	12,755.89	0
GRONDIN, DOLORES	FM08	12/15/2023	0004	4,953,388.56	64,186,063.83	0
GRONDIN, DOLORES	TSTL410A	12/15/2023	0004	73599423.32	14366248.05	59232675.27
GRONDIN, DOLORES	FM08	12/15/2023	0011	0	35,385.36	0
GRONDIN, DOLORES	FM08	12/15/2023	0018	0.85	0	0
HARRINGTON, ANDREA	FM08	12/15/2023	0001	6,363.83	5,163.83	0
HARRINGTON, ANDREA	FM08	12/15/2023	0003	14,358.84	7,086.84	0
HARRINGTON, ANDREA	FM08	12/15/2023	0004	121,822.99	12,687.25	0
HICKLING, ELAINE	FM08	12/15/2023	0004	7,831,128.37	6,127,867.41	0
MAJOR, STACY	TSTL410A	12/15/2023		0	1154935000	0
MARINGASPAR, JENNIFER	FM08	12/15/2023	0001	100	0	0
MARINGASPAR, JENNIFER	FM08	12/15/2023	0003	247,448.93	0	0
MARINGASPAR, JENNIFER	FM08	12/15/2023	0004	37,319.98	22,693.45	0
MARINGASPAR, JENNIFER	FM08	12/15/2023	0011	8,000.00	0	0
MARUVADA, VINDHYA	TSTL410A	12/15/2023		12964.51	25929.02	0
MCRAE, SHAQUITA	FM08	12/15/2023	0003	56,451.53	11,212.65	0
MEISNER, AMANDA	FM08	12/15/2023	0001	9,038.54	0	0
MEISNER, AMANDA	FM08	12/15/2023	0002	456,187.75	455,884.04	0
MEISNER, AMANDA	FM08	12/15/2023	0003	0	100,000.00	0
MEISNER, AMANDA	FM08	12/15/2023	0004	55.46	186,953.42	0
MIVILLE, RACHELLE	FM08	12/15/2023	0001	0	13,660.50	0
MIVILLE, RACHELLE	FM08	12/15/2023	0002	2.67	0	0
MIVILLE, RACHELLE	FM08	12/15/2023	0003	2,444.63	0	0
MIVILLE, RACHELLE	FM08	12/15/2023	0004	8,771,258.55	3,864,305.42	0
MOODY, RIANA	TSTL410A	12/15/2023	0004	0	2330	0
MURPHY, HAYLEY	FM08	12/15/2023	0001	32,587.33	1,099.07	0
MURPHY, HAYLEY	FM08	12/15/2023	0002	198,121.72	164.43	0
MURPHY, HAYLEY	FM08	12/15/2023	0003	2,951.64	2,936.15	0
MURPHY, HAYLEY	FM08	12/15/2023	0004	1,015,711.78	3,418.94	0
MURPHY, HAYLEY	FM08	12/15/2023	0018	95,363.95	164.15	0
PASTRANA, THERESA	FM08	12/15/2023	0003	5,021,437.47	2,413,367.72	0
PASTRANA, THERESA	FM08	12/15/2023	0004	1,771,673.84	1,430,430.85	0
PHILSON, KAYLA	FM08	12/15/2023	0002	25,000.00	0	0
PHILSON, KAYLA	FM08	12/15/2023	0003	1,000.00	13,320.00	0
PHILSON, KAYLA	FM08	12/15/2023	0004	9,719,234.93	5,014,729.43	0
PYLES, QUASTACIOUS	FM08	12/15/2023	0001	260.8	0	0
QUIRRION, DENISE	FM08	12/15/2023	0001	605	0	0
QUIRRION, DENISE	FM08	12/15/2023	0003	4,423.95	0	0
QUIRRION, DENISE	FM08	12/15/2023	0004	94,815.79	95.06	0
QUIRRION, DENISE	FM08	12/15/2023	0011	5,311.50	0	0
SAINT-PAUL, BAPTISTE	FM08	12/15/2023	0002	0	207.03	0
SAINT-PAUL, BAPTISTE	FM08	12/15/2023	0003	7,887.86	6,687.86	0
SAINT-PAUL, BAPTISTE	FM08	12/15/2023	0004	15,473.99	25,030.43	0
SANDERS, DANYALE	FM08	12/15/2023	0001	10,000.00	0	0
SANDERS, DANYALE	FM08	12/15/2023	0003	191,430.39	11,895.74	0
SANDERS, DANYALE	FM08	12/15/2023	0004	315,036.84	1,359.02	0
SHELL, QUADREE	FM08	12/15/2023	0003	41,529.16	0	0
SHELL, QUADREE	FM08	12/15/2023	0004	4,192.40	10,116.28	0
SHELL, QUADREE	TSTL410A	12/15/2023	0004	100315.65	95002.86	5923.88
SHELL, QUADREE	FM08	12/15/2023	0018	0	1,777.24	0
SHORT, JOHN	FM08	12/15/2023	0003	33,257.95	8,092.34	0
SHORT, JOHN	FM08	12/15/2023	0004	11,720.61	1,916.40	0
SHORT, JOHN	FM08	12/15/2023	0011	600	0	0
SULLIVAN, BRITTANY	FM08	12/15/2023	0003	0	59,680.67	0
TAMBUSSI, ROSEMARY	FM08	12/15/2023	0002	0	5,592.07	0
TAMBUSSI, ROSEMARY	FM08	12/15/2023	0004	4,446,124.84	4,062,475.30	0
THIBAULR, FAYE	FM08	12/15/2023	0017	62,944,310.28	0	0
WELENC, DIANE	TSTL410A	12/15/2023		103326.58	225	0
WRIGHT, MELISSA	FM08	12/15/2023	0003	773,198.05	0	0
YELKONDAWAR, GIRISH	FM08	12/15/2023	0001	2,792.89	0	0
YELKONDAWAR, GIRISH	FM08	12/15/2023	0002	72,381.37	165.26	0
YELKONDAWAR, GIRISH	FM08	12/15/2023	0003	1,166.57	0	0
YELKONDAWAR, GIRISH	FM08	12/15/2023	0004	770,805.20	613.23	0

And I would like Alteryx to obtain the following result:

Employee Name	REPORT	DATE	NEW Number	DEBITS	CREDITS	Difference Variance
APPLEBEE, CAROL	FM08	12/15/2023	0001	492.96	589.21	0
APPLEBEE, CAROL	TSTL410A	12/15/2023	0001	589.21	674.51	96.25
GRONDIN, DOLORES	FM08	12/15/2023	0004	4,953,388.56	64,186,063.83	0
GRONDIN, DOLORES	TSTL410A	12/15/2023	0004	73599423.32	14366248.05	59232675.27
SHELL, QUADREE	FM08	12/15/2023	0004	4,192.40	10,116.28	0
SHELL, QUADREE	TSTL410A	12/15/2023	0004	100315.65	95002.86	5923.88

[aatalai]

@araquecastro try using the unique tool and selecting Employee name. Then using the duplicate output join that with the starting data set joining on the employee name and deselecting the fields from the duplicate output.

Let me know if this helps