This one is kind of hard to put into words, but the Input and desired Output are shown below. I'd like to apply a Custom Filter (or some other tool?) to evaluate every Account for each Location, and if *all* Amounts (for every Account) are zero, filter out (exclude) every record for that Location. The resulting table would include only those Locations which have a non-zero Amount in at least one Account.
In this case all Tampa records are removed because all Account Amounts are zero, while all 5 records are retained for Lansing because not all Account Amounts are zero. Note that even if only one Account had a non-zero amount, all five (5) records would still be retained for that Location.
Thank you for any help you can provide with this.
Solved! Go to Solution.
Here is one way of doing this - Summerise by Location and sum the amounts, append the sum_amount back to the main data and filter where the sum_amount != 0
Workflow attached!
Thank you both for the quick reply! I forgot to include a case like this, where the SUM of amounts could be zero but not all amounts are zero, in which case I would still need to retain the Location:
Is there a way to "tweak" that workflow to deal with this situation?
attached is a tweaked workflow that should work - define the min and max values and filter on either of them not being 0
That works! Thank you @DavidSkaife
Thank you @binuacs this works great!