Filtering based on criteria

[Philiphall_royalmail]

Hi - apologies, I am a bit of  newbie to this.  I have a spreadsheet that has many invoice items, each row has an account number, many of which are duplicates as they are separate invoices for individual accounts.  What I want to do is create output that shows invoice rows if the amount for a particular account number exceeds a certain amount.  My spreadsheet, which has many columns, has the account number in one column and the amount they owe for each invoice in another column.  If the total exceeds a certain amount for a particular account, I would like each individual row for that account to be displayed in a separate worksheet.  Hope this makes sense, would anybody be able to help?

[Prometheus]

@Philiphall_royalmail Can you please upload some dummy data? It's easier to provide a solution when we know what you have and what the expected output is. Thanks.

[Philiphall_royalmail]

Hi - thanks very much for getting back to me so quickly

I just want to total the amounts in Column F based on the account number in Column A.  After that, if the amount is over a certain amount, I would like all individual lines for that account number to be displayed in the output

[Prometheus · Accepted solution]

@Philiphall_royalmail You can total the amounts in Column F while grouping by the account number in Column A using a Summarize tool. Then you can use a Filter tool to allow only records to pass where the amount is >= a certain amount. Again, with dummy data, I'd be able to show you what I'm talking about.

[caltang · Accepted solution]

Please provide relevant data to this use case, and kindly provide your criteria in as much detail as possible. If you have a workflow built halfway, kindly export that over as well.

[Philiphall_royalmail · Accepted solution]

Please see attached partial workflow to go with my filtering based on criteria query

[caltang]

@Philiphall_royalmail appreciate your enthusiasm, but I think you marked everyone's comment as an accepted solution... before we gave you the solution... haha.

[caltang]

Can you please give us the data in .XLSX? You gave us a .docx document... transcribing it will take unnecessary effort to do. If you're stirct about data, you can use dummy/random data in place of real production data.

[Philiphall_royalmail]

Ha ha yes, I think I have solved it.  I have got it to work using a combination of the Summarize tool, the Filter tool and the Join tool.  My data is confidential but I may well put together a smaller dummy file and get it over to you to see if this is an OK way of doing it or whether you have a better solution.  Many thanks