I have a tabular file with consistent column headers. I have a separate file in which I have created the criteria for the filter. I am having trouble designing a workflow (without macros) to dynamically look through the data and put a flag in a new column. Example below:
Data:
| Account Number | Description | Type | Profit Center | Amount |
| 9555 | Blue | 50 | Technology | 10,000 |
| 9558 | ADD-Blue | 50 | Technology | 18,000 |
| 9788 | Green | 98 | Meals | 3,000 |
| 9798 | Orange | 50 | Meals | 2,000 |
9943 | Red | 98 | Entertainment | 8,999 |
Criteria:
| Column | Criteria | Flag |
| Description | Blue | O |
| Amount | 9,000 | O |
| Profit Center | Technology | O |
| Type | 50 | O |
Realistically, the criteria needs to run in the order that it is listed. So first, the data will flag (in a column after the "Amount") items if the "Description" column contains "Blue". Then, flag if the "Amount" column is greater than or equal to 9,000. Then flag if "Profit center" contains "Technology". Then flag if type contains "50". However, if it matches any one of the criteria, it needs to be flagged. If no matches, then "X".
Ideally, this would be the output - I have text in green for criteria that would match for the flag:
| Account Number | Description | Type | Profit Center | Amount | Flag |
| 9555 | Blue | 50 | Technology | 10,000 | O |
| 9558 | ADD-Blue | 50 | Technology | 18,000 | O |
| 9788 | Green | 98 | Meals | 3,000 | X |
| 9798 | Orange | 50 | Meals | 2,000 | O |
9943 | Red | 98 | Entertainment | 8,999 | X |
Any help would be greatly appreciated!
