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!
Solved! Go to Solution.
@ronakchauhan4 one way of doing this
Thank you for the solution, this might work - however, my concern is that my data contains 36 columns, and I may have to throw a criteria on more than 10 columns. I don't know if it will be sustainable to maintain that formula. Is there another way you could suggest to "skin this cat"?
Thank you for the response. I am looking through your workflow and I believe all else works besides the Amount. For record ID = "1", there should be a flag on the 10,000 because the criteria is greater the 9,000.
@ronakchauhan4 I overlooked that condition. Try the latest attached workflow.
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