Grouping assistance

Hello,

I am hoping someone can help or at least lead me in the right direction. My use case is I have a list of people and what I am wanting to show is if a person ONLY switches to a different package grouping. For example if a person goes from 38PL to 38PP I would not want to see that because its within package 1 for 2016 but if a person goes from 38PL to 38PT I would want to see that because its a different package grouping as shown below.

2016:
- 1 package – 38PL, 38PP, 38PM, 38PQ, 38PN, 38PR, 38PO, 38PS
- 2 package – 38PT, 38PX, 38PU, 38PY, 38PV, 38PZ, 38PW, 38P0
- 3 package – 38P1, 38P2, 38P3, 38P4
2017:
- 1 package – 4EJA, 4EJC, 4EJD, 4EJE, 4EJF, 4EJG, 4EJH, 4EJI
- 2 package – 4EJJ, 4EJK, 4EJL, 4EJM, 4EJN, 4EJO, 4EJP, 4EJQ
- 3 package – 4EI5, 4EI6, 4EI8, 4EI9
2018:
- 1 package – 4EJJ, 4EJL, 4EJN, 4EJP
- packages – 4EI5, 4EI6, 4EI8, 4EI9

Help

Accepted answers

Kenda

@bvolles Attached is another way that should work using just a bunch of filters. These check if any of the values in each of the package groups is present in both the old and new columns. Here, you will want the F outputs.

bvolles grouping2.yxmd

All comments

Kenda

@bvolles Can you provide some sample rows of data so we can see how it is set up?

bvolles

Person	Old Package	Start	End	New Package	Start	End	Description
11111111111	38P4	20160101	20160119	38P3	20160120	20160126	70/30 package
22222222222	38P3	20160120	20160126	38P4	20160127	20161231	70/30 package
33333333333	38PW	20160101	20160131	38PV	20160201	20160630	80/20 package
44444444444	38PW	20160101	20160131	38P3	20160701	20161231	80/20 package
55555555555	38P4	20160101	20160131	38P3	20160201	20160531	70/30 package

Here is an example

Kenda

@bvolles See if the attached workbook accomplishes what you're looking for. It works for the sample data set you provided. I wasn't sure which field the years you provided in your question should match with, so I used the first start column.

As you will see, I used some Find Replace tools and changed each of the packages' codes in a group to the same code. This way, you can just use a formula to check if they are the same or not.

Hope this helps!

bvolles grouping.yxmd

Kenda

bvolles grouping2.yxmd

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