Hello, I am trying to change the policy# cell from having "/" into multiple standalone rows but keep the rest of the columns containing the same data. All ideas are welcome! Attached is an example of what I am trying to achieve.
Trying to change this:
Region | Client ID | Account Type | Account Name | Account Number | Stage | Opportunity Name | Type | Policy # | Products | Currency | Amount | Tax ID |
Strategic | 00012 | Customer | Natalie | 123456789 | Closed | Natalie | Renewal | 00012A | Core | USD | 546.78 | 12-3456789 |
Strategic | 00987 | Customer | Natalie | 123456789 | Closed | Natalie | Renewal | 00987Z/X | Core | USD | 683.68 | 12-3456789 |
Strategic | 00012 | Customer | Natalie | 123456789 | Closed | Natalie | Renewal | 00012P/W/Z | Core | USD | 9,856.45 | 12-3456789 |
Strategic | 00097 | Customer | Natalie | 123456789 | Closed | Natalie | Renewal | 00097K | Core | USD | 63,247.68 | 12-3456789 |
Strategic | 00123 | Customer | Natalie | 123456789 | Closed | Natalie | Renewal | 00123A/B/C/D/E | Core | USD | 54,687.77 | 12-3456789 |
To this:
Region | Client ID | Account Type | Account Name | Account Number | Stage | Opportunity Name | Type | Policy # | Products | Currency | Amount | Tax ID |
Strategic | 00012 | Customer | Natalie | 123456789 | Closed | Natalie | Renewal | 00012A | Core | USD | 546.78 | 12-3456789 |
Strategic | 00987 | Customer | Natalie | 123456789 | Closed | Natalie | Renewal | 00987Z | Core | USD | 683.68 | 12-3456789 |
Strategic | 00987 | Customer | Natalie | 123456789 | Closed | Natalie | Renewal | 00987X | Core | USD | 683.68 | 12-3456789 |
Strategic | 00012 | Customer | Natalie | 123456789 | Closed | Natalie | Renewal | 00012P | Core | USD | 9,856.45 | 12-3456789 |
Strategic | 00012 | Customer | Natalie | 123456789 | Closed | Natalie | Renewal | 00012W | Core | USD | 9,856.45 | 12-3456789 |
Strategic | 00012 | Customer | Natalie | 123456789 | Closed | Natalie | Renewal | 00012Z | Core | USD | 9,856.45 | 12-3456789 |
Strategic | 00097 | Customer | Natalie | 123456789 | Closed | Natalie | Renewal | 00097K | Core | USD | 63,247.68 | 12-3456789 |
Strategic | 00123 | Customer | Natalie | 123456789 | Closed | Natalie | Renewal | 00123A | Core | USD | 54,687.77 | 12-3456789 |
Strategic | 00123 | Customer | Natalie | 123456789 | Closed | Natalie | Renewal | 00123B | Core | USD | 54,687.77 | 12-3456789 |
Strategic | 00123 | Customer | Natalie | 123456789 | Closed | Natalie | Renewal | 00123C | Core | USD | 54,687.77 | 12-3456789 |
Strategic | 00123 | Customer | Natalie | 123456789 | Closed | Natalie | Renewal | 00123D | Core | USD | 54,687.77 | 12-3456789 |
Strategic | 00123 | Customer | Natalie | 123456789 | Closed | Natalie | Renewal | 00123E | Core | USD | 54,687.77 | 12-3456789 |
Solved! Go to Solution.
@Natalier84 - See attached. Thanks!
Brendan - Thank you very much for your help!
No problem @Natalier84! If you could accept my answer as the solution that'd be great. Thanks!
@Natalier84 Here is the dynamic solution for your problem, This will help you to achieve the desired result. Please try the below workflow to get the desired output. Let me know if you have any questions.
Thanks
Thank you very much for your help!