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SOLVED

Loop Through Records and Perform Group by

kal-tech
8 - Asteroid

I have input file as shown below. I am trying to go through the records and create an output file as shown below. I believe cross tab may do that. But unable to execute . Could you please share your subject matter expert thought.

 

Input File
Account IDTeam
1KP
1KD
1LP
2BD
3CD
3PD
3KP
  
Output File
Account IDTeam
1KP,KD,LP
2BD
3CD,PD,KP
5 REPLIES 5
binuacs
21 - Polaris

@kal-tech  Summarize tool, group by Account Id, select Team - String - concatenate 

kal-tech
8 - Asteroid

Hi Binuacs - Based on your recommendation, I created the attached  workflow. The aggregated data showing in 3 columns . How to bring the value in one columns.? The output file should have 2 columns only as shown above , not 4 as shown in my workflow.

kal-tech
8 - Asteroid

 

 

I added a formula field and concatenate the field values. It is now working. Thank you "BINUACS" for your idea and help.

 

 

kaltech_0-1751558279244.png

binuacs
21 - Polaris

@kal-tech you need only the summarise tool to get the desired output

binuacs_0-1751559877122.png

 

kal-tech
8 - Asteroid

Thank you @binuacs for simplifying the workflow and clarification

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