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SOLVED

Matching data within different columns

tycarbone
6 - Meteoroid

I have a data set that contains invoice numbers and account names. Typically the invoice numbers are listed multiple times and they have a unique account number tied to them. I am looking to find a way to find any invoice number that may be tied to one or more account names.

 

For example:

Invoice NumberAccount Owner
1Michael Scott
1Michael Scott
2Michael Scott
2Dwight Schrute
3Jim Halpert
3Jim Halpert

Expected Result

Invoice NumberAccount Owner
1Michael Scott
2Michael Scott, Dwight Schrute
3Jim Halpert

 

Basically I am looking to see which invoices are tied to multiple different account owner names.

1 REPLY 1
markcurry
12 - Quasar

Hi @tycarbone see attached workflow, hopefully something like that will work for you....

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