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SOLVED

Multi_Row Formula Help

Kristie_Pires
8 - Asteroid

Hello there,

 

So, Table 1 is an example of how my actual data looks like. I am trying to get to table 2. 

So basically, if I have a line then I should bring the line due date. If I don't have a line but have a CC, then I should have the CC due date instead.

 

The order would be Line > CC > Loan > Mod.

 

I think the multi-row would be the best tool but unsure how to write the formula. 

 

Table 1:

Loan IDProductDue Date
1122Loan3/1/2024
1122CC4/2/2024
1122Line3/13/2024
1400Mod5/2/2024
1400Loan6/2/2024
1400CC8/3/2024
1900Term3/4/2024
1900Mod4/5/2024

 

Table 2:

Loan IDProductDue Date
1122Line3/13/2024
1400CC8/3/2024
1900Term3/4/2024
6 REPLIES 6
Raj
16 - Nebula

Please find attached workflow 
this is built dynamic so will work for more data as well

CoG
14 - Magnetar

Here is another workflow that functions similarly. It seems like your ordering doesn't account for the "Term" product although your output places it between "Loan" & "Mod", you can change the ranking input around as needed.

Workflow.png

Qiu
21 - Polaris
21 - Polaris

@Kristie_Pires 
We can prepare a mapping list for your products and their order in simple alphabet.

Then we can do sorting and Sample one item from each Load ID, that would be pretty easy.

1220-Kristie_Pires.png

binuacs
21 - Polaris

@Kristie_Pires another approach

image.png

Kristie_Pires
8 - Asteroid

Thank you all for providing multiple solutions to my problem! Truly appreciate you 😁

Qiu
21 - Polaris
21 - Polaris

Glad to help. 😁

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