Need help creating new rows based on criteria

[RCern]

I have a data set that contains a list of customers that have different "Tiers".   I usually sort the list by Customer Number and Tier to group like items.  I need to create a workflow that will insert two new rows when the Tier changes from one row to the next.  I mocked up a dummy file (attached) and highlighted the new fields that I want to created based on tier changes for each customer.  I'm sure I use the "Generate Rows" tool, but I'm not sure how to implement.  Can anyone help?

[ChrisTX]

You mentioned: "in the summary lines some of the fields are not being populated like in the first 8 columns."

After the Summarize tool, the first 8 columns are:

Last_TPA_Group_Reference_Number
Last_Customer_Name
Customer_Number
Billing_Location
Class_Number
Plan_Code
Plan_Choice
Last_DHMO_State

The last two columns for Plan_Choice and Last_DHMO_State are blank in the Summarize output.

But if you look at the data going into the Summarize tool, all 5 data rows have a blank value for Plan_Choice and DHMO_State

For the fields you want to Sum, just use the Sum action.  

You may need a Filter tool before or after the Summarize to filter for adjustment indicator = "n"

But then you need to figure out what you want to do with the rows where adjustment indicator not equal to "n"

 

Have you completed the Interactive Lessons under Academy?  Do you just need help with the basic functionality of the Summarize or Filter tools?

Or maybe I'm just not understanding the challenges with this data prep.

Chris