See if account falls within % range

[KLS]

Hi Community,

I have multiple rows of records to group according to account number. and if they are the same, i would need to calculate the amount by 1% using the smallest amount and see if they are within 1% range. I am looking at the multi row formula and stuck currently? Any help please?

Eg of few records below

account number	amount
123	100
123	155
555	600
777	210
777	21.05

[atcodedog05]

Hi @KLS 

Here is how you can do it.

Workflow:

Hope this helps : )

[KLS]

@atcodedog05 Thanks it helps!

but say if I need to group by name as well. Means i would need to calculate the amount by 1% using the smallest amount only if the account and name are the same?

account	amount	name
123	100	charles
123	155	john
555	600	stones
777	210	jack
777	210.5	jack

[atcodedog05]

Hi @KLS 

Add the column in summarize tool it should work.

Workflow:

Hope this helps : )

[KLS]

@atcodedog05 hey i realized it works to some extent. Eg for account 777 the min amount is 210 which is not ideal .I need 990 to be the amount  as well. Meaning 210 and 990 to be the min amount for 777.to Is this possible?

account	amount	name
123	100	charles
123	155	john
555	600	stones
777	210	jack
777	210.5	jack
777	990	jack
777	990.5	jack

[atcodedog05]

Hi @KLS 

Sadly that wont be possible 😅