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SOLVED

new column to confirm offsetting transactions

Carlyn
8 - Asteroid

Hi

I am looking for the best tool that will identify where there are offsetting transactions in a list of data. I have attached a sample to demonstrate. 

I need 2 outputs, 1 set that shows the items that zero off on amount but have matching SIS_Account and matching description. 

1 output that provides those offsetting rows and 1 output that doesn't, but both still holidng the same columns as the input.

I have tried summarise, filter, Unique, but they are not giving me what I need. 

Can anyone suggest the best way to do this?

 

 

2 REPLIES 2
binuacs
21 - Polaris

@Carlyn one way of doing this

image.png

Carlyn
8 - Asteroid

Thank you!

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