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SOLVED

Date Prep - Replace

jmckenna97
8 - Asteroid

Hello 

 

Capture6.PNG

 

I wonder if anyone can help. I need to transform this data to replace records that have have matching entity numbers. If they match then it needs to drop the beneficiary record and keep the Settlor record, keeping the YE equity balance that is greater than 0. However it needs to keep the remaining beneficiary records. 

 

Thanks

4 REPLIES 4
DiegoParker
10 - Fireball

Hi @jmckenna97,

 

Is there any chance you can upload the workflow to work with? a few rows with mocked up data should work!

 

Thanks,

Diego

jmckenna97
8 - Asteroid

sorry confidential information is in the workflow

jmckenna97
8 - Asteroid

We good peps, fixed it

Paul-Evans
9 - Comet

How about something like this?

Probley_0-1581509343880.png

 

 

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