Filtering for multiple columns where identifier is repetitive

[n598069]

Hello,

I am trying to find a way to filter data for an amount greater than x in one column, where, if the identifier in a second column is found in another row, it would be eliminated by virtue of any other row having a value over the variable x amount

Example

Data set captures purchases individually by client name. I want to see clients whose purchases never exceed $10. If any single purchase by the client over a given time period is >$10, that client would be separated/filtered out.

Can anyone help me with a formula for this?

Thank you,

Chris

[john_watkins · Accepted solution]

You could use a Summary tool to find the MAX(dollars spent in transaction) and join it back to your data set.   Run the data through a filter where Purchase$ <= MAX(Purchase$ across time) and the True side gives you customer never spending over that.  The False side would give customer who did spend over that.   I don't know your exact rules, but that basic series of tools would work.

[Jonny]

Hi @n598069 ,

I have built this one for you, see attached.

my assumption here is that the threshold will change, hence the macro input.

to run it click on the magic wand button

let me know if it helps?

cheers!

Jonny