Hi all,
I have grouped data by plan then fund and need to flag the total row (under fund) if previous related rows (which vary in number) have a value in them. So, if for a specific plan and fund there are any comments listed then I need a new column with a Y/N flag so I know to treat those total value differently.
Comment | Plan # | Fund |
[Null] | 12345 | ABC |
Test | 12345 | ABC |
[Null] | 12345 | ABC |
[Null] | 12345 | Total |
[Null] | 34567 | DEF |
[Null] | 34567 | DEF |
[Null] | 34567 | Total |
Test | 67890 | GHI |
[Null] | 67890 | GHI |
Test | 67890 | GHI |
[Null] | 67890 | GHI |
[Null] | 67890 | GHI |
[Null] | 67890 | Total |
Based on that logic I would have an output that has this
Comment | Plan # | Fund | Comment Flag |
[Null] | 12345 | ABC |
|
Test | 12345 | ABC |
|
[Null] | 12345 | ABC |
|
[Null] | 12345 | Total | Y |
[Null] | 34567 | DEF |
|
[Null] | 34567 | DEF |
|
[Null] | 34567 | Total | N |
Test | 67890 | GHI |
|
[Null] | 67890 | GHI |
|
Test #2 | 67890 | GHI |
|
[Null] | 67890 | GHI |
|
[Null] | 67890 | GHI |
|
[Null] | 67890 | Total | Y |
Thanks so much!
Solved! Go to Solution.
Hi @andrewplaice I mocked up a workflow let me know what you think?
Thanks Joseph. I can't get it to break under different scenarios! It works 🙂
I appreciate the creative solution!
Good solution, Thanks for sharing...