Hello,
I am hoping someone can help or at least lead me in the right direction. My use case is I have a list of people and what I am wanting to show is if a person ONLY switches to a different package grouping. For example if a person goes from 38PL to 38PP I would not want to see that because its within package 1 for 2016 but if a person goes from 38PL to 38PT I would want to see that because its a different package grouping as shown below.
Solved! Go to Solution.
@bvolles Can you provide some sample rows of data so we can see how it is set up?
Person | Old Package | Start | End | New Package | Start | End | Description |
11111111111 | 38P4 | 20160101 | 20160119 | 38P3 | 20160120 | 20160126 | 70/30 package |
22222222222 | 38P3 | 20160120 | 20160126 | 38P4 | 20160127 | 20161231 | 70/30 package |
33333333333 | 38PW | 20160101 | 20160131 | 38PV | 20160201 | 20160630 | 80/20 package |
44444444444 | 38PW | 20160101 | 20160131 | 38P3 | 20160701 | 20161231 | 80/20 package |
55555555555 | 38P4 | 20160101 | 20160131 | 38P3 | 20160201 | 20160531 | 70/30 package |
Here is an example
@bvolles See if the attached workbook accomplishes what you're looking for. It works for the sample data set you provided. I wasn't sure which field the years you provided in your question should match with, so I used the first start column.
As you will see, I used some Find Replace tools and changed each of the packages' codes in a group to the same code. This way, you can just use a formula to check if they are the same or not.
Hope this helps!
@bvolles Attached is another way that should work using just a bunch of filters. These check if any of the values in each of the package groups is present in both the old and new columns. Here, you will want the F outputs.
Thank you...I am testing with the real data now...I will let you know once I validate
It looks like the last one is getting me what I need. I appreciate the assistance!