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Team,
This is just one of the examples that i need to group by Main account and Sub account separately, based on the grouping it should calculate the allocation % .
My Data-set looks like below...
After Grouping :
The withholding % should calculate based on ownership % between sub account and main account.
The outcome of this should reflect as
The sub account allocation % and no of sub account will be different based on main account. Can anyone suggest how can i build a workflow based on above parameter.
Thanks for reviewing this...
Regards,
Guru
Hi @Inactive User,
Were you able to get a workflow started? If so, can you share it here so the Community can take a look?
Dear @mnorberg - am just struck up with this workflow, don't know how to proceed.
Here are my issues - I could not able to create a link between sub account and main account.
Please see below as example - The sub accounts may vary from 5 accounts to 150 account that need to be accommodated in this workflow.
Example - A, B, C & D are my accounts. A is considered as top account , B & C are sub accounts of A and D is considered a part of B for which am not able to link.
Can you assist based on my requirement. Thanks so much for reviewing.
Regards
Guru