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I am trying to return the value in column C based on values in two other columns. For example, in the below screenshot, let's say i want to identify which account investment 00130H105 is in at Broker JPNBAAALPB. In other words, somehow I would enter the investment and broker as criteria, and it would return Account 6.
Sorry @neilgallen, but I don't understand how to use this analytic app.
I have one file with the list of investment IDs I need to find account numbers for, as well as the broker for that investment; there are several thousand investments. I have another file formatted like the one above, with the investments IDs, broker, and account numbers as mentioned above; there are 44,000+ rows. In other words, it would be impractical to have to manually input the investment ID and broker in the app's questions tab each time.
Now I might be misunderstanding how the app functions, but is there an actual workflow I can use to map the investment IDs to the account numbers?
@jfsiegried if your data exists in separate files then all you require is a join between the datasets using investment as your join key. I misunderstood your original request as it was not clear that your data existed in two separate sets.