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SOLVED

Combine Rows under existing recored Id

hellyars
13 - Pulsar

Hi,

 

A record ID changed.  Year 1 depicts the sales using the old ID.  Subsequent years show sales using the new ID.

 

I want to move the sales for Year 1 to the new ID.  Sometimes the switch occurs after Year 2How can I do that?

 

Any ideas?  I assume a Multi Row Formula tool, but I am a bit stuck.  

 

 IDYear1Year2Year3Year4
A--Old ID060412034000
A--New Id12061200424146

A-Desired

120612034424146

B--Old Id

030314212316600
B--New ID120314200175225
B-Desired1203142123166175225
      
2 REPLIES 2
CharlieS
17 - Castor
17 - Castor

I assume you have some sort of look up table or a way to link new and old IDs? If so, use that to assign the same ID to all records of the same customer. If you have a look up table, the Find Replace tool will be handy. 

 

Once you have a common ID system assigned, a Summarize tool can be used to group by that common ID and find the sum of each year field. I have attached an example workflow.

 

 

hellyars
13 - Pulsar

I have not come across that tool. But, it might be my new best friend.  Thank you . 

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