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Hi,
I need help with below logic. I have some people mapped to more than one firm. Example as seen below. I'm trying to match SF firm Id with the Firm ID column to see if the person is at the correct firm. The way I need to do this is take the SF firm id and compare it with all the rows of the Rep ID and see if it matches with any one of the firm
Rep ID Name Firm ID Firm Name
345 George Smith 4568 Chase
345 George Smith 9876 Morgan
345 George Smith 34354 First Bank
999 Will 09485 JP
999 Will 3987 Securities
SF Firm ID
4568
3987
So as seen above, in one data source(SF) there is only one firm mapped to both contacts(rep id 345 and rep id 999). In this case both should return as true as one of the two or three firms is associated with the contact. I need to see each contact is associated with any one of the firms.
I used a multi row formula to rank each group based on Rep ID but not sure how to proceed after that. Thank you in advance
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I think I figured it out. I used the below multi row formula and think got the expected results
IF [SF_Firm_ID]==[FIRM_ID] THEN 0
ELSEIF [SF_Firm_ID]==[Row-1:FIRM_ID] THEN 0
ELSEIF [SF_Firm_ID]==[Row+1:FIRM_ID] THEN 0
ELSE 1
ENDIF