I need to check if a Recipient has a missing Current Agreement in place. Would pivot be the best solution? Or using formula.
My workflow now provides the output like this. How should i proceed further.
Recipient | Recpt Cust name | AgreementFlag | Count_ofAgreements |
12625576 | SSSSSSSS | PastAgreement | 31 |
12625627 | IIIIIIIIIIIII | CurrentAgreement | 182 |
12625635 | MMMM | CurrentAgreement | 22 |
12625635 | MMMM | PastAgreement | 4 |
12625645 | CCCCCC | CurrentAgreement | 5 |
12625653 | DDDDD | CurrentAgreement | 1571 |
12625653 | DDDDD | PastAgreement | 949 |
12625681 | AAAAAA | CurrentAgreement | 7 |
12625681 | AAAAAA | PastAgreement | 40 |
12625681 | AAAAAA | FutureAgreement | 5 |
12625702 | RRRRRRR | PastAgreement | 897 |
I would like the workflow to provide the output of the Recipient that has no Current Agreement. ie, the output should return the below Recipients based on the above data
Recipient | Recpt Cust name | AgreementFlag | Count_ofAgreements |
12625576 | SSSSSSSS | PastAgreement | 31 |
12625702 | RRRRRRR | PastAgreement | 897 |
Solved! Go to Solution.
Hi @Sangz,
I have created a workflow for you:
The desired output:
Please mark my post as a solution if this something helpful for you!
Good Luck!
Thankyou Emil_Kos for your help. I tried the workflow. Looks like we are almost there, but the Left join is excluding some of the data that i need to see in the output.
If i do a normal Join, you can see in the below table - Recipeint has both a Past Agreement and Future Agreement, but it does not show up in the workflow using the Left Join. Ideally it should show this Recipeint because there it does not have a "Current Agreement".
What if i have a Recipient that has no Past Agreement Either, then the left Join would fail to show me such a Recipient right? Any suggestions if this is the best possible way to get the data i require? My intention is to ensure that i see all Recipients that do not have a "Current Agreement", even if they had a Past Agr
Recipient | Recpt Cust name | AgreementFlag | Count_RebateAgreement | Recipient | Recpt Cust name | AgreementFlag | Count_RebateAgreement |
12626223 | FFFFFFF | PastAgreement | 56 | 12626223 | FFFFFFF | FutureAgreement | 4 |
Hi @Sangz
The requirement is much more clear now
Here is a workflow for the task.
Output: Recipients which does have CurrentAgreement
Workflow:
Hope this helps 🙂
If this post helps you please mark it as solution. And give a like if you dont mind 😀👍