identify if all child accounts are assigned to same person >> assign the parent account

[ginnguyen]

Hi,

I have a table similar with screenshot below with data on parent account, child account, product and sales name.

I would like to identify if all child accounts are assigned to same person then I will assign the parent account to that person.

What I am doing is i use multi-row tool to flag if the parent is assigned to same person. However, in the case when the parent is assigned to multiple person, it will wrongly flag "no".

Wonder if there is a better way to do it? Attached is my workflow

Thanks so much for your help

[Pang_Hee_Choy · Accepted solution]

group by parent acct, rep, and child count,

get the total count of child by parent account

join them and check whether the child count by rep is same with total child count.

[ginnguyen]

Thank you, i thought about it just now. It can solves the issue. But wonder if any better way? Like any tool can directly use for this purpose?

Thanks a lot for your help