Forum Discussion
Find Text in a column based off portfolio code
Hello, I am looking to create a formula where it finds any text in a row and pulls the text for each row that contains the same portfolio code. Example #1: portfolio code 545454 has 3 rows o...
You can use the Group By feature to do this.
Select the 'PortfolioCode' column and click on the Group By icon.
Choose to aggregate by all rows and aggregate by the max of 'InterestRateCode'.
You should end up with something like this...
Expand the '_nested' column choosing only the 'InterestRateCode' and deselect 'use original column...'
You should end up with your desired result...
Hope this gets you pointed in the right direction.