I have a Participants Table for 401k plan and each participant can appear one to 3 times based on number of plans he is eligible. Data validation rule is based on 2 columns seq number (11,13,14) and indicator (MCH,FCC,Y or N). T
My problem is I need to loop thru a participant based on his ssn. I need to look at 2 columns for each row and apply this formula
If seq no =11, take what is present in the indicator column and write it to a new column “Eligible Match”
This is direct rule.
The trick is with second part.we have to check 2 rows and combine to one row based on certain rules as below
If seq no =14 and indicator =Y → see if this participant has a row present with seq no 13.
if row 13 is present read this indicator value and output to the new column “Eligible Match”
so the 2 rows will be gone and we should have only one row in output with seq no 13 and corresponding indicator value copied to “Eligible Match”
If seq no =14 and indicator =Y and this participant dont have a second row present with seq id =13
if row with seq 13 is not present, then output should be as
seq id =13 and “Eligible match” column we should show as blank (empty)
if seq no =14 and indicator =‘N’
then check if "seq no"13 is present , if present then copy this “indicator” column value to “Eligible Match”
if seq no =14 and indicator =‘N’
then check if "seq no"13 is not present ,don’t copy this row.
no entry will be made for this participant
can anyone please help on how we can achieve this