Hi,
I need help figuring out how to use an existing data (or unique id) and use this on a new table or matrix. For instance, using Table 1. I want to use the ID field as the way of searching and populating the Table 2 (like where id in ('181552','252533', etc.. but w/o manually entering each ID). I've tried joining these tables but getting duplicates. I've also tried the lookup function and used a temp table and I'm still getting dupes.
Table 1.
ID | Name | Manager | Fees |
181552 | Joe Smith | Scot | $9,400.00 |
252533 | Jack Black | Scot | $25,000.00 |
898989 | Sam Johnson | Scot | $250.00 |
777456 | Ray Jones | Scot | $49,800.00 |
966557 | Jeff Rosem | Scot | $20,000.00 |
21486 | Evan Strasse | Scot | $14,000.00 |
Table 2.
ID | Amount Paid | Deposit Date |
181552 | $ 6,223.00 | 5/8/2018 |
252533 | $ 1,200.00 | 5/12/2018 |
898989 | $ 3,630.00 | 4/25/2018 |
777456 | $ 2,214.00 | 6/8/2018 |
966557 | $ 698.00 | 6/3/2018 |
21486 | $ 587.50 | 5/31/2018 |