Multiple Rows with Same Values - Isolate to one

[rtully72]

Looking to solve the following: When column CLAIM_NUM and CLAIM_BAL match BUT in Column DENIAL_TYPE, the row equals "Technical Denial", input CLAIM_BALANCE into the Adjusted Claim Balance column BUT only one time, all other cells should remain zero. This will give me an accurate claim balance amount rather than summing it multiple times.

Up to this point, I have been able to get the Adjusted Claim Balance by using =IF(COUNTIF($I$2:$I2, $I2)>1, 0, L2) BUT it inputs into the row with the undesired DENIAL_TYPE. Hopefully this makes sense! I am lost and I am sure it is something simple.

Duplicate/Unique Indicator	CLAIM_NUM	CLAIM_BALANCE	CLAIM_BALANCE_DUE	TOTAL_CLAIM_CHG_AMT	Adjusted Claim Balance	DENIAL_AMOUNT	DENIAL_TYPE
Unique	18001748	232	232	-232	232	-232	Technical Denial
Duplicate row	18001748	232	232	-232	0	0	Patient Liability
Duplicate row	18001749	928	928	-928	928	0	Patient Liability
Duplicate row	18001749	928	928	-928	0	0	Patient Liability
Duplicate row	18001749	928	928	-928	0	-232	Technical Denial
Duplicate row	18001749	928	928	-928	0	-232	Technical Denial
Duplicate row	18001749	928	928	-928	0	0	Patient Liability
Duplicate row	18001749	928	928	-928	0	-232	Technical Denial
Duplicate row	18001749	928	928	-928	0	0	Patient Liability
Duplicate row	18001749	928	928	-928	0	-232	Technical Denial

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[stevieinselby]

When you say When column CLAIM_NUM and CLAIM_BAL match, what are they matching ... the top row?

If what you're saying is that for the first instance of CLAIM_NUM=A, CLAIM_BAL=B and DENIAL_TYPE=Technical Denial, you want to copy the claim balance into the adjusted claim balance column and have zero for all other rows, the easiest way to do that is to add a helper column
=CLAIM_NUM&CLAIM_BAL&DENIAL_TYPE (sorry, I'm not sure which column has which letter in the table above)
that just strings them together. Let's call that column M
Then in your adjusted claim balance column (call it row 3), you need
=IF(COUNTIF(M$2:M3,M3)=1,L2,0)

(Just checking, is it possible for CLAIM_NUM and CLAIM_BAL not to both match at the same time? Could you ever have a possibility of different balances attached to the same claim number? If so, are you happy for them to be treated as different rows?)