Joining Lines Of Data By Loading Them to MDA Based On Criteria In Actions

Katie -
You want to make sure that you use the right identifier or key that uniquely identifies the record to be updated.  I would assume this is something like Contact ID.  Then you would use an Update function to update the two different fields in your target MDA object - one field for current month and one field for previous month.

(you can also use an Upsert function if your data should also insert new Contact IDs when present in your data) 

I am assuming you are working with data something like this:
Say your source data :
Contact ID   MonthType     Value
123              Current            100
123              Previous           75

Action 1 Target is
Contact ID     Current Month         Previous Month
123                 100

Action 2 Target using key/identifier = Contact ID and update operation
123               100                           75

Hi Denise - exactly!  

I was able to set up the rule with both actions being Upserts, and used Contact ID as the identifier.  All worked as expected.  

Thanks for your confirmation.