I'm fairly certain this is an oversimplification of what you're looking for, but it's hard to be sure without a sample packaged workbook to go off of. In any case, here's to hoping this is a good jumping off point to get you started in the right direction. If you are able to get a dummy version of your issue posted, that could be a TON of help. Good luck!
Book1.twbx 1.2 MB
With a couple of small tweaks to get it to fit my data it worked pretty much as is. I'm kicking myself that I tried to way over-engineer it, simple is always best!
Thanks for your help