Multi-row if statement on values

I'm trying to get an IF statement on my data set in the Multi-Row tool but every which way I write my formula it's not working or gives me an error. See my data set below - all I'm trying to is if Cashflow Direction = "To Fund" and it's value is 0 then make Cashflow Direction = "Gain/Loss 2" = 0 otherwise it should keep it's amount. So in this example Gain/Loss 2 should be 0.

I also attached the excel output if that's easier as well.

Cashflow Direction	Name	Value
From Fund - Amortization of Basis	2022_05_31	-44387
Gain/Loss 2	2022_05_31	-86860
Amortization 2	2022_05_31	-86860
To Fund	2022_05_31	0
Adj Basis 2	2022_05_31	-88776

Alteryx help.xlsx

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Accepted answers

Emmanuel_G

@nfontenot

Find in attachement one way of set this rule using multi-row formula tool.

Let us know if this solution works as you want.😉

Multi-row if statement on values.yxmd

All comments

Luke_C

Hi @nfontenot

Is the name field the unique identifier that ties all these records together? A few more samples in the dataset would be good to make sure you get the best answer.

apathetichell

You posted your dataset a few days ago I think. You need to crosstab your data on cashflow/direction - and then try to get it to work. It's also sorted odd if I remember it. Basically your known values should be the first row.

In the example you posted above - you are trying to change two things in one multi-row formula. You can set one value in multi-row- not two. you cannot change Cash Flow direction and value in the same multi-row.

nfontenot

This is the dataset. Not other unique identifiers others than the Cashflow Direction name

Emmanuel_G

@nfontenot

Find in attachement one way of set this rule using multi-row formula tool.

Let us know if this solution works as you want.😉

Multi-row if statement on values.yxmd

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