Grouping customer markets into segments

Question

Hi all,

I want to add a segment to my current customer market transactions, by assigning them into overarching customer segments. Adding some exemplary data, as I am very new to Alteryx I was hoping you could guide me which formula / tool to best use here?

Thank you!!

Examplary Customer Grouping Data.xlsx

LM_APAC2023 · Answer

Thank you!

Would I need to use If c then b ELSEIF to add all the following conditions?

TheUdbhav · Answer

To can use formula tool and update the column

IF [Customer Segment]='Investment Banker' THEN 'professional services'
ELSE [Customer Segment] ENDIF

You can add other conditions as well!

Let me know if I can assist you more!

LM_APAC2023 · Answer

Thank you!

It does work for those customer markets with a separating hyphen. I now have another data set that includes customer market: "Investment Banker" which I want to show as customer segment "professional services". The suggested formula doesn't work for this, is there another tool I could use?

Thanks again!