Using multiple AND and OR

Question

Hello everyone!

I'm trying to mimic a Salesforce report and I'm using multiple AND and OR statements within the multiple Filter functions. The attached shows the combinations that I need to match. What I'm stuck on is the very last part "((7 AND 8) OR 9)". Below is what I wrote in my last Filter function, but it doesn't seem to work properly:

([Date_Job_Closed__c] > "2023-01-03"
AND
[Close_Reason__c] IN ("Work Completed - Not Renewing","Job Cancelled"))
OR
([Close_Reason__c] = "Work Completed - Renewed"
OR
[Close_Reason__c] = "Previous Job Cancelled"
OR
IsNull([Close_Reason__c]))

Am I doing this incorrectly, and moreover, is there a way to use just one Filter function (or anything else) instead of multiple? I'm pretty new at using Alteryx so please let me know if I should provide any more info! Thanks in advanced

AlteryxExample.png

nagakavyasri · Answer

Filter.yxmd

BS_THE_ANALYST · Answer

@jimdmart it may be you need to add brackets here! Check this for example:
Before filter:

After Filter:

Kinda broken down like this:

Orange & Yellow is true. Where only ONE of the yellow criteria has to be met but the date must always be true.

FilterHelp.yxmd

tristank · Answer

Hi @jimdmart

There doesn't seem to be anything wrong with the filter formula you have created. To double check, are you just using one filter tool to test everything at the same time? You'll want to use the custom option of the filter tool if you are testing multiple values at once.

Could you show us how the workflow looks and show what isn't outputting as true when it should be?