IF THEN formula using two columns

Question

hi,

i am trying to get a workflow to recognize and process two different situations that involve two different columns.

1) If Parent Entry Key has Expense Type "Gift" AND "Fees" then only want to see data for "Gift"

however

2) If Parent Entry Key ONLY has "Fees" as an Expense Type then want to use this Fees data in the workflow the same way the above data is being kept

Is anyone able to help provide a solution? THANKS!

\

Alteryx Example.xlsx

Luke_C · Answer

Hi @dattina2287

Probably a few ways to do this. I opted to concatenate the expense type values and drive the logic off of that:

New Workflow2.yxmd

binu_acs · Answer

@dattina2287 One way of doing this with the sample tool

Filter_140623_1.yxmd

BS_THE_ANALYST · Answer

@dattina2287 
If parent entry key has expense type "Gift" AND "Fees", I'd use the summarize tool to aggregate and concatenate. This will allow you to see if the Parent Entry Key contains your criteria:

Here we can see Parent Entry Key contains both Gift AND Fees - as you mentioned above (but now it's in one row - easy for filtering later).

Next step: Join back to the original data set with the aggregated info. Essentially appending the info ready to filter the rows:

Now we can apply formula to create the flag for filtering:

Finally:

Lastly, I added an extra line in. Not sure how you treat Parent Entry Key which has expense type just as a gift? You can edit the formula to account for that though, I put a placeholder in there.

All the best,
BS

communityHelp2_14062023.yxmd