Conditional Formatting using tables to identify multiple criteria in each row of data

Hello,

I need an output that will identify the values as either entered by operations, entered by sales, or actuals validation.

The expected output is in the excel along with the input.

Do note, there will be over 500 lines of opportunities

Open to alternate ideas and solutions.

Cheers

Conditional Format_Workflow.yxmd

Conditional Format_Alteryx.xlsx

Output

Accepted answers

FinnCharlton

@Scarbrain Had to rejig the Table tool rules a bit - this should do it:

Conditional Formatting.yxmd

FinnCharlton

@Scarbrain This might be because your data types are different to mine, try using a Select tool to make the date a string before concatenating them.

All comments

FinnCharlton

Hey @Scarbrain , this was actually a really good challenge:

You can do this by finding the date of 'Actual Billings' for each ID, and joining it back onto the data after you get it into the table structure. You can then reference that field in column rules in the Table tool and compare it to the Field Names to get the colours correct:

Workflow attached for you to check out, hope it helps!

Conditional Formatting.yxmd

Scarbrain

Thanks @FinnCharlton for the quick reply

Mate this is excellent, I added a few more rows and appears where the are more than 1 "Actual Billings" it brings out duplicate rows, could we get it into one row?

See updated input

Conditional Format_Alteryx.xlsx

FinnCharlton

@Scarbrain Had to rejig the Table tool rules a bit - this should do it:

Conditional Formatting.yxmd

Scarbrain

The cross tab next to summary what method for aggregating values did you select? Perhaps I need the latest version as I can only select first or last...

But I can see what you have done here, brilliant.

thanks

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