Unique Sample Selection based on multiple criteria

Question

Hi all,

I'm fairly new to Alteryx and would love to get some guidance how to handle one of the issues I have.

I am trying to build a workflow that does sample selection for me.

Conditions:

1. Sample size is 4% (or minimum 8) based on Closed Correction Request number (raw data only shows closed cases).

2. If there are more Areas of Issue than above sample size, the sample size will be the number of areas of issue we have.

3. 50% of sampling needs to come from cases that have keywords.

3. Each agent needs to be sampled based on how many requests they closed, the more they closed the more samples are picked for them.

With my basic knowledge, I already built:

Condition 1 - workflow tells me what's the number I need to sample as per requirement (4% or 8)

Condition 2 - workflow tells me if I have to sample more than Condition 1 tells me.

I also already created keyword pool.

I know how many samples I need to pick (8)

I know that 50% of samples need to come form keyword pool (4)

I know how many samples I need to pick for each agent.

However, I can't figure out how to actually combine everything together and pick samples so that:

* 50% of samples comes from cases that have keywords AND
* each area of issue is sampled. In this case there should be 8 areas of issues sampled AND
* Each agent is sampled based on how many cases they closed.

Is there a way to achieve this?

Thank you so much in advance in case I get an answer :)

Aiste

I am attaching raw data + my current workflow.

workflow for query sample selection new.yxmd

Raw Data - Copy.xlsx

aiste_griffiths · Answer

Hi @rzdodson

Thanks a million for screenshots, my little Alteryx brain understands what you mean now! LOL

I reviewed previous months' records and it varies really! 68 in April, 72 in March, 161 in Feb, 86 in January...... I updated attached raw data to have more Areas 😂

Raw Data - Copy 10 issues.xlsx

aiste_griffiths · Answer

Welcome! @caltang

Apologies it's not too clear.

So:

1. Each month I need to select certain amount of samples from raw data (attached).

2. Each month that number changes, the requirement is it's 4% of total case number OR minimum 8 cases whichever is higher. So in this case it's 72 cases, 4% of 72 is 2.88 so we need to sample 8.

Sampling selection itself has conditions:

1. Each agent that appears in raw data needs to be sampled. We distribute the amount of samples we need for them based on how many cases they did (worked out perfectly in rzdodson workflow (e.g. Ann 3 cases, Ben 1 Case, Michael 1 Case, Stacey 1 Case, Tom 2 Cases = total 8 cases).

2. 50% of samples need to have a "keyword" (refer to “Case Summary” column, should be not null).

3. Issue seems to sit with "Area" Column. There is this condition that each "Area" need to be selected for sampling. I attached updated raw data, we can see that there are 10 areas, that means we need to actually sample select 10 cases to cover all “Areas”. So although we at first thought we need to select 8 cases, because there are 10 “areas”, sample size increased to 10.

"Area" would not necessarily always increase the sample size, it all depends on overall number of cases e.g. if we had overall 500 cases, 4% of that is 20 (all 10 areas would be covered within those 20 samples).

So all in all, I am trying to select 10 cases that cover all “Areas”, each agent is sampled based on how many cases they did and 50% of samples need to come from “Case Summary” column not null. Hope this clarifies? Thanks so much in advance for your insights! Aiste

Raw Data - Copy 10 issues.xlsx

caltang · Answer

I’m actually having a hard time understanding fully your requirements - do you mind dumbing it down for me?

Nested macros may be going a bit far but I like @rzdodson ‘s solution!