update fields

Question

I'm new in Alteryx and I'm having a hard time to find solutions or tools with the below

I have rules to apply in my data .. how do I do these in alteryx

1st rule I need to copy the account number to another field (in another existing column)

With these accounts, tag with the actual account number

4555698 4558799 4556389

2nd rule I need to update field (in another existing column)

With remaining untagged accounts, tag as follows

accounts starting with 41, tag as '4199324'

accounts starting with 42, tag as '4229935'

wdavis · Accepted Answer

Hi @salangc

You can do these using a Formula tool and IF statements.

Within the formula tool you have the option to either update an exisiting field or create a new column.

In the first instance you would want a statement along the lines of IF [Field] = 4555698 THEN [Existing Field] + [Field] ELSE [Field] ENDIF

The second statement would require you to isolate the first 2 digits first; IF Left[Field], 2) = 41 THEN '4199324' ELSEIF Left[Field], 2) = 42 THEN '4229935' ELSE '' ENDIF

I hope this helps

Kind Regards

Will

GiuseppeC · Accepted Answer

Hi @salangc,

you should be able to achieve what you need using the Formula tool. You can find it in the blue "Preparation" category on the top ribbon in Designer.

The Formula tool allows you to change existing fields with values coming from another field, which should address your 1st rule.

You can also build "IF-THEN-ELSE" statements to address your second rule. You can find the syntax of this statement by clicking on the blue 'fx' button > Conditional within the configuration of the Formula tool, after you've placed it on the canvas in your workflow.

You can use the Left([Field], 2) function to test the first 2 characters of your field.

Finally, if you left click on the Formula tool on the ribbon (not in the actual workflow) > Open example, you should be able to see multiple configurations of this tool and learn it from there.

Hope this helps!

Giuseppe