identifying the next gateway in line based on dates

Hello Alteryx Community.

I am trying to create a new field that identifies which milestone is next in a series. In the attached sample data, I have 4 milestones and they are ordered by Start Date.

How can I identify them/classify them as 'Achieved', 'Next', 'Future' so that as the End Date is populated they change classification?

Hope that makes sense.

Thanks!

Qlikview - Pivot Table Data.xlsx

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Accepted answers

fmvizcaino

Hi @ZoeM ,

Attached is an example showing how to get that done! I'm using multi-row formula tool to be able to look to records above and insert the right milestone.

Let me know if that works for you.

Best,

Fernando V.

2019-11-27 identifying the next gateway in line based on dates.yxmd

All comments

fmvizcaino

Hi @ZoeM ,

Attached is an example showing how to get that done! I'm using multi-row formula tool to be able to look to records above and insert the right milestone.

Let me know if that works for you.

Best,

Fernando V.

2019-11-27 identifying the next gateway in line based on dates.yxmd

ZoeM

Fernando!

I love it, but I have additional variable to throw in.

If the data is mixed (simple sample added), is there a way to identify by Model then check the Stage and see the dates order to determine the Milestone field?

Qlikview - Pivot Table Data.xlsx

ZoeM

Never mind Fernando!

It works like a charm, I didn't realize that you were grouping by Model!

I love it!

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