Hi Everyone, i am new to Alteryx tool and did not learn anything. i am looking for help here to make the below process less time taking. in my report currently i have to select custodian name (which is a bank name) and there are multiple bank names on the report. so, i have to compare the records which is provided by those bank's with ours by applying filters and based on the combinations i have to provide notes.
1) Select OS Sheet and filter DB under Custodian Column.
a. Filter Column O (Collateral Compare) Note Reported and Column F(CWLCollateralStatusTypeshort) Accepted or None then Note (Column W) should be Loan Not Reported on TR.
b. Filter Column O (Collateral Compare) False and Column L (TR Status) PDR or PWT then Note (Column W) should be Loan Not Reported on TR.
c. Filter Column O (Collateral Compare) False and Column L (TR Status) Accepted or None then Note (Column W) should be Wet/Dry Interface Disc.
d Filter Column O (Collateral Compare) True and Column N (OPB Disc) Amounts (there will be multiple Amounts) then Note (Column W) should be Loan Amt Disc.
e. Filter Column O (Collateral Compare) True and Column N (OPB Disc) $- then Note (Column W) should be Reconciled.
Above are 25% steps of Report and remaining process will be same just column name would change.
