Workflow Possible Formula Question

Hi,

I am not sure if this is possible but wanted to ask... i was trying to look for a countif formula for attached but doesnt appear that there is one. I am trying to have Alteryx review attached data and count the number of "deployment fees" and "Clover Flex" and compare the totals. If the total of deployment fees is greater than the total of Clover Flex then zero the merchant price of the deployment fee.

Any help is greatly appreciated

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Accepted answers

binay2448

Find attached updated one, hope this will resolve the problem..

Workflow Possible Formula Question.yxmd

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brandon_bunney

The Summarize tool has a count function and you can do a "group by" of the Invoice Description to approximate the results of a countif.

I've attached a workflow that will count the number of market prices by invoice description from a text input tool that is based on your dataset, then compare the results, and finally set merchant price to 0 if there are more "Deployment for Clover Flex" counted than "Clover Flex".

I've intentionally added more "Deployment for Clover Flex" in the text input so that when the workflow is first ran, Overnight Deployment will get switched to 0 to confirm that it works.

Cferrer6.yxzp

Cferrer6

Thank you soo much!!! this look great. The only thing is i would need the deployment for clover flex quantity to match the clover flex quantity. So if there are only 4 Clover Flex then there should only be 4 Clover Deployments or deployments in general. Any ideas?

binay2448

Find my solution attached..

Workflow Possible Formula Question.yxmd

Cferrer6

@binay2448

Now to make it a bit more complicated, are you aware of how to do it if there are multiple orders like attached? Same rules just need each order isolated and apply the rules only on a order level.

Workflow Possible Formula Question.v2.yxmd

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