Workflow help

Hi Everyone,

I am new to Alteryx and I am currently working on a project but have some problem with count.If any one can give me some advises,I will be appreciated it.

What I want to to do is:

Get the record meet the criteria ,and then count(How many record there), if not equal to 0,then I want to see all these record and then do extra work with them.

The question I have is

1.which method should be better? Formula or filter

2.How can I see all records which match the criteria after count or summarize

The only thing I am doing so far is just put a formula: Add a column:If Contains([region],"NA") and Contains([cly], "Y") then 1 else 0 Endif

Help

Accepted answers

All comments

atcodedog05

Hi @Bbadef

Can you provide some sample input and expected output it will help us get a better understanding of the usecase.

drew9

Hi @Bbadef ,

1. Filter would be best here. You can add in the logic from your formula into your filter.

2. You can add a summarize tool after the True Output Anchor of your filter which would give you the count of records that meet your criteria. Then you can make another connection off the True Output Anchor and do additional work with the specified records.

Hope this helps.

Bbadef

Hi,I have attach the sample data and also the workflow I built.

The thing I want to do for this project:

1.Read this file but the file name will change by day like(xxx_Oct13) and (xxx_Oct14)-The first 4 step

2.Read the sheet (AVBVC)to see if there is a record ([A] contain a and [H] contain Y) ,which is what I need ,else, nothing I need to do

3.If there is,I want to know what they are and make a comment(formula) base on some data on sheet2 (It will also change by date but follow a pattern)

Hope that will be helpful for you

Thank you

Sample.xlsx

New Workflow Sample.yxmd

Bbadef

atcodedog05

I have attach the sample data and also the workflow I built.

The thing I want to do for this project:

1.Read this file but the file name will change by day like(xxx_Oct13) and (xxx_Oct14)-The first 4 step

2.Read the sheet (AVBVC)to see if there is a record ([A] contain a and [H] contain Y) ,which is what I need ,else, nothing I need to do

3.If there is,I want to know what they are and make a comment(formula) base on some data on sheet2 (It will also change by date but follow a pattern)

Hope that will be helpful for you

Thank you

drew9

Hi @Bbadef ,

I've created a solution that will read in the file based on today's date using dynamic inputs. I believe the attached solution covers everything you asked, let me know if I missed anything.

New Workflow Sample.yxzp

Bbadef

Hi,Thank you so so much for your help.

But,I still have a question with that. Sometime the day won't be today so I use* for the part keep changing.

sheet 1 I can easily connect it

sheet2 name is "Apple_Rate_History_10132021_1123" which is almost the same with the file name except the last 4 dight.

Full path=[Full path]+"|||Apple_Rate_History*$"

but there is an error in dynamic input:'Apple_Rate_History*$" is not a valid name.

drew9

Using wildcards is only supported for file names, not sheet names. You will need two dynamic inputs, one to bring in the list of sheet names and the other to bring in data from the desired sheet. I've attached an example. Let me know if this will work for you!

New Workflow Sample2.yxzp

Bbadef

Hi drew, sorry for bothering you.

But for some reason I can't open the package.if I can get a screenshot with some detail,I will be really appreciated!!!

Thank you

drew9

Sure!

Bbadef

Hi Drew,

Thanks again for your help.

However, there is one question I forgot to mentioned is the file I have is .xls,which means I can't get a list of file name in Dynamic input.

drew9

Can you just save the file as an .xlsx? Functionality with .xls files is deprecated and I do not believe there is any way around it for the solution that you need.

Bbadef

Hi Drew, unfortunately I can't change the file type.But, thank you so much for your advise.Also, If you don't mind ,can I ask you one more question?

After completed everything,how can I overwrite the worksheet(sheet1) so that I can save these commend I made on Alteryx.

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