Dynamic Select Column based on data in another column

Question

Hi,

I am looking for a way that I could use the Dynamic Select tool to choose columns based on the data that is in another field.

The data that I have shows all of the months of the year for both activity and YTD balance, along with some fixed fields (i.e. Account #, Company #).  I need to select specific fields to return and I am using the dynamic select tool to select these fixed fields based on their  FieldNumber as these will stay constant.

I have fields in my data for the current month and the previous month and I would like to setup the dynamic select to only select the fields that contain the data in the CurrentMon (for both activity and YTD Balance) and PrevMon (YTD Balance Only) fields.

Is there a way to do this with the dynamic select? Or is there possibly a different way to do it?

Below is my starting data before using the dynamic select:

GL COMPANY NBRGL COMPANY NAMEGL ACCOUNT NBRGL ACCOUNT NAMEGL AU NBREFFECTIVE DATE JAN ACTIVITY  JAN YTD BAL  FEB ACTIVITY  FEB YTD BAL  MAR ACTIVITY  MAR YTD BAL  APR ACTIVITY  APR YTD BAL  MAY ACTIVITY  MAY YTD BAL  JUN ACTIVITY  JUN YTD BAL  JUL ACTIVITY  JUL YTD BAL  AUG ACTIVITY  AUG YTD BAL  SEP ACTIVITY  SEP YTD BAL  OCT ACTIVITY  OCT YTD BAL  NOV ACTIVITY  NOV YTD BAL  DEC ACTIVITY  DEC YTD BAL RECON AURECON AU MANAGER NAMERECONCILEROUTPUT CYCLE/YEARPeriod End DateCurrentMonPrevMonCurrentYr0Company 11Cap Stk109/7/2021                         -               100.00                        -              100.00                           -                 100.00              -               100.00              -                 100.00                         -               100.00              -              100.00              -                 100.00              -              100.00              -                -                -              -                -                -  1John Doe1B3F20218/31/2021AugJul20210Company 12APIC109/7/2021                         -           1,500.00                        -           1,500.00                           -              1,500.00              -            1,500.00              -              1,500.00                         -            1,500.00              -          1,500.00              -             1,500.00              -           1,500.00              -                -                -              -                -                -  1John Doe1B3F20218/31/2021AugJul20210Company 12APIC119/7/2021                         -                        -                          -                        -                             -                           -                -                         -                -                           -                           -                         -                -                       -                -                          -                -                        -                -                -                -              -                -                -  52Jim Doe1 F20218/31/2021AugJul20210Company 13RE Other129/7/2021                         -                        -                          -                        -                             -                           -                -                         -                -                           -                           -                         -                -                       -                -                          -                -                        -                -                -                -              -                -                -  89Steve Doe1 F20218/31/2021AugJul20210Company 14Dividends Paid Other109/7/2021               500.00                      -                          -                        -                             -                           -                -                         -                -                           -                           -                         -                -                       -                -                          -                -                        -                -                -                -              -                -                -  1John Doe1B3F20218/31/2021AugJul20210Company 15RE999/7/2021         (2,500.00)         5,000.00                        -           5,000.00                           -              5,000.00              -            5,000.00              -              5,000.00            2,500.00          7,500.00              -          7,500.00              -             7,500.00              -           7,500.00              -                -                -              -                -                -  1John Doe1B3F20218/31/2021AugJul20210Company 16Dividends Paid109/7/2021            1,000.00                      -                          -                        -             (1,000.00)         (1,000.00)              -         (1,000.00)              -           (1,000.00)          (1,000.00)       (2,000.00)              -        (2,000.00)              -           (2,000.00)              -        (2,000.00)              -                -                -              -                -                -  1John Doe1B3F20218/31/2021AugJul20216Company 21Cap Stk209/7/2021                         -                 10.00                        -                 10.00                           -                    10.00              -                  10.00              -                    10.00                         -                  10.00              -                10.00              -                   10.00              -                 10.00              -                -                -              -                -                -  1John Doe1B3F20218/31/2021AugJul20216Company 22APIC209/7/2021                         -               750.00                 25.00            775.00                    25.00               800.00              -               800.00              -                 800.00                         -               800.00              -              800.00              -                 800.00              -              800.00              -                -                -              -                -                -  1John Doe1B3F20218/31/2021AugJul20216Company 25RE999/7/2021                         -           1,000.00                        -           1,000.00                           -              1,000.00              -            1,000.00              -              1,000.00                         -            1,000.00              -          1,000.00              -             1,000.00              -           1,000.00              -                -                -              -                -                -  1John Doe1B3F20218/31/2021AugJul20216Company 26Dividends Paid209/7/2021                         -                        -                          -                        -                             -                           -                -                         -                -                           -                           -                         -                -                       -                -                          -                -                        -                -                -                -              -                -                -  1John Doe1B3F20218/31/2021AugJul20219Company 32APIC309/7/2021                         -           2,000.00                        -           2,000.00                           -              2,000.00              -            2,000.00              -              2,000.00                         -            2,000.00              -          2,000.00              -             2,000.00              -           2,000.00              -                -                -              -                -                -  1John Doe1B3F20218/31/2021AugJul20219Company 35RE999/7/2021                         -           3,000.00                        -           3,000.00                           -              3,000.00              -            3,000.00              -              3,000.00                         -            3,000.00              -          3,000.00              -             3,000.00              -           3,000.00              -                -                -              -                -                -  1John Doe1B3F20218/31/2021AugJul2021

Below is the data that I am trying to obtain after the dynamic select - since my Current Month is "Aug", I want to show Aug Activity and Aug YTD Bal; since my PrevMon is "Jul", I want to show Jul YTD Bal.

GL COMPANY NBRGL COMPANY NAMEGL ACCOUNT NBRGL ACCOUNT NAMEGL AU NBREFFECTIVE DATE JUL YTD BAL  AUG ACTIVITY  AUG YTD BAL RECON AURECON AU MANAGER NAMERECONCILEROUTPUT CYCLE/YEARPeriod End DateCurrentMonPrevMonCurrentYr0Company 11Cap Stk109/7/2021            100.00              -                 100.001John Doe1B3F20218/31/2021AugJul20210Company 12APIC109/7/2021        1,500.00              -             1,500.001John Doe1B3F20218/31/2021AugJul20210Company 12APIC119/7/2021                     -                -                          -  52Jim Doe1 F20218/31/2021AugJul20210Company 13RE Other129/7/2021                     -                -                          -  89Steve Doe1 F20218/31/2021AugJul20210Company 14Dividends Paid Other109/7/2021                     -                -                          -  1John Doe1B3F20218/31/2021AugJul20210Company 15RE999/7/2021        7,500.00              -             7,500.001John Doe1B3F20218/31/2021AugJul20210Company 16Dividends Paid109/7/2021      (2,000.00)              -           (2,000.00)1John Doe1B3F20218/31/2021AugJul20216Company 21Cap Stk209/7/2021              10.00              -                   10.001John Doe1B3F20218/31/2021AugJul20216Company 22APIC209/7/2021            800.00              -                 800.001John Doe1B3F20218/31/2021AugJul20216Company 25RE999/7/2021        1,000.00              -             1,000.001John Doe1B3F20218/31/2021AugJul20216Company 26Dividends Paid209/7/2021                     -                -                          -  1John Doe1B3F20218/31/2021AugJul20219Company 32APIC309/7/2021        2,000.00              -             2,000.001John Doe1B3F20218/31/2021AugJul20219Company 35RE999/7/2021        3,000.00              -             3,000.001John Doe1B3F20218/31/2021AugJul2021

I have attached an Excel files with the data examples.

Thank you!

csh8428 · Answer

@J-Riedel Here's a YXMD instead of a YXZP. You can't "export" to a different version of Alteryx, but here's a little trick to open workflows that were developed in newer versions of Alteryx. It will work as long as the tools inside the workflow aren't version specific and there's nothing crazy going on in this workflow so it will work.

How to "change the version"

* Right click on the YXMD file.
* Select "Open With"
* Pick any text editor.
* Change the version # to your version.
* Save the file

sample.yxmd

J-Riedel · Answer

@csh8428

Thank you for the sample.  I am unable to open the sample file as I must have an older version of Alteryx.  Is there a way you could save differently, or how would I be able to open?

Thank you.

csh8428 · Answer

@J-Riedel

I think this should work for ya.

sample.yxzp