Validation using multiple Conditions for Multi-row datasets

Hello,

I am trying to build a workflow with the desired outcome stated within the excel file (attached) for few sample dummy accounts.

Goal: Validate the accounts with stated logic which will give me the desired output stated within the Input excel file. The desired logic I am trying to build is within the attached workflow. However, since the logic should apply on random number of records for each account (some account have 10 instances, some have 5 or some has 3 etc.), the logic is not working for the simple formula tool I used.

Need help with building the desired logic within the workflow please.

Thank you!

Sample_WF.yxmd

Sum_transaction_Dummy_acct.xlsx

Datasets

Accepted answers

binu_acs

@Rumanais please check the comment column

Sample_WF.yxmd

All comments

hello binuacs,

Let me clarify the ask a little further using the account # X000ABAB as an example:

for this account, the MISC_AM of 772.82 is equal to the RunTot_TXN_AM of 772.82 on the TXN_EFF_DT of 12/16/2021 which is the same date as TRMNT_DT. So, the Row # 4 where this condition (if the sum if TXN_AM for the TXN_EFF_DT prior or equal to the TRMNT_DT is equal to the MISC_AM then 'PASS') is met, the row # 4 would say "PASS" under the Output column (validation result). But for the rest of the rows for that account will say "Scope_act".

Output column (validation result):

1. For account Number X000ABAB with 10 instance/row of this account, row # 4 would say "PASS", the rest of the rows will read "Scope_act". Same logic

for Account #s Y000CDCD & Z878FGHK but with different number of instance/rows for each account.

2. For account Number W2527IJKD (the last account in the list), since the logic does not meet for any of the instance/rows for this account, the first instance where the logic was closely met would say "REVIEW/FAIL", the rest of the rows will read "Scope_act".

Hope this helps. we can also chat if any further clarification is needed for this ask.

Thank you for taking a stab at this!

binu_acs

@Rumanais please check the comment column

Sample_WF.yxmd

Rumanais

Hi binuacs,

This worked perfectly for what I was trying to accomplish! Thank you so much.

Since I am relatively new to Alteryx, just curious, instead of writing the logic in the formula tool, do you think we could have achieve this result using other Alteryx tools?

Thanks again.

Quick Links

This months top contributors

atcodedog05 19598

Qiu 15874

binu_acs 15708

MarqueeCrew 13708

apathetichell 13703