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        <title>Data Investigation — Alteryx</title>
        <link>https://community.alteryx.com/</link>
        <pubDate>Fri, 17 Apr 2026 07:53:42 +0000</pubDate>
        <language>en</language>
            <description>Data Investigation — Alteryx</description>
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    <item>
        <title>How do you create a new field that spells out a numeric value from another field?</title>
        <link>https://community.alteryx.com/discussion/1436159/how-do-you-create-a-new-field-that-spells-out-a-numeric-value-from-another-field</link>
        <pubDate>Thu, 09 Apr 2026 21:02:37 +0000</pubDate>
        <category>Alteryx One</category>
        <dc:creator>Jdelagu11</dc:creator>
        <guid isPermaLink="false">1436159@/discussions</guid>
        <description><![CDATA[<div><p>Good evening everyone. Was hoping i could get ideas, or maybe steer me in the right direction, on how to build the below (see screenshot).</p><p>I have a numeric field called AMOUNT and i need to be able to create a new field that spells out whatever is in the AMOUNT field.</p><p>Is there a tool that will do that? Asked Chatgpt and it told me i need to build a macro, but i'm not the best at building macros. Let me know if anyone has ideas.&nbsp;</p><p>(oh i attached an example alteryx workflow if that helps)</p><p>Thanks so much.</p><p><span><img src="https://us.v-cdn.net/6038679/uploads/images/4f/4f3f84e192000e1d24673df1ee1d1196.png" role="button" title="Example_Amt.png" alt="Example_Amt.png" /></span></p></div>
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        <title>Challenge #103: Just another game?</title>
        <link>https://community.alteryx.com/discussion/124399/challenge-103-just-another-game</link>
        <pubDate>Mon, 05 Feb 2018 17:24:40 +0000</pubDate>
        <category>Weekly Challenges</category>
        <dc:creator>ChristineB</dc:creator>
        <guid isPermaLink="false">124399@/discussions</guid>
        <description><![CDATA[<div><p>A solution to last week's Challenge has been posted <a rel="nofollow" href="https://community.alteryx.com/t5/Weekly-Challenge/Challenge-102-Tabulating-Flu-Data/td-p/121475" target="_blank">HERE</a>!</p><p>I learned&nbsp;<em>the worst</em> thing to say to a bunch of football fans: "The Super Bowl?&nbsp; It's just another football game".&nbsp; &nbsp;The looks of horror on my colleagues' faces when I said that are burned into my memory forever.&nbsp; And let me warn you: don't say that when you have anything important to do because you will be subject to an hour-long debate about player stats, offense/defense match-ups, the importance of turnovers (and not just the apple flavored ones) and the <a href="http://theplate.nationalgeographic.com/2015/02/05/the-great-chili-debate/" target="_blank" rel="noopener nofollow noreferrer">proper way to make chili</a>.&nbsp;</p><p>Anyway, after this debate, I did what any data nerd would do: I took to the internet in search of datasets and fired up my Alteryx Designer to answer this question: Is the Super Bowl just another game?&nbsp; I decided that I'd do a little experiment.&nbsp; Using the Predictive tools and data from the New England Patriots's 2016 and 2017 seasons, I wanted to see how a linear regression model developed on regular season games (including post-season) performed when used to predict the number of points the Patriots would score during the Super Bowl.&nbsp;</p><p>First, I downloaded data (source:&nbsp;<a href="https://www.pro-football-reference.com/teams/nwe/2017.htm" target="_blank" rel="noopener nofollow noreferrer">here)</a>&nbsp;for the New England Patriots for the 2016 and 2016 seasons (provided as inputs in the Start File), which required a bit of parsing to prepare for later use.&nbsp; Then, I set out on some data investigation to begin my linear regression model development.&nbsp; My approach (<em>which may not be the same one you use in your modeling approach</em>)&nbsp; was to choose the four (4) variables from the "Score", "Offense" and "Defense" data categories with the most significant relationship to the variable "TM", which indicates the number of points the Patriots scored.&nbsp; With my variables selected, I began the model creation.&nbsp; My approach (<em>which may differ from yours</em><span title=":disappointed_face:">&#128542;</span> develop the model on on values&nbsp;<em>except</em> for one pair of regular season games and the Super Bowl games.</p><p>What's the difference between your predicted values and actual values for your regular season games and Super Bowl games?&nbsp; Is the Super Bowl&nbsp;<em>just</em> another game?&nbsp;</p><p>Extra Challenge: How'd you do on <a href="https://www.npr.org/sections/thetwo-way/2018/02/02/582762381/jeopardy-contestants-fumble-entire-football-category-to-coach-trebek-s-dismay" target="_blank" rel="noopener nofollow noreferrer">this Jeopardy Category</a>?&nbsp; Admittedly, I was in good company with these contestants!&nbsp; &nbsp; &nbsp; &nbsp;</p></div>
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        <title>Challenge #94: Have we reached Peak Pumpkin?</title>
        <link>https://community.alteryx.com/discussion/91028/challenge-94-have-we-reached-peak-pumpkin</link>
        <pubDate>Mon, 13 Nov 2017 16:58:48 +0000</pubDate>
        <category>Weekly Challenges</category>
        <dc:creator>ChristineB</dc:creator>
        <guid isPermaLink="false">91028@/discussions</guid>
        <description><![CDATA[<div><p>A solution to last week's Challenge has been posted <a rel="nofollow" href="https://community.alteryx.com/t5/Weekly-Challenge/Challenge-93-Pumpkin-Production/m-p/91014#M2334" target="_blank">here</a>.&nbsp; &nbsp;I loved seeing the variety of solutions that our Challengers came up with!&nbsp; Admittedly, my solution probably has more tools than it should but it gets the job done...with only one Join tool!&nbsp; In the spirit of friendly competition, especially with the self-imposed challenge of "how many Join tools does it take to calculate pumpkin production", I thought I'd give a shout out to our "winner".&nbsp; Last week, our Challengers' solutions contained an average of 4 Join tool.&nbsp; Our "winner" with the Fewest Join Tools used:&nbsp;<a rel="nofollow" href="/profile/12673">@vishalgupta</a>, with 0 Join tools!&nbsp; You read that right...ZERO!&nbsp; There are a few Find/Replace tools in there, though...but I'll take it!&nbsp; Take the time to check out everyone's solutions; the variety is awesome, and I learned a few new tricks myself!&nbsp;</p><p>This week's Challenge will give you the chance to show off your skills with the Predictive Tools to answer one of the most pressing issues of our time: Have we reached Peak Pumpkin?&nbsp; Is the time of the demand for EVERYTHING PUMPKIN losing steam?&nbsp; Has Maple Pecan become a force to be reckoned with?</p><p>For this week's Challenge, we have five input files, one for each branch of a store, with data on pumpkin product sales from 2010 to 2016.&nbsp; Amalgamate the data into a single data stream to forecast the total expected sales for each product category for the year 2017.&nbsp;&nbsp;</p><p><strong>Notes:</strong> <br />- Any Null values should be filled with the average value of that product for that week, across all stores. <br />- You will need to install the Predictive tools to use the Time Series tools (if you don't have them installed already).&nbsp;<br />- Choose the time series model whose Akaike Information Criterion, corrected (abbreviated by AICC) are consistently lower. The data from Store 1 is the best and most complete dataset to use for deciding on a model since it contains no Null values. <br />- The <a href="https://gallery.alteryx.com/#!districts/56327e37aa690a17f0760bdc" target="_blank" rel="noopener nofollow noreferrer">Predictive District on the Gallery</a> has some tools and samples that you may find helpful for this exercise!</p><p><strong>Notes for Users on versions 2018.2 and more recent:&nbsp;</strong></p><p>Changes to the version of R used in the Predictive tools have caused ARIMA calculations to yield different results than those in the original post.&nbsp; Please reference the following instructions and start/solution files:</p><p>-&nbsp;<span>Any Null values should be filled with the average value of that product for that week, across all stores.&nbsp;</span><br /><span>- You will need to install the Predictive tools to use the Time Series tools (if you don't have them installed already).&nbsp;</span><br /><span>- Perform this challenge using an&nbsp;ETS&nbsp;model to forecast values for the next year.&nbsp; Leave all settings, aside from those needed to configure the model, to "Auto".&nbsp; </span></p><p><span>- Expect your output to contain negative values</span></p><p><span>- Refer to the start file "challenge_94_2018_2_start_file.yxmd" and solution file "challenge_94_2018_2_solution.yxmd" that I posted to my reply to another Community user on page 3 of this Challenge's post.&nbsp;</span></p></div>
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        <title>In Output Preserve Sheet 2 and amend Sheet 1 nd save data date wise daily</title>
        <link>https://community.alteryx.com/discussion/1436067/in-output-preserve-sheet-2-and-amend-sheet-1-nd-save-data-date-wise-daily</link>
        <pubDate>Wed, 08 Apr 2026 19:59:50 +0000</pubDate>
        <category>Alteryx One</category>
        <dc:creator>Jyoti12777</dc:creator>
        <guid isPermaLink="false">1436067@/discussions</guid>
        <description><![CDATA[<div><p>Hello Community!!!</p><p>I am building a solution which is divided in 3 parts<br /><br />Part 1 : Getting daily reports in which below Accounts counts should update against&nbsp;</p><p>Input</p><table border="1"><tbody><tr><td>Transaction Type</td><td>Accounts</td><td>Processor</td></tr><tr><td>Mol34</td><td>20</td><td>Jyoti</td></tr><tr><td>Mol02</td><td>19</td><td>Jyoti</td></tr><tr><td>Mol01</td><td>10</td><td>Aishwarya</td></tr><tr><td>Mol09</td><td>2</td><td>Aishwarya</td></tr><tr><td>S10</td><td>13</td><td>Aishwarya</td></tr></tbody></table><p>Output : here MOL34 = STP V, MOL02 = Existing User and so on : 1st column should be as it is and rest will keep updating per daily input record</p><table border="1"><tbody><tr><td>Transaction Type</td><td>Jyoti</td><td>Aishwarya</td></tr><tr><td>STP V</td><td>20</td><td>&nbsp;</td></tr><tr><td>STP Partial</td><td>&nbsp;</td><td>&nbsp;</td></tr><tr><td>Add Funds</td><td>&nbsp;</td><td>&nbsp;</td></tr><tr><td>Remove Funds</td><td>&nbsp;</td><td>2</td></tr><tr><td>Manual&nbsp;</td><td>&nbsp;</td><td>&nbsp;</td></tr><tr><td>Add User</td><td>&nbsp;</td><td>10</td></tr><tr><td>Existing User</td><td>19</td><td>&nbsp;</td></tr><tr><td>Change Id&nbsp;</td><td>&nbsp;</td><td>&nbsp;</td></tr><tr><td>BAU Projects</td><td>&nbsp;</td><td>&nbsp;</td></tr><tr><td>Investigations</td><td>&nbsp;</td><td>13</td></tr></tbody></table><p>Part 2 : the data is saved in monthly excel and we only need most recent or Yesterdays record to capture in Output (if it is 9 April today, we should be getting data or records of 8 April only no older records.</p><p>and in part 3 in Output there are 2 Sheet in Excel Sheet 1 ( Daily report) should have data or records from run and it should save daily excel with Sheet 2(Instructions) untouched. it should save excel date wise with both Sheet with above condition.</p><p>your support is greatly appreciated!!!!!!!</p></div>
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        <title>Claims - one line per claim</title>
        <link>https://community.alteryx.com/discussion/1435700/claims-one-line-per-claim</link>
        <pubDate>Thu, 02 Apr 2026 12:41:13 +0000</pubDate>
        <category>Alteryx One</category>
        <dc:creator>gfisch13</dc:creator>
        <guid isPermaLink="false">1435700@/discussions</guid>
        <description><![CDATA[<div><p>Hi folks,</p><p>We have a system that allows the user to add a file mark to a claim based on the work thats being comlpeted.&nbsp; When looking at the data a claim is duplicated many times depending on the amount of file marks.&nbsp; In the attached data I'm looking to combine the file marks into a single field so that each of my claims can be show on a single line.&nbsp; I know its possible but my skills are rusty.&nbsp;&nbsp;</p><p>As usual, thank you for your input!</p><p>George</p></div>
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        <title>Challenge #18: Predicting Baseball Wins</title>
        <link>https://community.alteryx.com/discussion/36747/challenge-18-predicting-baseball-wins</link>
        <pubDate>Fri, 28 Oct 2016 00:21:32 +0000</pubDate>
        <category>Weekly Challenges</category>
        <dc:creator>GeneR</dc:creator>
        <guid isPermaLink="false">36747@/discussions</guid>
        <description><![CDATA[<div><p>This week let&rsquo;s have some fun and look at predicting baseball wins. &nbsp;&nbsp;For those looking for the solution to last week&rsquo;s (challenge #17) the link is <a rel="nofollow" href="https://community.alteryx.com/t5/Weekly-Challenge/Weekly-Exercise-17-Batch-Macro-Calculating-a-24-month-retention/m-p/36746#M42" target="_blank">HERE</a>.&nbsp;</p><p>The use case: The Baseball season has completed and it's time to project next year's win totals.</p><p>The objective:&nbsp; Determine the top 10 variables that correlate to wins (excluding [Win_Pct] and [Games] from the correlation).&nbsp; Leverage those top 10 variables to predict the # of wins the team will have in next year&rsquo;s season.</p><p>Isolate the teams to only use Boston - BOS, Los Angles of Anaheim - LAA, Chicago Cub - CHC, San Francisco Giants - SFG, Colorado Rockies - COL and Texas Rangers - TEX.</p><p>Create what the final standing will be and how many games out of first place each team is assuming each team plays 162 games.</p><p>Good luck, I hope you are having fun with these exercises and expanding your knowledge of Alteryx.&nbsp; Thanks to all that have provided feedback</p></div>
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        <title>Searching Names within a fiels</title>
        <link>https://community.alteryx.com/discussion/1435454/searching-names-within-a-fiels</link>
        <pubDate>Mon, 30 Mar 2026 19:38:32 +0000</pubDate>
        <category>Alteryx One</category>
        <dc:creator>gfisch13</dc:creator>
        <guid isPermaLink="false">1435454@/discussions</guid>
        <description><![CDATA[<div><p>Hi Folks, I'm getting some inconsistent results when attempting to extract names from within a field that can contain between 1 and 100 values.&nbsp; I've been using the contains function:&nbsp; Contains([name field], 'Russell') Or&nbsp;Contains([name field], 'RUSSELL').</p><p>When I go over to SQL I'm using the function iLike:&nbsp;&nbsp;<span>ILIKE</span> <span>'%Russell%'</span></p><p><span>I'm getting considerably more hits using SQL.&nbsp; I'm curious what others use.&nbsp; Is there a better method to use in my Alteryx work flow?</span></p><p><span>Thanks,</span></p><p><span>George</span></p></div>
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        <title>Beginner Transpose</title>
        <link>https://community.alteryx.com/discussion/1434987/beginner-transpose</link>
        <pubDate>Tue, 24 Mar 2026 18:54:49 +0000</pubDate>
        <category>Alteryx One</category>
        <dc:creator>HOUEW</dc:creator>
        <guid isPermaLink="false">1434987@/discussions</guid>
        <description><![CDATA[<div><p>I have a schedule I need to transpose with a lot of data. Any tips, tried transpose but was unsuccessful.</p><p><span><img src="https://us.v-cdn.net/6038679/uploads/images/db/dbdf0150da0c2edfb213b4a729b885f7.png" role="button" title="Screenshot 2026-03-24 134613.png" alt="Screenshot 2026-03-24 134613.png" /></span></p></div>
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        <title>Challenge #30: Alteryx &#39;16 Grand Prix (Race 1, L2)</title>
        <link>https://community.alteryx.com/discussion/36433/challenge-30-alteryx-16-grand-prix-race-1-l2</link>
        <pubDate>Tue, 25 Oct 2016 18:22:07 +0000</pubDate>
        <category>Weekly Challenges</category>
        <dc:creator>GeneR</dc:creator>
        <guid isPermaLink="false">36433@/discussions</guid>
        <description><![CDATA[<div><p>I hope you all had fun with last week&rsquo;s challenge, completing lap one form the Inspire 2016 Grand Prix event (challenge #29).&nbsp;&nbsp; The solution is posted <a rel="nofollow" href="https://community.alteryx.com/t5/Weekly-Challenge/Weekly-Exercise-29-Alteryx-GrandPrix-Lap-1-Intermediate/m-p/36432#M6" target="_blank">HERE</a>.</p><p>Now that you have your data prepped it is time for Race 1 lap 2, you need to answer some questions so you will have content for your annual "Draft Recap" newsletter. &nbsp;&nbsp;&nbsp;</p><p>Objective: Please use Alteryx to answer the following questions &ndash;</p><ol><li>Who has the youngest team and what is the average age?</li><li>Which team has the best (lowest) average pitcher rank?</li><li>What is the Pearson correlation between 2015 Team Rank and Hitter Rank?</li><li>Please build a table containing the count of players on each fantasy team by position, the sum of home runs for the hitters by fantasy team, and sum of wins for the pitchers by fantasy team, ordered by 2015 team rank.</li></ol><p>*Keep in mind the contestants only had about 10 minutes per lap maximum so time yourself.</p></div>
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        <title>Summarise and cross tab - Single Line Output</title>
        <link>https://community.alteryx.com/discussion/1434214/summarise-and-cross-tab-single-line-output</link>
        <pubDate>Sun, 15 Mar 2026 05:07:59 +0000</pubDate>
        <category>Alteryx One</category>
        <dc:creator>Akshay_Dakalia</dc:creator>
        <guid isPermaLink="false">1434214@/discussions</guid>
        <description><![CDATA[<div><p>Hi Community - In the sample excel, I have a few lines of the same invoice. I want to summarise it together into a single line with the Tax Rate as SGST and CGST coming under two columns. I tried using summarise and cross tab, but it is coming into two lines instead of one. Can someone please help?</p></div>
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        <title>Record Id for the data</title>
        <link>https://community.alteryx.com/discussion/1433805/record-id-for-the-data</link>
        <pubDate>Tue, 10 Mar 2026 15:15:42 +0000</pubDate>
        <category>Alteryx One</category>
        <dc:creator>Alteryxexpert</dc:creator>
        <guid isPermaLink="false">1433805@/discussions</guid>
        <description><![CDATA[<div><p>I have 300 Records for 12 months of data, that is 25 rows per month Group By Month and value in Descending order. I want to put a record Id for all the records, for example for the 25 records in Jan i want to keep the record ID as 1 to 25 and it has to be the same 1 to 25 for all the other months for total 300 records. how to acheive this?</p></div>
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        <title>Calculating Monthly Average for the below Data</title>
        <link>https://community.alteryx.com/discussion/1433320/calculating-monthly-average-for-the-below-data</link>
        <pubDate>Thu, 05 Mar 2026 12:18:56 +0000</pubDate>
        <category>Alteryx One</category>
        <dc:creator>Alteryxexpert</dc:creator>
        <guid isPermaLink="false">1433320@/discussions</guid>
        <description><![CDATA[<div><p>Hi&nbsp;</p><p>I have the data as attached for 5 year. I need to calculate Each month average. for example for Jan 2025 - The average should calculated by Dec'24+Jan'25/2 and for Feb'25 it should be&nbsp;Jan'25+Feb'25/2 and for all the years data it should calculate in this way<br /><br />How to Acheive this through Alteryx? Can someone help me out it this?</p></div>
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        <title>Alteryx Designer Advanced Certification</title>
        <link>https://community.alteryx.com/discussion/1255944/alteryx-designer-advanced-certification</link>
        <pubDate>Thu, 28 Mar 2024 01:08:38 +0000</pubDate>
        <category>Alteryx One</category>
        <dc:creator>hlannguyen</dc:creator>
        <guid isPermaLink="false">1255944@/discussions</guid>
        <description><![CDATA[<div><p>Hello Professionals,</p><p>I'd want to thank all professionals who helped me when I was stuck while studying for Alteryx Designer Core. I'm unsure if the next step is Alteryx Designer Advanced, but I'd like to continue learning more about Alteryx. Any advice and instructions on what sources to learn and practice is very much appreciated.</p><p>Thank you,</p></div>
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        <title>Data Prep/Grouping</title>
        <link>https://community.alteryx.com/discussion/1433087/data-prep-grouping</link>
        <pubDate>Sun, 01 Mar 2026 17:57:31 +0000</pubDate>
        <category>Alteryx One</category>
        <dc:creator>gfisch13</dc:creator>
        <guid isPermaLink="false">1433087@/discussions</guid>
        <description><![CDATA[<div><p>HI folks, I need some help summarizing some data.&nbsp; In the attached file I'm trying to group all data at the ClaimNum level.&nbsp; I'd like to have one record per claim which means that the LossAddress, Provider and Doctor fields will all represent multiple values in their respective fields.&nbsp; The LossAddress field is simplest since it would only reflect a single value, but the Provider and Doctor fields should have multiple values each.&nbsp;&nbsp;</p><p>Any guidance is appreciated!</p><p>Thanks,&nbsp;</p><p>George</p></div>
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        <title>Tile tool not behaving as I&#39;d expect</title>
        <link>https://community.alteryx.com/discussion/1432772/tile-tool-not-behaving-as-id-expect</link>
        <pubDate>Thu, 26 Feb 2026 11:01:01 +0000</pubDate>
        <category>Alteryx One</category>
        <dc:creator>OllieClarke</dc:creator>
        <guid isPermaLink="false">1432772@/discussions</guid>
        <description><![CDATA[<div><p>edit: included 2nd half of question as got truncated<br /><br />Hello community, I'm hoping someone can explain what's going on here to me.<br /><br />I've got some options which I'm trying to split into 2 equally sized groups (within the Group field)</p><p><span><img src="https://us.v-cdn.net/6038679/uploads/images/bf/bf85fa55e8ff9f8870532f52708c6fcf.png" role="button" title="image.png" alt="image.png" /></span></p><p>This sounds like a perfect use case for the tile tool, but I don't get the output I'd expect.<br /><br />When I use Equal Sum setup like this:</p><p><span><img src="https://us.v-cdn.net/6038679/uploads/images/31/31fe2b880adb1384c4e351e00e1521f6.png" role="button" title="image.png" alt="image.png" /></span></p><p>It outputs unequally split tiles:</p><p><span><img src="https://us.v-cdn.net/6038679/uploads/images/f0/f0f9d670427c24e432defd42a6024a44.png" role="button" title="image.png" alt="image.png" /></span></p><p>If I generate rows and use equal records setup like this:</p><p><span><img src="https://us.v-cdn.net/6038679/uploads/images/12/1249c6852b862c6565847db57d9d7f60.png" role="button" title="image.png" alt="image.png" /></span></p><p>It outputs unequally split tiles, and also only creates one tile for Group 4:<br /><span><img src="https://us.v-cdn.net/6038679/uploads/images/f9/f937042fb800a6c0eaa1d32244989d61.png" role="button" title="image.png" alt="image.png" /></span></p><p>I can get the correct answer if I setup the tool in equal records to sort by item like this:</p><p><span><img src="https://us.v-cdn.net/6038679/uploads/images/f7/f70f02b23fcc655e67b810705a590ae2.png" role="button" title="OllieClarke_0-1772122370637.png" alt="OllieClarke_0-1772122370637.png" /></span></p><p>Which gives me this (correct) output:</p><p><span><img src="https://us.v-cdn.net/6038679/uploads/images/89/89682333ad3298119a6e4a21eb0d8646.png" role="button" title="OllieClarke_1-1772122368379.png" alt="OllieClarke_1-1772122368379.png" /></span></p><p>I've run this workflow in versions 2025.1 and 2025.2 with AMP on and off, but results are consistent.<br /><br />Can someone explain what's going on here please<br /><br />I've attached the workflow and it's here too:</p><p><span><img src="https://us.v-cdn.net/6038679/uploads/images/e2/e21a51412ce693abf16a0af8b422e0e3.png" role="button" title="OllieClarke_2-1772122368311.png" alt="OllieClarke_2-1772122368311.png" /></span></p><div id="tinyMceEditorOllieClarke_1">&nbsp;</div></div>
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        <title>Search names from a column to another and output the common name</title>
        <link>https://community.alteryx.com/discussion/1432797/search-names-from-a-column-to-another-and-output-the-common-name</link>
        <pubDate>Thu, 26 Feb 2026 14:00:00 +0000</pubDate>
        <category>Alteryx One</category>
        <dc:creator>DE22</dc:creator>
        <guid isPermaLink="false">1432797@/discussions</guid>
        <description><![CDATA[<div><p>Hello,&nbsp;</p><p>Could you, please help me? I want to check the AR_ Name column in the Client column and keep the common matching text (50-60% matching ). Moreover, if inside the AR_ Name clients have a similar name&nbsp; and if they do not match at all with the Client column, should return the AR_ Name. This should be applicable only for the AR_ name column not null/empty. Thanks a lot!</p></div>
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        <title>Matching Values in a list</title>
        <link>https://community.alteryx.com/discussion/1432896/matching-values-in-a-list</link>
        <pubDate>Thu, 26 Feb 2026 19:30:05 +0000</pubDate>
        <category>Alteryx One</category>
        <dc:creator>gfisch13</dc:creator>
        <guid isPermaLink="false">1432896@/discussions</guid>
        <description><![CDATA[<div><p>Hi Folks,</p><p>I have a list of values, about 25, that I want to match against a field in my master data set.&nbsp; I'm creating a indicator field with a value (Y) that indicates a match.&nbsp; &nbsp;I cannot find a function that allows me to add all the match values.&nbsp; In other software packages it would be called, INLIST or MATCH....does Alteryx have such a tool?</p><p>Thanks,</p><p>George</p><p>Example:&nbsp; &nbsp;MATCH([match_field], value1, value2, value3.......etc)&nbsp;</p></div>
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        </description>
    </item>
    <item>
        <title>Confidential files comparison</title>
        <link>https://community.alteryx.com/discussion/1432593/confidential-files-comparison</link>
        <pubDate>Tue, 24 Feb 2026 21:00:23 +0000</pubDate>
        <category>Alteryx One</category>
        <dc:creator>ramaparth</dc:creator>
        <guid isPermaLink="false">1432593@/discussions</guid>
        <description><![CDATA[<div><p>Hello! One of our teams would like to compare two excel files that are confidential and saved at their own end and not visible to anyone else in the company besides their own team. The results of the files comparison should be confidential as well. I was thinking of using Alteryx Gallery app and allowing the end user to choose the two files, have alteryx compare the files and have the end user save it at their end. Would the gallery app concept work?&nbsp; Does anyone have any other ideas as to how to implement this? Trying to brainstorm with the community.</p><p>Thanks!</p><p>Rama.</p></div>
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        </description>
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    <item>
        <title>yxmd file &gt; 100MB</title>
        <link>https://community.alteryx.com/discussion/1431071/yxmd-file-100mb</link>
        <pubDate>Tue, 10 Feb 2026 09:15:00 +0000</pubDate>
        <category>Alteryx One</category>
        <dc:creator>olimpio</dc:creator>
        <guid isPermaLink="false">1431071@/discussions</guid>
        <description><![CDATA[<div><p>I have an Alteryx workflow the size of which is &gt; 100MB, i need to get this size &lt; than 9MB</p></div>
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        </description>
    </item>
    <item>
        <title>Person Name Spilt to Rows</title>
        <link>https://community.alteryx.com/discussion/1430750/person-name-spilt-to-rows</link>
        <pubDate>Fri, 06 Feb 2026 10:26:31 +0000</pubDate>
        <category>Alteryx One</category>
        <dc:creator>DelData</dc:creator>
        <guid isPermaLink="false">1430750@/discussions</guid>
        <description><![CDATA[<div><p>Can you help&hellip;I have five rows of sample data where I need to spilt different people&rsquo;s names into sperate rows.</p><p>I get the names in a format that is not great and splitting them into separate rows is not easy.</p><p>As a guide customer names are in the following format&hellip;</p><p><strong>Surname, FirstName: Region Country</strong></p><p>...and customers are spilt by a comma, but commas are used to also spilt the surname and forename.</p><p>In the excel attached I show how I get the data in the before worksheet and show what I want in the After spreadsheet.</p><p>This fix needs a clever data manipulation trick that I do not have. Can you help?</p></div>
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        </description>
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    <item>
        <title>Columns shift</title>
        <link>https://community.alteryx.com/discussion/1428769/columns-shift</link>
        <pubDate>Fri, 16 Jan 2026 13:41:37 +0000</pubDate>
        <category>Alteryx One</category>
        <dc:creator>gitcode</dc:creator>
        <guid isPermaLink="false">1428769@/discussions</guid>
        <description><![CDATA[<div><p>I have used python tool to collate data from multiple files to process in the workflow. When I checked the output some columns have shifted to right in the excel output like below. I want to know how to rectify this. There are lot of records so I'm finding it difficult to come with some logic to do this.</p><table><tbody><tr><td>NAME</td><td>DATE</td><td>AMOUNT</td></tr><tr><td>A</td><td>16/1/2026</td><td>20</td></tr><tr><td>B</td><td>17/1/2027</td><td>30</td></tr><tr><td>C</td><td>18/1/2028</td><td>40</td></tr><tr><td>null()</td><td>D</td><td>19/1/2029</td></tr><tr><td>null()</td><td>E</td><td>19/1/2030</td></tr><tr><td>null()</td><td>F</td><td>19/1/2031</td></tr></tbody></table></div>
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        </description>
    </item>
    <item>
        <title>ELSEIF Function not working properly</title>
        <link>https://community.alteryx.com/discussion/1429510/elseif-function-not-working-properly</link>
        <pubDate>Fri, 23 Jan 2026 16:54:17 +0000</pubDate>
        <category>Alteryx One</category>
        <dc:creator>gfisch13</dc:creator>
        <guid isPermaLink="false">1429510@/discussions</guid>
        <description><![CDATA[<div><p>Hi all,</p><p>I've created the following function to further categorize my case status values, but my results are only showing the values OPEN or CLOSED.&nbsp; I'm unsure why this is.&nbsp; I thought the order was correct and the other closed values would be populated based on their placement in the function, but that hasn't been the case.&nbsp; Open to any suggestions.</p><p>Thanks!</p><p>George</p><p>IF Contains([Claim#], 'CLOSED') then "CLOSED"<br />ELSEIF Contains([Claim#], 'Closed') then "CLOSED"<br />ELSEIF Contains([Claim#], ' Settled') then "CLOSED-SETTLED"<br />ELSEIF Contains([Claim#], ' No Pay') then "CLOSED-NO PAY"<br />ELSEIF Contains([Claim#], ' Dismissed') then "CLOSED-CASE DISMISSED"<br />ELSEIF Contains([Claim#], ' Suit') then "CLOSED-NO SUIT FILED"<br />ELSE "OPEN" endif</p></div>
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        </description>
    </item>
    <item>
        <title>Extract Names and Emails From String</title>
        <link>https://community.alteryx.com/discussion/594773/extract-names-and-emails-from-string</link>
        <pubDate>Fri, 26 Jun 2020 17:47:36 +0000</pubDate>
        <category>Alteryx One</category>
        <dc:creator>Sidey1978</dc:creator>
        <guid isPermaLink="false">594773@/discussions</guid>
        <description><![CDATA[<div><p>Hi</p><p>I have a long list of unstructured data. In the first instance I need to extract the email addresses that are populated into a new column.</p><p>After using a text to column with Space as the delimiter I tried the following -&nbsp;IF Contains('@', [MAILING / BANKING INSTRUCTIONS1]) THEN [MAILING / BANKING INSTRUCTIONS1] ELSE "" ENDIF. But that didn't work...</p><p>Where an email is not contained I also need to extract the names from the list. Can anyone suggest the easiest way to achieve this?</p><p>I'd greatly appreciate any help that is out there!</p><p>Cheers</p></div>
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        </description>
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    <item>
        <title>Data rollover from previous month to current month</title>
        <link>https://community.alteryx.com/discussion/1428398/data-rollover-from-previous-month-to-current-month</link>
        <pubDate>Tue, 13 Jan 2026 09:53:27 +0000</pubDate>
        <category>Alteryx One</category>
        <dc:creator>Meghnagupta</dc:creator>
        <guid isPermaLink="false">1428398@/discussions</guid>
        <description><![CDATA[<div><p>Hey,</p><p>I have attached same excel. My requirement is I want data to be copied from "MTI Cumulative Current" to new column "MTI Cumulative Current Previous" when I run this next month/ quarter</p><p>Say, currently value in&nbsp;"MTI Cumulative Current" is "181892.4" so when I run this next month&nbsp;"MTI Cumulative Current" will have some other value e.g.: 1234567 but "MTI Cumulative Current Previous" should have "181892.4"</p><p>This need to be done for a lot of columns, in this i have given 2 columns only "MTI Cumulative Current" and "DivReinv Cum Current"</p><table><tbody><tr><td>Input</td><td>&nbsp;</td><td>&nbsp;</td><td>&nbsp;</td><td>&nbsp;</td><td>&nbsp;</td><td>&nbsp;</td><td>&nbsp;</td><td>&nbsp;</td></tr><tr><td>Fiscal Yr</td><td>Month</td><td>Date</td><td>Award Short</td><td>Dept at Reporting Month</td><td>MTI Cumulative Current</td><td>DivReinv Cum Current</td><td>&nbsp;</td><td>&nbsp;</td></tr><tr><td>2026</td><td>1</td><td>1/13/2026</td><td>PSU</td><td>10106</td><td>181892.4</td><td>85583.2</td><td>&nbsp;</td><td>&nbsp;</td></tr><tr><td>2026</td><td>1</td><td>1/13/2026</td><td>RSA</td><td>10106</td><td>158167.3</td><td>74420.18</td><td>&nbsp;</td><td>&nbsp;</td></tr><tr><td>2026</td><td>1</td><td>1/13/2026</td><td>PSU</td><td>10106</td><td>264380.5</td><td>47598.4</td><td>&nbsp;</td><td>&nbsp;</td></tr><tr><td>2026</td><td>1</td><td>1/13/2026</td><td>RSA</td><td>10106</td><td>251791</td><td>45331.81</td><td>&nbsp;</td><td>&nbsp;</td></tr><tr><td>2026</td><td>1</td><td>1/13/2026</td><td>PSU</td><td>10106</td><td>12469.77</td><td>9457.34</td><td>&nbsp;</td><td>&nbsp;</td></tr><tr><td>2026</td><td>1</td><td>1/13/2026</td><td>RSA</td><td>10106</td><td>12469.77</td><td>9457.34</td><td>&nbsp;</td><td>&nbsp;</td></tr><tr><td>2026</td><td>1</td><td>1/13/2026</td><td>RSA</td><td>10106</td><td>110367.7</td><td>51929.73</td><td>&nbsp;</td><td>&nbsp;</td></tr><tr><td>2026</td><td>1</td><td>1/13/2026</td><td>RSA</td><td>10106</td><td>127113.5</td><td>22885.19</td><td>&nbsp;</td><td>&nbsp;</td></tr><tr><td>2026</td><td>1</td><td>1/13/2026</td><td>RSA</td><td>10106</td><td>5381.33</td><td>4081.31</td><td>&nbsp;</td><td>&nbsp;</td></tr><tr><td>&nbsp;</td><td>&nbsp;</td><td>&nbsp;</td><td>&nbsp;</td><td>&nbsp;</td><td>&nbsp;</td><td>&nbsp;</td><td>&nbsp;</td><td>&nbsp;</td></tr><tr><td>&nbsp;</td><td>&nbsp;</td><td>&nbsp;</td><td>&nbsp;</td><td>&nbsp;</td><td>&nbsp;</td><td>&nbsp;</td><td>&nbsp;</td><td>&nbsp;</td></tr><tr><td>Required Output</td><td>&nbsp;</td><td>&nbsp;</td><td>&nbsp;</td><td>&nbsp;</td><td>&nbsp;</td><td>&nbsp;</td></tr><tr><td>&nbsp;</td><td>&nbsp;</td><td>&nbsp;</td><td>&nbsp;</td><td>&nbsp;</td><td>&nbsp;</td><td>&nbsp;</td><td>&nbsp;</td><td>&nbsp;</td></tr><tr><td>Fiscal Yr</td><td>Month</td><td>Date</td><td>Award Short</td><td>Dept at Reporting Month</td><td>MTI Cumulative Current</td><td>MTI Cumulative Previous</td><td>DivReinv Cum Current</td><td>DivReinv Cum Previous</td></tr><tr><td>2026</td><td>1</td><td>1/13/2026</td><td>PSU</td><td>10106</td><td>123456</td><td>181892.4</td><td>345354</td><td>85583.2</td></tr><tr><td>2026</td><td>1</td><td>1/13/2026</td><td>RSA</td><td>10106</td><td>876876</td><td>158167.3</td><td>5765757</td><td>74420.18</td></tr><tr><td>2026</td><td>1</td><td>1/13/2026</td><td>PSU</td><td>10106</td><td>798876</td><td>264380.5</td><td>79879</td><td>47598.4</td></tr><tr><td>2026</td><td>1</td><td>1/13/2026</td><td>RSA</td><td>10106</td><td>4453</td><td>251791</td><td>5765765</td><td>45331.81</td></tr><tr><td>2026</td><td>1</td><td>1/13/2026</td><td>PSU</td><td>10106</td><td>65765</td><td>12469.77</td><td>7676</td><td>9457.34</td></tr><tr><td>2026</td><td>1</td><td>1/13/2026</td><td>RSA</td><td>10106</td><td>656754</td><td>12469.77</td><td>32432</td><td>9457.34</td></tr><tr><td>2026</td><td>1</td><td>1/13/2026</td><td>RSA</td><td>10106</td><td>32432</td><td>110367.7</td><td>4654</td><td>51929.73</td></tr><tr><td>2026</td><td>1</td><td>1/13/2026</td><td>RSA</td><td>10106</td><td>5757</td><td>127113.5</td><td>4345345</td><td>22885.19</td></tr><tr><td>2026</td><td>1</td><td>1/13/2026</td><td>RSA</td><td>10106</td><td>576575</td><td>5381.33</td><td>97987</td><td>4081.31</td></tr></tbody></table><p>Can someone help me do this?</p></div>
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        </description>
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    <item>
        <title>Fuzzy Matching</title>
        <link>https://community.alteryx.com/discussion/1427938/fuzzy-matching</link>
        <pubDate>Wed, 07 Jan 2026 16:15:41 +0000</pubDate>
        <category>Alteryx One</category>
        <dc:creator>mfranchino</dc:creator>
        <guid isPermaLink="false">1427938@/discussions</guid>
        <description><![CDATA[<div><p>Hello - I am having an issue with Fuzzy Match.&nbsp;<br /><br />I have a data source that looks like:<br /><br /></p><table border="1"><tbody><tr><td>NAME</td><td>ADDRESS</td><td>NUMBER</td></tr><tr><td>AMBERFLORENCE</td><td>123 EXAMPLE</td><td>1234</td></tr><tr><td>TOM BRADY</td><td>456 EXAMPLE</td><td>4567</td></tr><tr><td>MIKE TROUT</td><td>789 EXAMPLE</td><td>7890</td></tr></tbody></table><p>And I have a list of Names that I want to Fuzzy Match for in NAME. For Example, my text looks like<br /><br /></p><table border="1"><tbody><tr><td>Name</td></tr><tr><td>T Brady</td></tr><tr><td>Florence</td></tr></tbody></table><p>I have the second table as a Text input in my Alteryx flow. I want to Fuzzy Match for the second table values in the first table. Please not my actual data set is much larger, I am just using this as an example.&nbsp;<br /><br />Thanks for the help!</p></div>
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        <title>Batch macro required for searching value</title>
        <link>https://community.alteryx.com/discussion/1426425/batch-macro-required-for-searching-value</link>
        <pubDate>Tue, 16 Dec 2025 10:47:30 +0000</pubDate>
        <category>Alteryx One</category>
        <dc:creator>Meghnagupta</dc:creator>
        <guid isPermaLink="false">1426425@/discussions</guid>
        <description><![CDATA[<div><p>Hi,</p><p>I have a file name Detail data.xlsx from which I have to pick 'Dep of reptg mnth' column and search that in</p><p>hierarchy.xlsx file when I get that 'Dep of reptg mnth' in that column, I have to search vertically in data till P001 according to our 3rd file which is SBU file.</p><p>What ever SBU ID we have in this file according to hierarchy file we have pick it's SBU name&nbsp;</p><p>How can we do this?</p><p>Example</p><p>I pick '91205' from Detail data file</p><p>then i will search that in hierarchy file</p><p>in hierarchy file you will see 5 hierarchy ID (Column B to columnF), we have to check all the 5 ID till P001 in SBU file</p><p>so, we will see '43334' in SBU file attached then we have to pick SBU Name in front of that, like in this case it's 'OO'</p><p>Can someone help me create this macro?</p><p>I have attached files for the same&nbsp;</p></div>
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    <item>
        <title>Unique Values</title>
        <link>https://community.alteryx.com/discussion/1425165/unique-values</link>
        <pubDate>Sun, 07 Dec 2025 10:55:49 +0000</pubDate>
        <category>Alteryx One</category>
        <dc:creator>sneha_bhiwagade1</dc:creator>
        <guid isPermaLink="false">1425165@/discussions</guid>
        <description><![CDATA[<div><p>Hi Team,</p><p>I hope you are doing well :)</p><p>I have a below table</p><table><tbody><tr><td>Category</td><td>Codes</td><td>Dept Code</td><td>Roll no</td><td>Previos month</td><td>Amount</td><td>Code + Dept Code</td></tr><tr><td>STD</td><td>ABCD</td><td>CA</td><td>12</td><td>&nbsp;</td><td>-183.14</td><td>ABCD CA</td></tr><tr><td>STD</td><td>ABCD</td><td>CA</td><td>12</td><td>&nbsp;</td><td>-183.13</td><td>ABCD CA</td></tr><tr><td>STD</td><td>PQRS</td><td>HR</td><td>13</td><td>&nbsp;</td><td>183.14</td><td>PQRS HR</td></tr><tr><td>STD</td><td>PQRS</td><td>HR</td><td>14</td><td>Dec-Jan-Feb'25</td><td>185.13</td><td>PQRS HR</td></tr><tr><td>STD</td><td>WXYZ</td><td>CA</td><td>13</td><td>Dec-Jan-Feb'25</td><td>-194648.44</td><td>WXYZ CA</td></tr><tr><td>STD</td><td>WXYZ</td><td>CA</td><td>13</td><td>Dec-Jan-Feb'25</td><td>194648.44</td><td>WXYZ CA</td></tr></tbody></table><p>where i have concatenate a column based on field Codes and Dept code and called the new column as Codes + dept Code</p><p>Now for each unique values for column&nbsp; Codes + Dept Code i have to test whether previous month column value is blank or zero and if it is blank or zero i have to check another Codes + Dept Code unique value.&nbsp;</p><p>for other than blank or zero values in previous month column i have to check the maximum value in amount column and populate that records into output file.</p><p>Many Thanks in advance!!</p></div>
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        <title>Equal allocation of excel records across employees</title>
        <link>https://community.alteryx.com/discussion/1423727/equal-allocation-of-excel-records-across-employees</link>
        <pubDate>Thu, 27 Nov 2025 12:34:06 +0000</pubDate>
        <category>Alteryx One</category>
        <dc:creator>AbhijeetChib</dc:creator>
        <guid isPermaLink="false">1423727@/discussions</guid>
        <description><![CDATA[<div><p>Hi! I have 2 files&nbsp;</p><p>First file is with data which is paired in "Data groups" as shown in table below.&nbsp;</p><p>Second file has list of resources who need to allocated to these data records but we need to ensure that every "Data Pair ID" has 1 resource name allocated and the total number of records should be allocated equally across the employees.&nbsp;</p><p>Also the number of employees can be dynamic, for example in this list there are 5 employees, sometimes it can be 4 or 3 as well.&nbsp;</p><p>Will most definitely appreciate any suggestions.&nbsp;</p><table><tbody><tr><td>Data Pair ID</td></tr><tr><td>471782</td></tr><tr><td>471782</td></tr><tr><td>471724</td></tr><tr><td><p>471724</p></td></tr><tr><td>471668</td></tr><tr><td>471668</td></tr><tr><td>471596</td></tr><tr><td>471596</td></tr><tr><td>471551</td></tr><tr><td>471551</td></tr><tr><td>471788</td></tr><tr><td>471788</td></tr><tr><td>471571</td></tr><tr><td>471571</td></tr><tr><td>471563</td></tr><tr><td>471563</td></tr><tr><td>471554</td></tr><tr><td>471554</td></tr><tr><td>471649</td></tr><tr><td>471649</td></tr><tr><td>471569</td></tr><tr><td>471569</td></tr><tr><td>471580</td></tr><tr><td>471580</td></tr><tr><td>471568</td></tr><tr><td>471568</td></tr><tr><td>471573</td></tr><tr><td>471573</td></tr><tr><td>471566</td></tr><tr><td>471566</td></tr><tr><td>471567</td></tr><tr><td>471567</td></tr><tr><td>471575</td></tr><tr><td>471575</td></tr><tr><td>471576</td></tr><tr><td>471576</td></tr><tr><td>471595</td></tr><tr><td>471595</td></tr><tr><td>471799</td></tr><tr><td>471799</td></tr><tr><td>471581</td></tr><tr><td>471581</td></tr><tr><td>471525</td></tr><tr><td>471525</td></tr><tr><td>471536</td></tr><tr><td>471536</td></tr><tr><td>471531</td></tr><tr><td>471531</td></tr><tr><td>471532</td></tr><tr><td>471532</td></tr><tr><td>471537</td></tr><tr><td>471537</td></tr><tr><td>471543</td></tr><tr><td>471543</td></tr><tr><td>471542</td></tr><tr><td>471542</td></tr><tr><td>471544</td></tr><tr><td>471544</td></tr><tr><td>471796</td></tr><tr><td>471796</td></tr><tr><td>471661</td></tr><tr><td>471661</td></tr><tr><td>471620</td></tr><tr><td>471620</td></tr><tr><td>471538</td></tr><tr><td>471538</td></tr><tr><td>471553</td></tr><tr><td>471553</td></tr><tr><td>471602</td></tr><tr><td>471602</td></tr><tr><td>471604</td></tr><tr><td>471604</td></tr><tr><td>471601</td></tr><tr><td>471601</td></tr><tr><td>471600</td></tr><tr><td>471600</td></tr><tr><td>471603</td></tr><tr><td>471603</td></tr></tbody></table><p>Here is the resource list&nbsp;</p><table><tbody><tr><td>Primary Resource</td></tr><tr><td>Sam</td></tr><tr><td>Sandi</td></tr><tr><td>Zeesh</td></tr><tr><td>Sud</td></tr><tr><td>Baba</td></tr></tbody></table></div>
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        <title>Create a hierarchical OKR data set</title>
        <link>https://community.alteryx.com/discussion/1422416/create-a-hierarchical-okr-data-set</link>
        <pubDate>Mon, 17 Nov 2025 10:45:03 +0000</pubDate>
        <category>Alteryx One</category>
        <dc:creator>SouravKayal</dc:creator>
        <guid isPermaLink="false">1422416@/discussions</guid>
        <description><![CDATA[<div><p>I have a data set as follows</p><table><tbody><tr><td>Objective ID</td><td>Objective Name</td><td>Objective Start</td><td>Objective Finish</td><td>Key Result ID</td><td>Key Result Name</td><td>Key Result Start Date</td><td>Key Result Finish Date</td><td>Task Name</td><td>Task Finish</td><td>Inv Flag</td><td>Issue Name</td><td>Issue Resolution Date</td><td>Risk Name</td><td>Risk Resolution Date</td></tr><tr><td>OB02</td><td>OBJ 02</td><td>13-06-2024</td><td>31-12-2026</td><td>KR4</td><td>Test 1</td><td>13-06-2024</td><td>13-06-2024</td><td>Task 1</td><td>30-09-2024</td><td>KD</td><td>(blank)</td><td>(blank)</td><td>(blank)</td><td>(blank)</td></tr><tr><td>OB02</td><td>OBJ 02</td><td>13-06-2024</td><td>31-12-2026</td><td>KR4</td><td>Test 1</td><td>13-06-2024</td><td>13-06-2024</td><td>Task 2</td><td>31-12-2026</td><td>KD</td><td>(blank)</td><td>(blank)</td><td>RSK1</td><td>30-11-2025</td></tr><tr><td>OB02</td><td>OBJ 02</td><td>13-06-2024</td><td>31-12-2026</td><td>KR4</td><td>Test 1</td><td>13-06-2024</td><td>13-06-2024</td><td>Task 3</td><td>31-12-2026</td><td>KD</td><td>Iss01</td><td>30-06-2026</td><td>RSK1</td><td>30-11-2025</td></tr><tr><td>OB02</td><td>OBJ 02</td><td>13-06-2024</td><td>31-12-2026</td><td>KR4</td><td>Test 1</td><td>13-06-2024</td><td>13-06-2024</td><td>Task 5</td><td>30-09-2021</td><td>KD</td><td>(blank)</td><td>(blank)</td><td>(blank)</td><td>(blank)</td></tr><tr><td>OB02</td><td>OBJ 02</td><td>13-06-2024</td><td>31-12-2026</td><td>KR5</td><td>Test 2</td><td>13-06-2024</td><td>13-06-2024</td><td>Task 1</td><td>31-12-2026</td><td>KD</td><td>(blank)</td><td>(blank)</td><td>(blank)</td><td>(blank)</td></tr><tr><td>OB02</td><td>OBJ 02</td><td>13-06-2024</td><td>31-12-2026</td><td>KR6</td><td>Test 3</td><td>13-06-2024</td><td>13-06-2024</td><td>Task 2</td><td>01-01-2025</td><td>KD</td><td>(blank)</td><td>(blank)</td><td>(blank)</td><td>(blank)</td></tr><tr><td>OB02</td><td>OBJ 02</td><td>13-06-2024</td><td>31-12-2026</td><td>KR7</td><td>Test 4</td><td>13-06-2024</td><td>13-06-2024</td><td>Task 1</td><td>31-12-2026</td><td>KD</td><td>(blank)</td><td>(blank)</td><td>(blank)</td><td>(blank)</td></tr><tr><td>OB02</td><td>OBJ 02</td><td>13-06-2024</td><td>31-12-2026</td><td>KR8</td><td>Test 5</td><td>07-04-2025</td><td>07-04-2025</td><td>Task 10</td><td>30-11-2027</td><td>KD</td><td>(blank)</td><td>(blank)</td><td>(blank)</td><td>(blank)</td></tr><tr><td>OB02</td><td>OBJ 02</td><td>13-06-2024</td><td>31-12-2026</td><td>KR9</td><td>Test 6</td><td>07-04-2025</td><td>07-04-2025</td><td>Task 1</td><td>31-12-2026</td><td>KD</td><td>(blank)</td><td>(blank)</td><td>(blank)</td><td>(blank)</td></tr><tr><td>OB02</td><td>OBJ 02</td><td>13-06-2024</td><td>31-12-2026</td><td>KR9</td><td>Test 6</td><td>07-04-2025</td><td>07-04-2025</td><td>Task 2</td><td>31-12-2026</td><td>KD</td><td>(blank)</td><td>(blank)</td><td>RSK2</td><td>30-11-2025</td></tr></tbody></table><p>I want to create a data structure to set up a hierarchy in a pivot table based on parent child</p><p>OBJ - highest, then KR , then Task then risk issues but a unique hierrachy</p><p>What I want is something like this :</p><table><tbody><tr><td>Type</td><td>Name</td><td>Start Date</td><td>End Date</td></tr><tr><td>Flag</td><td>KD</td><td>-</td><td>&nbsp;</td></tr><tr><td>OBJ</td><td>OBJ 02</td><td>13-06-2024</td><td>31-12-2026</td></tr><tr><td>KR</td><td>Test 1</td><td>13-06-2024</td><td>13-06-2024</td></tr><tr><td>MS</td><td>Task 1</td><td>-</td><td>30-09-2024</td></tr><tr><td>RI</td><td>Risk Name</td><td>-</td><td>&nbsp;</td></tr><tr><td>Is</td><td>Issue Name</td><td>-</td><td>&nbsp;</td></tr><tr><td>MS</td><td>Task 2</td><td>&nbsp;</td><td>31-12-2026</td></tr><tr><td>RI</td><td>RSK1</td><td>&nbsp;</td><td>30-11-2025</td></tr><tr><td>Is</td><td>ISS01</td><td>&nbsp;</td><td>30-06-2026</td></tr></tbody></table><p>THe dates should be summarised as start and end with end dates only for risk and issues</p><p>If the KR is repeated for multiple tasks and tasks linked to risk and issues I should see the KR only once and the related task only once as above</p></div>
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        <title>Allocation for employees</title>
        <link>https://community.alteryx.com/discussion/1228590/allocation-for-employees</link>
        <pubDate>Fri, 12 Jan 2024 06:11:34 +0000</pubDate>
        <category>Alteryx One</category>
        <dc:creator>AbhijeetChib</dc:creator>
        <guid isPermaLink="false">1228590@/discussions</guid>
        <description><![CDATA[<div><p>I have the below data set where <span style="color: #FF6600;"><strong>"Duplicate Groups" are in pairs</strong></span> are evenly distributed across primary resources. I need an output where one pair of duplicate group is mapped to only one Primary resource.&nbsp;</p><table><tbody><tr><td>Duplicate_Group</td><td>Primary Resource</td></tr><tr><td>207964</td><td>Monty</td></tr><tr><td>207964</td><td>Sam</td></tr><tr><td>207965</td><td>Shawn</td></tr><tr><td>207965</td><td>Kam</td></tr><tr><td>207966</td><td>Monty</td></tr><tr><td>207966</td><td>Sam</td></tr><tr><td>207967</td><td>Shawn</td></tr><tr><td>207967</td><td>Kam</td></tr><tr><td>207968</td><td>Monty</td></tr><tr><td>207968</td><td>Sam</td></tr><tr><td>207970</td><td>Kam</td></tr><tr><td>207970</td><td>Shawn</td></tr><tr><td>207971</td><td>Monty</td></tr><tr><td>207971</td><td>Sam</td></tr><tr><td>207972</td><td>Shawn</td></tr><tr><td>207972</td><td>Kam</td></tr><tr><td>207973</td><td>Monty</td></tr><tr><td>207973</td><td>Sam</td></tr><tr><td>207974</td><td>Shawn</td></tr><tr><td>207974</td><td>Kam</td></tr><tr><td>207975</td><td>Monty</td></tr><tr><td>207975</td><td>Sam</td></tr><tr><td>207976</td><td>Shawn</td></tr><tr><td>207976</td><td>Kam</td></tr><tr><td>207977</td><td>Monty</td></tr><tr><td>207977</td><td>Sam</td></tr><tr><td>207978</td><td>Shawn</td></tr><tr><td>207978</td><td>Kam</td></tr><tr><td>207979</td><td>Monty</td></tr><tr><td>207979</td><td>Sam</td></tr><tr><td>207980</td><td>Shawn</td></tr><tr><td>207980</td><td>Kam</td></tr><tr><td>207981</td><td>Monty</td></tr><tr><td>207981</td><td>Sam</td></tr><tr><td>207982</td><td>Shawn</td></tr><tr><td>207982</td><td>Kam</td></tr><tr><td>207983</td><td>Monty</td></tr><tr><td>207983</td><td>Sam</td></tr><tr><td>207984</td><td>Shawn</td></tr><tr><td>207984</td><td>Kam</td></tr><tr><td>207985</td><td>Monty</td></tr><tr><td>207985</td><td>Sam</td></tr><tr><td>207986</td><td>Shawn</td></tr><tr><td>207986</td><td>Kam</td></tr><tr><td>207987</td><td>Monty</td></tr><tr><td>207987</td><td>Sam</td></tr><tr><td>207988</td><td>Shawn</td></tr><tr><td>207988</td><td>Kam</td></tr><tr><td>207989</td><td>Sam</td></tr><tr><td>207989</td><td>Monty</td></tr><tr><td>207990</td><td>Shawn</td></tr><tr><td>207990</td><td>Kam</td></tr><tr><td>207991</td><td>Monty</td></tr><tr><td>207991</td><td>Sam</td></tr><tr><td>207992</td><td>Shawn</td></tr><tr><td>207992</td><td>Kam</td></tr><tr><td>207993</td><td>Monty</td></tr><tr><td>207993</td><td>Sam</td></tr><tr><td>207994</td><td>Shawn</td></tr><tr><td>207994</td><td>Kam</td></tr><tr><td>207995</td><td>Monty</td></tr><tr><td>207995</td><td>Sam</td></tr><tr><td>207996</td><td>Shawn</td></tr><tr><td>207996</td><td>Kam</td></tr><tr><td>207997</td><td>Monty</td></tr><tr><td>207997</td><td>Sam</td></tr><tr><td>207998</td><td>Shawn</td></tr><tr><td>207998</td><td>Kam</td></tr><tr><td>207999</td><td>Sam</td></tr><tr><td>207999</td><td>Monty</td></tr><tr><td>208000</td><td>Shawn</td></tr><tr><td>208000</td><td>Kam</td></tr><tr><td>208001</td><td>Monty</td></tr><tr><td>208001</td><td>Sam</td></tr><tr><td>208002</td><td>Shawn</td></tr><tr><td>208002</td><td>Kam</td></tr><tr><td>208003</td><td>Sam</td></tr><tr><td>208003</td><td>Monty</td></tr><tr><td>208004</td><td>Shawn</td></tr><tr><td>208004</td><td>Kam</td></tr></tbody></table><p>In the above data set, the allocation for all 4 resources is equally distributed.&nbsp;</p><table><tbody><tr><td>Primary Assigned</td><td>Count</td></tr><tr><td>Sam</td><td>20</td></tr><tr><td>Kam</td><td>20</td></tr><tr><td>Shawn</td><td>20</td></tr><tr><td>Monty</td><td>20</td></tr></tbody></table><p>However, if you see their Duplicate groups are different. For example in the below data set 207964 has Monty and Sam both. I need to either make it Sam or Monty.</p><table><tbody><tr><td>207964</td><td>Monty</td></tr><tr><td>207964</td><td>Sam</td></tr></tbody></table><p>Expected Output</p><table><tbody><tr><td>Duplicate_Group</td><td>Primary Resource</td><td>&nbsp;</td></tr><tr><td>207964</td><td>Monty</td><td>Monty</td></tr><tr><td>207964</td><td>Sam</td><td>Monty</td></tr><tr><td>207965</td><td>Shawn</td><td>Shawn</td></tr><tr><td>207965</td><td>Kam</td><td>Shawn</td></tr><tr><td>207966</td><td>Monty</td><td>Sam</td></tr><tr><td>207966</td><td>Sam</td><td>Sam</td></tr><tr><td>207967</td><td>Shawn</td><td>Kam</td></tr><tr><td>207967</td><td>Kam</td><td>Kam</td></tr></tbody></table><p>Every pair of duplicate group needs to be mapped to any one resource, but the total allocation numbers needs to remain the same.&nbsp;</p></div>
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