Adding new column

[mkierepka]

Hello - I am very new to Alteryx and stated creating my first workflow.   My question is what do I need to do in order to creat a new column and some specific values in it.  For example.  My existing column lists 5 different types (client, golf, tradeshow, training, learning).  In my new column I want to group the different types under two categories only.  So client, golf, tradehow=external and training, learning = internal.  I am stuck on what operation to perfom here. I appreciate your assistance.

[DataNath · Accepted solution]

Hey @mkierepka in this case, you'd want to create your new field using the Formula tool, with something along these lines as the expression:

IF [Type] IN ('Client', 'Golf', 'Tradeshow') THEN 'External' ELSE 'Internal' ENDIF

The if statement checks whether or not the Type = client, golf or tradeshow. If it is, it assigns that record to External and if not, Internal. If you need any further help or have any other questions please just shout!

[DavidSkaife · Accepted solution]

Hi @mkierepka 

Two ways of doing this. One via a mapping and append, the other by a formula. I've attached the workflow with examples of both.

[mkierepka · Accepted solution]

Thank you so much.  This is so helpful!

[mkierepka]

Thank you so much. 

[mkierepka]

May I please bother you with one more question.  What would you suggest I do in this case: if cell is blank use value from another cell in alteryx.

for example

Column A is blank or null and I want to carry over data from Column B.  If a case when column A has data already, I want to keep column A in tact?

[DavidSkaife]

Hi @mkierepka 

This formula will work, if you adjust for your columns:

IF isnull([Column A]) or isempty([Column A])
THEN [Column B]
ELSE [Column A]
ENDIF

[mkierepka]

Thank you David. so I had this formula but it is givine me an error message

[DavidSkaife]

Hi @mkierepka 

Double check that the field names you're referencing are correct, and that the fields are null (not just empty). If they're empty you'll need to include the 'or isempty([Fieldname])' clause of the formula as well.

If it's still giving you the error are you able to share the workflow so i can take a closer look?

[mkierepka]

I figured it out.  Thank you for all your help!