Hi - I wanted to create an analytic app that let user input multiple criteria for Filter tool.
Particularly, I do not want included Contracts that contain phrases: "DO NOT USE", "POTENTIAL", "2015 Progressive", "PROP CAT", "Unidentified Growth".
I know that in Custom filter this would look like this:
!Contains([Contract Name], "DO NOT USE")
AND
!Contains([Contract Name], "POTENTIAL")
AND
!Contains([Contract Name], "2015 Progressive")
AND
!Contains([Contract Name], "PROP CAT")
AND
!Contains([Contract Name], "Unidentified Growth")
I know that adding a List Box tool and letting user check/uncheck box for each contract is an option. However, this is very manual and considering that there are multiple thousands of contracts in the list seems tedious and impossible do go through the whole list.
Is there an option to just let user list criteria that will write custom filter and exclude contracts based on that criteria?
I know using a Text Box and Action tools will let user enter single criteria, but am having trouble setting this up for multiple criteria.
Please find attached input excel file as well as Alteryx analytic app.
What is the source for the list of contracts? If its sitting in a DB you can query the table in the DB to get a unique list. You can also use the source file to arrive at a unique list.
Could you use [Contract Name] NOT IN ("DO NOT USE") and use the List Box option to generate a custom list and replace that specific string?
Unfortunately, querying from the database is not an option since I only receive the data dump excel file.
List Box would be too long considering there are multiple thousands of contracts. Hence I am trying to see if it would be possible for user to write Custom Filter criteria himself.
Yes, you could have them type it out in a Text Box tool and make sure they structure it properly so that it inserts into the Formula I provided correctly.
If you have an idea instead of what you think you would want the user to be able to do, please share it with us!
User should filter on these criteria:
!Contains([Contract Name], "DO NOT USE")
AND
!Contains([Contract Name], "POTENTIAL")
AND
!Contains([Contract Name], "2015 Progressive")
AND
!Contains([Contract Name], "PROP CAT")
AND
!Contains([Contract Name], "Unidentified Growth")
I am just not sure how to set it up into the Text Box tool.