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SOLVED

Categeraing data based on word or name

NiranjanK1
8 - Asteroid

 

Hi All,

 

How to categorize the data based on word, I want to make my data as below format could you. Please suggest how to format data as shown below.

 

FieldDataExpectedOutputFieldDataTempId          
 Announcement Sequence Code: AB22   Announcement Sequence Code: AB22 0          
Announcement TypeTest Announcement TypeTest0  Announcement TypeEx-DateEntry DatePayment DateRecord DateSubject to ApprovalDeclaration DateClose of Business/Dividend Declaration Code
Ex-DateTest Ex-DateTest0  Announcement Sequence Code: AB22TestTestTestTestTestTest  
Entry DateTest Entry DateTest0  Revision to Announcement: AB22Test1Test1Test1Test1Test1Test1Test1Test1
Payment DateTest Payment DateTest0  Announcement Sequence Code: AC22Test2Test2Test2Test2Test2Test2Test2 
Record DateTest Record DateTest0  Announcement Sequence Code: AD22Test3Test3Test3Test3Test3Test3Test3Test3
Subject to ApprovalTest Subject to ApprovalTest0          
 Revision to Announcement: AB22   Revision to Announcement: AB22 1          
Announcement TypeTest Announcement TypeTest11          
Ex-DateTest Ex-DateTest11          
Entry DateTest Entry DateTest11          
Payment DateTest Payment DateTest11          
Record DateTest Record DateTest11          
Declaration DateTest Declaration DateTest11          
Close of Business/Dividend Declaration CodeTest Close of Business/Dividend Declaration CodeTest11          
Subject to ApprovalTest Subject to ApprovalTest11          
 Announcement Sequence Code: AC22   Announcement Sequence Code: AC22 2          
Announcement TypeTest Announcement TypeTest22          
Ex-DateTest Ex-DateTest22          
Entry DateTest Entry DateTest22          
Payment DateTest Payment DateTest22          
Record DateTest Record DateTest22          
Declaration DateTest Declaration DateTest22          
Subject to ApprovalTest Subject to ApprovalTest22          
 Announcement Sequence Code: AD22   Announcement Sequence Code: AD22 3          
Announcement TypeTest Announcement TypeTest33          
Ex-DateTest Ex-DateTest33          
Entry DateTest Entry DateTest33          
Payment DateTest Payment DateTest33          
Record DateTest Record DateTest33          
Declaration DateTest Declaration DateTest33          
Close of Business/Dividend Declaration CodeTest Close of Business/Dividend Declaration CodeTest33          
Subject to ApprovalTest Subject to ApprovalTest33          

 

NiranjanK1_0-1672662879297.png

 

Thanks & Regards,

Niranjan

 

 

11 REPLIES 11
ShankerV
17 - Castor

 @NiranjanK1 

 

Happy new year!!!!

 

Please find the below expected solution.

 

ShankerV_0-1672664608203.png

 

 

ShankerV_1-1672664398241.png

 

 

Note: The workflow used to achieve the solution is attached which can be downloaded to see how the solution works.

 

If you believe your problem has been resolved. Please mark helpful answers as a solution so that future users with the same problem can find them more easily!!!!

 

Many thanks

Shanker V

NiranjanK1
8 - Asteroid

@ShankerV Thanks for your reply in actaul data i have some data gaps also in that case how can i categeraze data. please find the below actual data for your reference. Please suggest 

 

FieldData
 Revision to Announcement: AA22 
Announcement Typechange announcement
Ex-Date15 Mar 2022
Entry Date12 Aug 2022
Payment Date31 Mar 2022
Record Date16 Mar 2022
Declaration Date10 Feb 2022
Due-Bill-On Date 
Due-Bill-Off Date 
UIT Preliminary/Final AnnouncementDoes not apply
Close of Business/Dividend Declaration CodeDoes not apply
Subject to ApprovalDoes not apply
 Revision to Announcement: AC22 
Announcement Typechange announcement
Ex-Date13 Sep 2022
Entry Date12 Aug 2022
Payment Date29 Sep 2022
Record Date14 Sep 2022
Declaration Date11 Aug 2022
Due-Bill-On Date 
Due-Bill-Off Date 
UIT Preliminary/Final AnnouncementDoes not apply
Close of Business/Dividend Declaration CodeDoes not apply
Subject to ApprovalDoes not apply
 Announcement Sequence Code: AD22 
Announcement Typechange announcement
Ex-Date29 Nov 2022
Entry Date10 Nov 2022
Payment Date30 Dec 2022
Record Date30 Nov 2022
Declaration Date10 Nov 2022
Due-Bill-On Date 
Due-Bill-Off Date 
UIT Preliminary/Final AnnouncementDoes not apply
Close of Business/Dividend Declaration CodeDoes not apply
Subject to ApprovalDoes not apply
 Announcement Sequence Code: AE22 
Announcement Typechange announcement
Ex-Date12 Dec 2022
Entry Date24 Nov 2022
Payment Date9 Dec 2022
Record Date2 Dec 2022
Declaration Date22 Nov 2022
Due-Bill-On Date2 Dec 2022
Due-Bill-Off Date13 Dec 2022
UIT Preliminary/Final AnnouncementDoes not apply
Close of Business/Dividend Declaration CodeDoes not apply
Subject to ApprovalDoes not apply
Supplemental Information forchange announcement
Equivalent Cash Rate0
Ratio of No. Shares Received for Each Share Held for 1st Issue0.25
CUSIP of 1st Issue Distributed 
Additional Distribution Indicator 
ADR/ORD Basis of Issuance 
ShankerV
17 - Castor

Hi @NiranjanK1 

 

Its possible, where you need to eliminate 3 rows which is not needed.

Step 1: Use formula tool to mark True or False as condition

Step 2: Use filter tool to eliminate the rows

 

You will get your output.

 

Many thanks

Shanker V

ShankerV
17 - Castor

Hi @NiranjanK1 

 

I have now tried with Find and Replace tool as you might have any more columns which will pop up.

You can use Find and Replace tool also.

 

Let me know if you need the solution to be build for the same.

 

Many thanks

Shanker V

ShankerV
17 - Castor

Hi @NiranjanK1 

 

I hope you are expecting the below output.

Made multiple amendments in the workflow as the new dataset shared was completely new from the sample dataset shared.

I made sure the sequence is also not changed.

 

ShankerV_0-1672676378061.png

 

Simplified workflow:

ShankerV_1-1672676395186.png

 

Input used:

ShankerV_2-1672676447268.png

 

Note: The workflow used to achieve the solution is attached which can be downloaded to see how the solution works.

 

If you believe your problem has been resolved. Please mark helpful answers as a solution so that future users with the same problem can find them more easily!!!!

 

Many thanks

Shanker V

 

 

 

 

ShankerV
17 - Castor

Hi @NiranjanK1 

 

I found many data irrelevant, hence used Find and Replace tool to get the output.

Can use formula tool also but my condition was very big, but still we can use Formula tool based on your.

 

ShankerV_0-1672676705963.png

 

Let me know if it works for you. If else please reach out to community, with your questions.

 

NiranjanK1
8 - Asteroid

@ShankerV Could you please help me, im trying to understanding the above logic how you did using find replace and filtertoo. if possible help me how to build with below logic. It is help me to imporove my tool knowledge. 

 

Its possible, where you need to eliminate 3 rows which is not needed.

Step 1: Use formula tool to mark True or False as condition

Step 2: Use filter tool to eliminate the rows

 

 

Regards,

Niranjan

ShankerV
17 - Castor

Hi @NiranjanK1 

 

Sure, happy to help/explain.

 

1. If I need to use Formula tool, then I would have used the below formula

IF contains([Field], "Revision to Announcement:" or contains([Field],"Ex-Date" and typed all the possible which will occur

then "T"

else null()

endif

 

This will create a new column with T

ShankerV_0-1672681365662.png

 

Then I am using the filter tool to eliminate all the [Null] and getting the desired input to use in the workflow.

 

ShankerV_1-1672681420355.png

 

2. As I felt why I need to type huge formula, I applied the Find and Replace tool.

Where I used the fields which need to be considered for processing. In future if you need to any new field for processing, you can just add or remove.

 

Then those are marked as T and the same Filter is applied.

 

ShankerV_2-1672681480550.png

 

Hope this helps!!! If you need more information, feel free to ask in the community. Happy to help!!!

 

Many thanks

Shanker V

 

 

 

NiranjanK1
8 - Asteroid

@ShankerV I want to move all the data to the flow, i need all the data including blanks to the output, Please suggest me the best way to get the output with full data.

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