Combining rows if criteria is met

[ew87]

I'm trying to create a new column that combines data from multiple columns & rows if certain criteria is met. I can't seem to accomplish what I need to do using the multi-row formula, although admittedly I'm still new to that function within Alteryx.

Here is a table of example data. The header represents the column names.

Project #	Project Name	Status	Details	Value
15	Project A	Late	Missing contractor	1.2
15	Project A	Delayed	Pick RFP winner	1.2
16	Project B	On target	N/A	.8

If the project number matches the project number in the row after it, I want to combine the columns & strings from Status & Details. If the project number doesn't match the project number in the row after it, I just want it to combine the columns within that row for Status & Details. Ideally the output would look like this:

Project #	Project Name	New Field	Value
15	Project A	Late: Missing contractor Delayed: Pick RFP winner	1.2
16	Project B	On target: N/A	.8

I'm not sure if this is not possible or just far exceeds my Alteryx knowledge. Any help would be appreciated!!

[Thableaus · Accepted solution]

Hi @ew87 

Would this work?

- Formula Tool to concatenate fields with ":" delimiter

- Summarize tool grouping by every field except the Status + Details field, which I concatenate with \n separator (new line)

WF attached.

Cheers,

[BenMoss · Accepted solution]

Hey; 

Yes this is possible in a few ways; I have used a formula tool, multi-row formula tool and summerize tool to achieve this.

In a situation where there are three rows in-a-row, with the same project # I have assumed that you still want to merge these into a single cell too.

Example attached.

Ben

[BenMoss]

My solution is pretty similar to that of @Thableaus though the solution I have provided will only group those with the same project #s and that are in the adjacent rows (Y) not sure if that is important or not

[ew87]

@Thableaus @BenMoss both of these solutions worked beautifully. Ben - appreciate the additional guidance on how yours differs. Helped me better understand the multi-row formula AND additional functions of Summarize. Really appreciate it!