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Confirm an Account is with an Account Range

julwrigh
6 - Meteoroid

Hi, I have 2 data sources. 1 is a list of Account numbers. The other is a list of Account ranges. I need to do look up of each Account number in list 1 'v' list of account ranges. If the account is within a range, need to confirm the ID, if not within a range, need to confirm n/a or no:

 

List 1 - dummy account number example:

 

Account Number

026FCECT8

 

List 2 - dummy - Account Range From & To::

 

Account From        Account To         ID

026CCACR0           02979999Z          501

 

Because the Account Number - Is within the from & to account number range would need it to acknowledge that and bring back ID 501. Can anyone help as I can do this with formula in excel but clueless in alteryx...

 

 

4 REPLIES 4
binuacs
21 - Polaris

@julwrigh What is the logic used to calculate this in Excel? Could you share your Excel formula? Maybe we can convert that formula into an Alteryx equivalent.

julwrigh
6 - Meteoroid

excel formula:

=FILTER(Scope[ID],(Scope[AccountFrom]<=B2)*(Scope[AccountTo]>=B2),"Add to Table")

 

so 'scope' in above is just the worksheet range 

binuacs
21 - Polaris

@julwrigh one way of doing this with the batch macro

image.png

julwrigh
6 - Meteoroid

thank you for looking at this. I will give this a go in the morning and let u know :)

 

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