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SOLVED

Flag data based on criteria from a separate table

ronakchauhan4
6 - Meteoroid

I have a tabular file with consistent column headers. I have a separate file in which I have created the criteria for the filter. I am having trouble designing a workflow (without macros) to dynamically look through the data and put a flag in a new column. Example below:

 

Data:

 

Account NumberDescriptionTypeProfit CenterAmount
9555Blue

50

Technology10,000
9558ADD-Blue50Technology18,000
9788Green98Meals3,000
9798Orange50Meals2,000

9943

Red98Entertainment8,999

 

Criteria:

ColumnCriteriaFlag
DescriptionBlueO
Amount9,000O
Profit CenterTechnologyO
Type50O

 

Realistically, the criteria needs to run in the order that it is listed. So first, the data will flag (in a column after the "Amount") items if the "Description" column contains "Blue". Then, flag if the "Amount" column is greater than or equal to 9,000. Then flag if "Profit center" contains "Technology". Then flag if type contains "50". However, if it matches any one of the criteria, it needs to be flagged. If no matches, then "X". 

 

Ideally, this would be the output - I have text in green for criteria that would match for the flag:

Account NumberDescriptionTypeProfit CenterAmountFlag
9555Blue

50

Technology10,000O
9558ADD-Blue50Technology18,000O
9788Green98Meals3,000X
9798Orange50Meals2,000O

9943

Red98Entertainment8,999X

 

Any help would be greatly appreciated! 

5 REPLIES 5
binuacs
21 - Polaris

@ronakchauhan4 one way of doing this

image.png

ronakchauhan4
6 - Meteoroid

Thank you for the solution, this might work - however, my concern is that my data contains 36 columns, and I may have to throw a criteria on more than 10 columns. I don't know if it will be sustainable to maintain that formula. Is there another way you could suggest to "skin this cat"?

nagakavyasri
12 - Quasar

@ronakchauhan4 Try this:

 

Screenshot 2024-10-21 143609.png

ronakchauhan4
6 - Meteoroid

Thank you for the response. I am looking through your workflow and I believe all else works besides the Amount. For record ID = "1", there should be a flag on the 10,000 because the criteria is greater the 9,000. 

 

Screenshot 2024-10-21 145352.png

nagakavyasri
12 - Quasar

@ronakchauhan4 I overlooked that condition. Try the latest attached workflow.

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