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Hello,
I’m new to Alteryx and have been trying to find a solution to this.
I have a dataset containing 5 columns: one for id, one for quarter of the change, one for type of the change, one for quarter of the status, and one for status, and I want to create a flag column where if the type of change is "change on scope," I want to see for that quarter that the change was on the status for the previous quarter. If it changed, then flag it in Alteryx. I have a status for every quarter from 2020 to 2023, but that doesn’t mean in every quarter I had a change on the scope.
Please kindly provide me with your input.
I tried to filter out the type of change and then go from there, but nothing worked.
attached is a sample of how the data looks like.
note that the status was column for every quarter but I used transpose tool
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Just to clarify, is this the flow/logic that you want to use?
- Find next record where [Type of Change] is "Scope"
- For that record, if [Quarter of the Status] precedes [Quarter], then flag the record
- Return to Step 1
I'm a bit confused because I can't flag any record on your sample data (the two records with scope changes have [Quarter] and [Quarter of Status] that are not close to each other at all).
EDIT: Here's what I'm imagining it'd look like if my understanding of the above flow is correct.
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Let's say that I filtered the type of change to only scope now I want to see if the same quarter of that change was corresponding to a change in status for the previous quarter
Like let's say the status was red for q2 2020 and there is a change in q3 2020 so the status in q3 2020 was green this is a flag
Note that I have the status for each quarter, but that doesn't mean I have a change in the scope for every quarter
I hope this was clear.
in your workflow id 2 has a true flag when there was a change in the scope at (31-03-2022) but the status quarter is not the previous for the quarter of change
It should look for the status quarter that is the same as the quarter of change and look for the previous then compare the status