How to Efficiently Categorize Variance Data Using a Dynamic Materiality Table in Alteryx?

[Buddhi_DB]

I have a dataset of variance values and a materiality table that defines different ranges. Previously, I used the Generate Rows tool to categorize these variances, but it significantly slows down the workflow when dealing with large datasets. Here is an example of my data and materiality table:

Variance
-         755.99
164.03
-      7,286.96
0.01
0.01
-         192.70
-         830.99
-            14.98
1,198.02
2,755.24
0.01
-         464.00
- 111,720.73
-              0.00
-         438.36

materiality table

Min	Max	materiality
0	101880	Below CT
101881	1731963	Above CT
1731964		Above PM

I want to categorize each variance into "Below CT", "Above CT", or "Above PM" based on the ranges defined in the materiality table. My goal is to achieve this dynamically so that changes to the materiality ranges do not require me to manually update formulas.

WHAT CHATGPT suggested me to do (But I don't know about these Macro workflows)   Can anyone help me to do this.

To create a batch macro in Alteryx that dynamically categorizes variance values based on a materiality table, you can follow these detailed steps:

Step 1: Prepare the Data

1. Input Variance Data:

   • Load your variance data using the Input Data tool.

2. Input Materiality Table:

   • Create a materiality table using the Text Input tool with columns: Min, Max, and Level.

   Example Materiality Table:

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   | Min | Max | Level | |---------|---------|----------| | 0 | 101880 | Below CT | | 101881 | 1731963 | Above CT | | 1731964 | | Above PM |

Step 2: Create the Batch Macro

1. Open Alteryx Designer:

   • Create a new workflow and save it as a macro by changing the type to "Batch Macro".

2. Add Input Data:

   • Add an Input Data tool to load your variance dataset.

3. Add Control Parameter:

   • Add a Control Parameter tool. This tool will take each row from the materiality table.

4. Formula Tool:

   • Add a Formula tool to categorize the variances based on the control parameter values.

   • Create a formula to categorize the variance:

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     IIF([Variance] >= [#1] AND (IsNull([#2]) OR [Variance] <= [#2]), [#3], 'Unknown')
     • Here, [#1] refers to the Min value, [#2] refers to the Max value, and [#3] refers to the Level.

5. Macro Output:

   • Add an Output Data tool to save the categorized data.

Configuration of Batch Macro:

1. Control Parameter Configuration:

   • Connect the control parameter to the Input Data tool. This will pass the materiality table values to the macro.
   • In the control parameter configuration, set the Action Type to update the values of the formula.

2. Formula Tool Configuration:

   • Update the formula to use control parameter values [Min], [Max], and [Level].

Step 3: Main Workflow

1. Main Workflow:

   • Create a new workflow and add the Input Data tool to load your variance dataset.
   • Add the Text Input tool to load your materiality table.

2. Batch Macro Configuration:

   • Add the batch macro to the workflow.
   • Connect the variance dataset to the macro input.
   • Connect the materiality table to the control parameter of the macro.

3. Output Data:

   • Add an Output Data tool to save the categorized variance data.

Detailed Configuration of Control Parameters:

• Control Parameter Tool:
  • Name: Min
  • Set the action to update the Min field in the formula tool.
• Control Parameter Tool:
  • Name: Max
  • Set the action to update the Max field in the formula tool.
• Control Parameter Tool:
  • Name: Level
  • Set the action to update the Level field in the formula tool.

[aatalai]

@Buddhi_DB take a look a the attached workflow; let me know how you get on