How to allow user to select value from drop down and then use that value in formula tool

Hello, I have attached a packaged pseudo-workflow to aid in what I am trying to do. Basically, I am trying to create a workflow app that allows a user to select a value from a drop down list. This would then be followed by a Formula tool, which would calculate an IF / THEN formula based on whatever the user selected from the drop down list. Is this possible? I outlined what I am trying to do in the packaged workflow (image below). Thank you!

Alteryx Screenshot.JPG

Test.yxzp

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Accepted answers

patrick_digan

@chasekapitzky There are a number of ways to do this. Here are 2 ways that I've included in the attached.

1) Write a formula like this:

IF "%Question.Drop Down (3)%" = 'Calendar' THEN DateTimeYear([OrderDt])
ELSEIF "%Question.Drop Down (3)%" = 'Fiscal' THEN DateTimeYear([OrderDt]) + 1
ELSE Null()
ENDIF

This syntax is called a reference shortcut.

2) Connect the drop down to the formula tool and write a formula like:

IF [#1] = 'Calendar' THEN DateTimeYear([OrderDt])
ELSEIF [#1] = 'Fiscal' THEN DateTimeYear([OrderDt]) + 1
ELSE Null()
ENDIF

For completeness sake, the third option would be action tools. I personally like options 1 and 2 better than action tools, but I may be biased.

Test.yxzp

All comments

patrick_digan

@chasekapitzky There are a number of ways to do this. Here are 2 ways that I've included in the attached.

1) Write a formula like this:

IF "%Question.Drop Down (3)%" = 'Calendar' THEN DateTimeYear([OrderDt])
ELSEIF "%Question.Drop Down (3)%" = 'Fiscal' THEN DateTimeYear([OrderDt]) + 1
ELSE Null()
ENDIF

This syntax is called a reference shortcut.

2) Connect the drop down to the formula tool and write a formula like:

IF [#1] = 'Calendar' THEN DateTimeYear([OrderDt])
ELSEIF [#1] = 'Fiscal' THEN DateTimeYear([OrderDt]) + 1
ELSE Null()
ENDIF

For completeness sake, the third option would be action tools. I personally like options 1 and 2 better than action tools, but I may be biased.

Test.yxzp

chasekapitzky

Patrick, thanks a lot for your reply! When I try to open the file, I am unable to as you had saved it in a more recent version of Alteryx than our company has. Would it be possible for you to somehow "down-grade" the packaged workflow? We are using 11.7.4. Thanks!

chasekapitzky

Actually, I may not need the packaged workbook after re-reading your post. I'll take a shot at your first 2 solutions now. I'll check back in shortly...

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