Hi All, Would really appreciate your help in figuring out how I could best solve this problem. Background story is when we onboard a client, there are multiple stages they go through and each has a target date and a RAG rating. I'm trying to have Alteryx calculate what stage we're currently working on for each client, and populate the "Current Phase" column with a "Y" based on the below criteria: * If all stages for a certain client have a RAG rating of Complete, then put Y in "Current Phase" for the row with the latest date/Live stage (see blue rows) * If all stages for a certain client have a RAG rating of Not Started, then put Y in "Current Phase" column for the row with the oldest date/Onboard stage (see yellow rows) * If there's a mixture of different RAG ratings for a client, mark the oldest stage with a RAG rating that isn't "Complete" as the current phase (see green rows) There should be one "Y" in Current Phase column for each client. I'm not sure if formulas is the way to go around this, so would really appreciate any help!! Cheers! Current Phase Calculation Example.xlsx

How to calculate a field based on multiple criteria

Hi All,

Would really appreciate your help in figuring out how I could best solve this problem.

Background story is when we onboard a client, there are multiple stages they go through and each has a target date and a RAG rating.

I'm trying to have Alteryx calculate what stage we're currently working on for each client, and populate the "Current Phase" column with a "Y" based on the below criteria:

If all stages for a certain client have a RAG rating of Complete, then put Y in "Current Phase" for the row with the latest date/Live stage (see blue rows)
If all stages for a certain client have a RAG rating of Not Started, then put Y in "Current Phase" column for the row with the oldest date/Onboard stage (see yellow rows)
If there's a mixture of different RAG ratings for a client, mark the oldest stage with a RAG rating that isn't "Complete" as the current phase (see green rows)

There should be one "Y" in Current Phase column for each client.

I'm not sure if formulas is the way to go around this, so would really appreciate any help!!

Cheers!

Current Phase Calculation Example.xlsx

Workflow

Date Time

Best Practices

Transformation

Preparation

Expression

Accepted answers

atcodedog05

Hi @Mershel257

Here is the updated solution. Getting output same as expected.

Please check and let me know 🙂

Phase (1).yxmd

All comments

atcodedog05

Hi @Mershel257

Here is a workflow for the task.

Output:

Workflow:

Multi-row formula tool is used to check the RAG and mark the phase.

Hope this helps 🙂

If this post helps you please mark it as solution. And give a like if you dont mind 😀👍

Phase.yxmd

Mershel257

Hi @atcodedog05,

For the most part, this your workflow worked really well, thank you!!

I'm just encountering a couple of issues with some clients though, not sure why there's multiple Y populated for them. Any idea why and how it could be fixed?

Cheers!!

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