How to check hierarchy if the account id has Parent ONLY, Child ONLY, or BOTH in the list.

[gizmoholic]

Hi community,

I am very new with Alteryx, i mainly use Excel and SQL.

In the attached excel file is the sample data set wherein i need to determine if a specific record is only available at Parent level (Parent ONLY), Child level (Child ONLY), or both levels exist in the list. In reality, i have millions of records to run, so using excel will be inefficient which is why i'm hoping this function can be replicated here.

The hierarchy is determined by:

If Account Id = Parent Id, then it is a Parent account.

[messi007 · Accepted solution]

@gizmoholic,

try this please :

Hope that helps 🙂

Regards,

[atcodedog05]

Nice this to hear this work. This seems to be a easier way🙂

[gizmoholic]

Thank you @messi007  this worked really well.

Cheers to you and @atcodedog05  i've learned a lot from your comments.

[messi007]

@gizmoholic happy to help 🙂

Regards,

[atcodedog05]

Happy to help 🙂 @gizmoholic 

Cheers and Happy Analyzing 😀

Feel free to reach out if you face any issues 🙂