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SOLVED

How to include or exclude accounts on the bases of range

vijayyd
6 - Meteoroid

I have a list of 18,000 accounts and I want to build a flexibility to include or exclude account numbers from the range.

 

Input file will consist of account number list 

 

Account Number example

1143400

1133402

1243404

1343401

1443423

1643400

2143409

 

Account number range example (also need flexibility to change range criteria):- 

 

Account Range DescriptionAccount number Range
 FromTo
Debtors 11434001143500
Loan Repayments 13034001303700
Fixed asset related13103001320500
Prepaid expenses13405001340700
Inventory13407041340704
Deferred Prepaid expenses 13408001341100
Deferred P&L adjustments 13411001341200
Prepaid13454001345700
Goodwill 13467001347000
Investment 13500001370100
Minority interests 21670002167600
Equity30000004000000
3 REPLIES 3
PangHC
13 - Pulsar

Screenshot 2023-09-21 152300.png

generally, here the method.
1. append all to the account. use filter to remove others. 
2. add back the not match account. (if you still required the unmatch account)


Qiu
21 - Polaris
21 - Polaris

@vijayyd 

We can use Generate Rows tool to expand the Account number ranges then do a join with your first input files.

Peachyco
11 - Bolide

We can also use Dynamic Replace to test each input against each range in the master list.

Alteryx - vijayyd include or exclude based on ranges a.png

 

The Formula Tool is there to create the fields/expressions that Dynamic Replace will need:

Alteryx - vijayyd include or exclude based on ranges b.png

And this is the configuration of the Dynamic Replace Tool:

Alteryx - vijayyd include or exclude based on ranges c.png

 

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