If/Then by grouping by Min Date issue

[adam_jones]

New to Alteryx. I need a way to create new column for patients of first dose vs follow up doses. In Tableau the equation was 

If [Admin Date] =
{fixed [Account Number], [Prescription Number] : str(Min([Administration Date]))}
then 'First Dose'
else 'Follow Up Doses'
END

I need to get the Min or earliest [Administration Date] on each specific Prescription Number, within each grouping of Account Numbers.

[bensilv]

Hi @adam_jones could you share some dummy data as an example?

You could use a summarize tool to group by Prescription Number, taking the Min Date, then join back to the data. Then use a formula tool to compare the administration date to the min date.

[messi007]

@adam_jones,

Could you share a sample data with the expected result?

It will help us to give you the solution.

Best Regards,

[adam_jones]

*Not actual Date (obviously)*

Essentially, I need each earliest date of each prescription of each patient to come back as First Dose and everything else is Follow-Up.

If I do the summarize tool, do they work in stacking order? Ex. I group Account, then group Presc. #, then min admin date. Then do IF *new column* = [Admin Date] Then "First Dose" ELSE "Follow-Up" ENDIF?

[messi007]

@adam_jones,

Yup summarize and formula tool will do the job.

If you can share image as an excel will be better for us to help you 🙂

Regards,

[adam_jones]

Here's the file.

Thank you in advance.

[messi007 · Accepted solution]

@adam_jones,

Please see below

Attached the workflow

Hope this helps!

Regards

[binay2448]

Find attached solution for the same

[adam_jones]

This worked, thank you again!