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Improving Workflow Efficiency

ajaydhamrait
7 - Meteor

Hi All,

 

I have created a workflow where if the field (in my case it's Currency), does not follow roughly 200 currencies i.e., USD, EUR, ... etc, then it should highlight Yellow on the Excel Output. I have used the RegEx to check whether or not the field is in a certain expected format (i.e. containing the currency abbreviation or not), and it works!    I have also done a similar Formula for the field Country that needs to follow roughly 100 country abbreviations i.e., USA, FRA, AUS etc. 

 

However, I have around 23 Currency fields that follow the exact same formula but have different data. I can do this right now, but I will have around 24 RegEx formulas so it will get quite messy. Is there a faster way to do this?

 

I have attached two files. The first file (Workflow 1 Original) showcases the above problem. The second file (Workflow 2 Amendments) was worked on by someone else who tried to solve this problem but it's quite confusing. They also made the following points:

 

  • As we have a common Record ID field in both datasets, we can use the purple Join tool to bring both tables into one flow with all of the columns available. [Table 1 as L input, Table 2 as R input]
  • From here, we can use the blue Formula tool to update the currency columns in Table 1 to include the values and if they marked True/False. This can be done by writing a formula such as “[currency]” + “_[right_currency]” which will then print “EUR_False” as an example.
  • From here, we can use the orange Table tool and apply row rules to identify and highlight anything with ‘False’ in the cell. For a clearer view, it may be best to change ‘True’ and ‘False’ to ‘T’ and ‘F’ respectively to make the cells appear less clunky 

 

Any help will be appreciated! Thanks.

3 REPLIES 3
binuacs
21 - Polaris

@ajaydhamrait Can you provide some example of your statement "However, I have around 23 Currency fields that follow the exact same formula but have different data"?

ajaydhamrait
7 - Meteor

Hi @binuacs , so within my workflows, you'll see that the data inputs have several fields named: Currency, Currency2, Currency3, Currency 4 ... etc. In total, I will have around 23, but for the above workflows, I have only took out a sample to test on.  For all those currency fields listed, they will follow the same rule as the field 'Currency'.

 

I hope that makes sense, not the best at explaining.

gambiera
6 - Meteoroid

Column rules are a bit of a pain, as you have to do them one by one. So I would probably create a separate Report Text entry for each cell, formatted the way you want it.

 

An example workflow is attached. It's not perfect, but hopefully gives you the idea.

 

alteryx_screenshot.png

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