Lookup value in a table range and return unique value

[bohanxia]

Hi,

I would like to get some help to translate Excel "LOOKUP (Lookup value, Lookup vector, result vector) into Alteryx workflow.

I have 2 data sources. One contains 148 records which each record has a "flow date". The second data source is a maturity bucket mapping. "flow date" in data source 1 should be used here to decide which maturity bucket it falls under. For example below, a record with flow date 17 Oct should return maturity bucket ">overnight up to 2 days" and bucket ID "30".

Also as per below, any records with flow date between 15 Dec 2019 and 13 Jan 2020 should return bucket ID "180" and records with flow date beyond 14 Jan 2020 should return bucket ID "190".

I have pasted a screenshot of my Alteryx workflow below, hope it helps to clarify too. Is there any way I can build this workflow to assign buckets for the 148 records?

Final results from 1st data source with "flow date":

Alteryx workflow, top is 1st data source, bottom is 2nd data source with maturity bucket mapping

Load maturity bucket mapping from Excel to Alteryx:

Thank you!

[RolandSchubert · Accepted solution]

Hi @bohanxia ,

I think, you have to "translate" the lookup ranges (From date - To date) to single rows ("date"), each date in the interval From-To represented by one row. You can use the Generate Rows tool to achieve this (new field of type DATE, start is "From date", end is "To date", formula is DateTimeAdd([NewDateField], 1, "days"). You can use the new field to join file 1 and file 2 on [Flow Date] and [NewDateField]. Hope this is helpful.

Best regards

Roland

[bohanxia]

Thanks very much your approach worked!

[Ye_Olde_Baller]

Any chance yo can share your workflow once you solved your issue?  Thank you!

[bohanxia]

hi sure,

after loading the dates mapping:

Generate rows:

Join the 2 data by dates, lookup flow date in the dates mappings and append the maturity bucket and IDs to the rows.

Hope this helps.