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Multiple delimiters but also multiple account numbers

sergiogarciagt
7 - Meteor

Hi all,

 

I have this problem/challenge at work that I need to solve. We were given by clients a trial balance that contains account number + delimiter + description however for some accounts it contains main account number +delimiter+ description + sub account and in other cases it contains two sub accounts. 

This makes very challenging to focus on 1 delimiter.

I have in my database the account number and description but I need to match those with the new amounts but those new amounts are tied to the account number + delimiter+description, etc...

In an ideal world I would like to use a lookup type that looks into the description, finds the account number and then gets the amount, however I am not sure how to do this or what would be the best approach. I tried parse, but ended up with 7 extra columns. 

As you can see in the example below I want to get the amounts in blue but the position is not consistent.

 

I will appreciate any help and suggestions.

Thank you,

 

sergiogarciagt_2-1630596094105.png

 

sergiogarciagt_3-1630596368505.png

 

 

 

 

6 REPLIES 6
messi007
15 - Aurora
15 - Aurora

@sergiogarciagt,

 

Could you share a sample data with what you expect to have?

It will help us to give you the solution.

 

Regards

CarliE
Alteryx Alumni (Retired)

Hi @sergiogarciagt 

 

If you're looking to capture what was highlighted you can use the parse tool to parse out that data with this regex statement  :(\d+\w+)\s•\s\w.+

CarliE_0-1630596631299.png

 

If this was helpful, please mark it as a solution so other users can benefit!

 

Thanks 🙂

 

 

Carli
CarliE
Alteryx Alumni (Retired)

I missed the 2 bottom records

 

3007300R • Scholarship Funds-Temp Restrict:307330R •Scholarship
3007300R • Scholarship Funds-Temp Restrict:307330R • Scholarship

 

.. this regex statement would be better and work on all. - :(\d+\w+)\s•.+

Carli
sergiogarciagt
7 - Meteor

Thank you! this is exactly what I want to achieve. For some reason when input the formula it is giving me all null values. I am attaching the print screen and also a sample of the data and the desired result.

 

Parse Workflow.PNG

 

CarliE
Alteryx Alumni (Retired)

Hi @sergiogarciagt 

 

Sorry for the late reply!

 

Attached is the workbook. There were 2 un-matching so I did a check and then parsed out the ones that didn't match separately. All is checked out and working!

 

Please mark as a solution if this solution works for you 🙂 have a nice labor day weekend!

Carli
sergiogarciagt
7 - Meteor

No worries, this is great!

Thank you very much 👍

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