Need Help with Formula

[lisamccullough]

Hoping I can get some assistance on the following formula:

Alteryx Formula isn't working:

IF ToNumber ([% Total BAC Consolidated Liabilities])>=.5
AND
ToNumber ([% Total BAC Consolidated Liabilities])<=1
OR
[Entity Type 1] = "Operating Company" OR [Entity Type 2] = "Operating Company" OR [Entity Type 2] = "Trust Company" OR [Entity Type 1] = "Trusting Company"
THEN "Y" ELSE ""
ENDIF

And here is the Excel formula:

=IF(AND(U33 >= 0.5%, U33 < 1%, U33 <> "", OR($L33 = "Operating Company", $M33 = "Operating Company",$P33 = "Operating Company", $L33 = "Trust Company", $M33 = "Trust Company",$P33 = "Trust Company")), "Y", "")

[atcodedog05]

Hi @lisamccullough 

issue might 0.5% is not same as 0.5

0.5% is 0.5/100 =0.005

And grouping for AND & OR was missing. 

Give this formula a try

IF ToNumber ([% Total BAC Consolidated Liabilities])>=0.005
AND
ToNumber ([% Total BAC Consolidated Liabilities])<=0.01
AND
([Entity Type 1] = "Operating Company" OR [Entity Type 2] = "Operating Company" 
OR [Entity Type 2] = "Trust Company" OR [Entity Type 1] = "Trusting Company")
THEN "Y" ELSE ""
ENDIF

If this deosnt work.

Can you share some sample data so that i can check it and expected output.

Hope this helps 🙂

If this post helps you please mark it as solution. And give a like if you dont mind 😀👍

[atcodedog05]

Hi @lisamccullough 

Can you share a snapshot how [% Total BAC Consolidated Liabilities] looks in Alteryx.