Rating calculation Question

[ShelleyWu]

Hi all,

I have difficulty figuring out how to solve the problem below.

I have Table 1 below capturing the rating scale.

Rating Scale

A+

A

A-

BBB+

BBB

BBB-

BB+

BB

BB-

B+

B

B-

CCC+

Table 2 reflects how Company 1 - Company 6 rating will be affected by Company 0 in the column- rating adjustment. For example, if Company 0's rating is BBB, then Company 1 & Company 4 should be calculated as BB+ (2 ratings lower than company 0); Company 2 and Company 6 should be BBB- (1 rating lower than company 0); and Company 3 & Company 5 should be BB. (3 ratings lower than company 0)

Company	Rating adjustment
Company 1	-2
Company 2	-1
Company 3	-3
Company 4	-2
Company 5	-3
Company 6	-1

I would like to ask the user to select Company 0's rating in the drop-down tool and design a workflow calculating Company 1- Company 5's rating according to the input. May I ask how can I solve this question in Alteryx? 

[Clifford_Coon · Accepted solution]

Hi Shelley,

As usual with Alteryx there are several ways, here is one...

 Hope this helps, :-)

[ShelleyWu]

Thank you so much! 💞

May I ask an additional question? Can I default the selection in the drop-down tool to "Please select the rating" instead of 'A+'? Would that be achievable? Thank you! 

[Clifford_Coon]

Hi Shelley,

Yes that's possible..

Something like this:

 I'd add a test to capture a 0 value for no selection made, and then I used append to get it into the main workflow.

Like I mentioned, there are multiple ways to do everything in Alteryx.