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Reclassifying rows based on multiple criteria into a new column

smknowles
5 - Atom

New to ALteryx and attempting to reclassify accounts departmentally based on their account numbers. Multiple and varied account numbers within each department. 

 

What I have;

 

Account #Account Description$
6396.04 Activities Wages$20,050
6993 Transportation Fee$20,050
6210 Advertising$19,550
6311 Office Supplies/Equipment$20,202
6311.01 Office Equipment Contract$17,806
6396.02 Maintenance Wages$2,728
6537 Grounds Contract$20,050
6311.04 Shred Services$2,728
6321 Consulting Fee$1,320
6390 Misc. Administrative Expenses-$960
6391 Software Expense$2,294
6396.03 Dietary Cooks Wages$20,050
6933 Dietary Supplies$20,050
6932 Food$19,550
6396.07 Housekeeping Wages$20,202
6952 Other Housekeeping-Odor Control$11,078
6396.02 Maintenance Wages$2,728
6519 Exterminating Payroll/Contract$1,320
6538.02 Cap Expense$19,550
6890 Misc. Financial Expenses$20,202
6396.05 Resident Care Aides Wages$1500
6396.06 Licensed Practical Nurse Wages$1500
6396.09 RCM/NCM Wages$0
5122 Humana$1,500
5123 UHC$1,500
5127 State Community Care$7,000
5120 Tenant Rent Revenue$14,616

 

What I need; 

 

Account #Account Description$Department
6396.04 Activities Wages$20,050Activities & Social 
6993 Transportation Fee$20,050Activities & Social 
6210 Advertising$19,550Admin & General
6311 Office Supplies/Equipment$20,202Admin & General
6311.01 Office Equipment Contract$17,806Admin & General
6396.02 Maintenance Wages$2,728Maintenance 
6537 Grounds Contract$20,050Maintenance 
6311.04 Shred Services$2,728Maintenance 
6321 Consulting Fee$1,320Admin & General
6390 Misc. Administrative Expenses-$960Admin & General
6391 Software Expense$2,294Admin & General
6396.03 Dietary Cooks Wages$20,050Dietary 
6933 Dietary Supplies$20,050Dietary 
6932 Food$19,550Dietary 
6396.07 Housekeeping Wages$20,202Laundry & Housekeeping 
6952 Other Housekeeping-Odor Control$11,078Laundry & Housekeeping 
6396.02 Maintenance Wages$2,728Maintenance 
6519 Exterminating Payroll/Contract$1,320Maintenance 
6538.02 Cap Expense$19,550Maintenance 
6890 Misc. Financial Expenses$20,202Admin & General
6396.05 Resident Care Aides Wages$1500Resident Care
6396.06 Licensed Practical Nurse Wages$1500Resident Care
6396.09 RCM/NCM Wages$1500Resident Care
5122 Humana$1,500Revenue
5123 UHC$1,500Revenue
5127 State Community Care$7,000Revenue
5120 Tenant Rent Revenue$14,616Revenue

 

I've tried the nested If then elseif formulaic approach to no avail,  Also, attempted the tile tool approach with no luck . Any help is appreciated. 

 

 

2 REPLIES 2
Qiu
21 - Polaris
21 - Polaris

@smknowles 

How do you decide the Department for account#?

smknowles
5 - Atom

Typically through interpretation of the operating statements account descriptions and applying prior knowledge of industry norms. The objective is to consolidate the accounts into more broadly defined departments for comparison to industry metrics. Also, for concise presentation to the end user. 

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