Record ID

[bshuey]

Hello All,

I am trying to populate a new column in my data (Match in the sample data) based on the value in a different column (Status in the sample data). My sticking point is that I want the tool to look at the Alteryx generated Record ID.as a whole so that if I have a status of "No Action" for any line with that same Record ID my Match column would be populated with the word "Yes". If no lines with that Record ID have a Status of "No Action" then I want my Match column to be populated with the word "No". My goal is to move each line of the Record ID that has "Yes" in the Match column to it's own tab in my workbook so that I only have to review the exceptions. I do know how to accomplish the last piece.

Any help would be greatly appreciated!

[RolandSchubert]

Hi @bshuey ,

filter the rows with "No action" and join to the original data. The "J" output will return the rows with one existing "No Action" row , the "L" output the exceptions. Sample workflow attached. Hope this is helpful.

Best,

Roland

[bshuey · Accepted solution]

That did exactly what I was needing. I can't tell you how many hours I spent trying to come up with a solution. Thank you so much!