Hello Alteryx communauty!
I need your help about a complex used case
Here details:
1st file is Data.xlsx that contains data with book, trading code, hierarchy, etc
2st file is Exceptions2.xlsx that contains rules of exception
3rd file is OutputfileData.xlsx that contains result (yellow value of TPMethodo_Name column are expected value)
The aim is to update the column TPMethodo_Name (column K) from the Data.xlsx file by the value of column Methodology Name (column I) from Exception2.xlsx file
How to read rules of Exception2.xlsx file
Line 2 :
If TPAgree_Code = "EQ_AMT" and TRADINGSITE = "Paris" and STRATEGY contains the word "Options"
Then TPMethodo_Name <-- RS_AMM_MMO
Line 3:
If TPAgree_Code = "EQ_AMT" and TRADINGSITE = "Paris" and STRATEGY contains the word "Stock"
Then TPMethodo_Name <-- RS_AMM_MMO
Line 4 :
If TRADINGSITE = "Shangai" and GLOBALBUSINESSLINE contains the word "FXLM CD"
Then TPMethodo_Name <-- RS_SHANGAI
Line 5 :
If TPAgree_Code = "EQ_AMT" and TRADINGSITE = "Hong Kong" and STRATEGY contains the word "Futures" and SUBSTRATEGY contains the word "Japan"
Then TPMethodo_Name <-- RS_AMM_MMF
Line 6 :
If TPAgree_Code = "CIT_OIL"
Then TPMethodo_Name <-- RS_CITOIL
Like as you see, when a value is empty, we don't take in account
Here you can find the 2 files
Hope you can help me !
Many Thanks
Solved! Go to Solution.
Hi @Benji27
This took me some time here is a workflow. What this does it dynamically create the formula based on your exception excel and apply the formula to the data using the dynamic replace tool. The formula is dynamically created and applied always.
Output: Not a lot of matches you might want to check conditions.
Hope this helps : )
Thanks @binuacs but no : you need to use value only from Exceptions2 file not directly on formula
Happy to help : ) @Benji27
Cheers and have a nice day!