In other data configuration apps (like Webi) when I want to create a filter or a formula to includes only items in a list, I can select the items I want to include from a list of available items.
I am trying to figure out how to do that in Alteryx.
Currently, when creating a filter tool, I need to go to my raw data and copy the items I want included to ensure I have the correct spelling/spacing. Is there a way to do this or do I just need to do this manually?
Thanks
Hi @ScottC_00
There could be a few dynamic options, but it all depends on what the data looks like and how it is stored. For example, you might be able to build a list and use a Join tool to see what matches. If it's a contains situation, you could do the same thing but with record ID and transposing out key:value pairs. Or a Filter with a "Contains" configuration. There are lots of possibilities.
Could you share a data sample for the Community to get a better idea of what the situation is? That would really help replies.
Thanks Charlie. If I have data like this
Case # | Issue | Status | Outcome |
1 | Blue | Open |
|
2 | Red | Closed | Term |
3 | Yellow | Hold |
|
4 | Green | Closed | Warning |
5 | Red | Closed | Coaching |
6 | Green | Open |
|
7 | Yellow | Closed | No Action |
8 | White | Closed | No Action |
9 | Blue | Open |
|
10 | Red | Closed | Coaching |
11 | Green | Hold |
|
12 | Blue | Closed | Warning |
In the filter I would need to type
[Outcome] IN (‘Term’, ‘Warning’, ‘Coaching’)
To do that I would need to know what the Outcome options are.
What I am looking for is a way to see all the available options
Term
Warning
Coaching
No Action
and select them in IN clause of the Filter Tool, instead of remembering them and typing them.
I am not really looking to build something, I was hoping there was an option in the filter tool or some other tool that offers that ability.
Thanks
What you are looking to do is create an app and use a list box:
https://help.alteryx.com/20223/designer/list-box-tool
This would allow you to select the values from that field you want to filter for and dynamically update the IN clause with your selection.
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