Start counting after certain value

Hi everyone,

I need some help with Alteryx. For a client I need to check whether every workflow (having a unique doc. nr) has two or more different people involved. I worked that out but now the client also wants to know this amount after a certain action has been performed.

So as you can see for doc. nr. 417 it is the same person who performed several tasks in the workflow, but for doc.nr. 9746 there are multiple people involved.

What I have now is that Alteryx calcultates per unique doc. nr. the amount of different people involved. Now the client wants to know this as well but now it has to start counting, in case a workflow involves a task "send back" (or something like that), after the task "send back" to get better insights. So for 900033 is has to be 2 instead of 4 different persons (So send back (Tom) not included as well).

Who can help? Thanks!

Record #	Workflow	Name employee	Doc. nr	Task
1	53	Mart	417	Register
2	53	Mart	417	Completed
3	900033	Sebastian	9746	Register
4	900033	Marie	9746	Completed
5	900033	Sebastian	9746	Completed
6	900033	Tom	9746	Send back
7	900033	Marie	9746	Sended again
8	900033	Tessa	9746	Completed
9	1101	Patty	101	Make new form
10	1101	Patty	101	Register
11	1101	Mark	101	Completed form
12	1101	Patty	101	Completed

Workflow

Accepted answers

wdavis

Hi @NatasjavdHengel

Yes, it will be possible to add these in. In the Formula what you will need to do is include some OR statements to capture all the fields you wouldn't want to count.

E.g;

IF [Action type]="Afkeuren declaratie" OR [Action type]="Afkeuren...." Then 1
Else [Row-1:Group]
ENDIF

This will work in the same way as in the initial instance, so it will also add fields after this to be a value of 1, which removes them from the workflow.

If this works, can you mark this as solved please.

Thanks

Will

All comments

wdavis

Hi @NatasjavdHengel

Will your Tasks always be in this order? So that 'Send Back' as a task will always come after 'Register' and 'Completed'?

If that is the case, we can use a Multi-Row Formula to assign a value to each task indicating whether it should be counted or shouldn't.

Create a new field for this and the Formula would be;

IF [Task] = "Send Back" Then 1

ELSEIF [Row-1:NewField] = 1 Then 1

Else 0

ENDIF

You can then add this as a groupby in your Unique Tool (or method you currently use)

Let me know if this works for you, or need some more assistance on this!

Thanks

Will

NatasjavdHengel

Hi @wdavis

No, often "send back" or "send back ... (several options like form, docs) are not in a specific order after register and completed. Could be anything before it.

I am also not sure whether your solution makes sure now that in case of the example row 4 and 5 are also not counted anymore.

I added a workflow with the example --> before the summarize tool there has to be done something. Hopefully you can help!

Example workflow.yxmd

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