Hi All,
I am struggling to achieve a specific output based on a certain set of data and rules.
Current data is as follows:
Owned Entity | Owner | Ownership Percentage | Owned Type | Owner Type | Related Family |
M Corporation | A | 75 | Corporation | Individual | AW |
M Corporation | AW | 25 | Corporation | Individual | A |
N/A | AWF | 0 | N/A | Individual | AW |
X Corporation | AW | 20 | Corporation | Individual | A; AWF |
O Corporation | A | 10 | Corporation | Individual | AW |
Output I am looking to get:
Owned Entity | Owner | Ownership Percentage | Owned Type | Owner Type | Related Family | Owned Entity1 | Attributed Family Ownership | Owned Entity2 | Attributed Family Ownership 2 |
M Corporation | A | 75 | Corporation | Individual | AW | M Corporation | 25 | X Corporation | 20 |
M Corporation | AW | 25 | Corporation | Individual | A | M Corporation | 75 | O Corporation | 10 |
N/A | AWF | 0 | N/A | Individual | AW | M Corporation | 25 | X Corporation | 20 |
X Corporation | AW | 20 | Corporation | Individual | A; AWF | ||||
O Corporation | A | 10 | Corporation | Individual | AW |
Basically, the rule is you get attributed the ownership % in an entity if you are related to that person. I tried using the find and replace tool in alteryx but the output gets messed up with a person owns more than two entities.
As long as I get the information in red text as an output, I am not picky about how it represented within Alteryx.
Can someone please help with finding a solution? I've been trying to figure out the best approach. Many thanks in advance!
Solucionado! Ir para Solução.
Hi @32519 ,
Not 100% sure if I get your question correctly. But I believe Transpose and Cross Tab might help.
Attached is the sample workflow.
Thanks @jasperlch.
This is pretty much what I needed. I just need to make one tweak.
Thanks for the quick response!!!