Hi- I am fairly new to Alteryx.
In Excel, I would use TEXTJOIN as an array function to conditionally return all the entries that matched the criteria. (See: https://www.howtoexcel.org/formulas/how-to-conditionally-concatenate-a-range-formula/)
Is there a way to do this in Alteryx? I am looking to create a readout that displays all the products billed to a client, so my source sheet might have a client ID, then many entries with that id with different product names, and I want to put them all into a single cell (preferably with a carriage return as delineator to help make it readable).
Here is a mock-up where the left two columns would be the source data and the right two would be an example of the output:
Client ID | Product | Client ID | Products | |||
1 | A | 1 | A B C G | |||
1 | B | 2 | A | |||
1 | C | 3 | B D | |||
2 | A | 4 | B C | |||
3 | B | 5 | A | |||
3 | D | |||||
1 | G | |||||
4 | B | |||||
4 | C | |||||
5 | A |
Thanks for any help you can give.
Solved! Go to Solution.
HI @daavvt ,
You can use the summarize function to group by client id and concatenate by product
Hope this helps!
Thanks for the answer, I realize I was really hoping for something that combined steps- I bet that happens often with Alteryx. Leads me to two follow up questions:
1. is there a way to designate a carriage return in the concat bit of summarize rather than a character?
2. So i had done what you are describing in a way, but it seemed complicated. Now I have this large-ish data set and I have products with categories. My current solution is to break up the data with multiple filters into my 5 or so categories and then use summarize to concat the product names. Then I will combine them back together. Is there a way to do this in less steps or does it even matter?
Thanks so much for the reply.