can advise if i pull opportunity from SFDC, how to choose the whole line of information that meet below criteria:
Choose SFDC opportunity with same Account Name that latest project closed date if Actual close date is null or latest Actual Close date if not null
OR
Choose SFDC opportunity with same Account Name that if Project close date is equal then choose most recent created date.
thank you very much!
Solved! Go to Solution.
Hi @lilyyangadsk, here is the workflow for your problem statement. I could not test it on the larger dataset but it works for the dataset that you provided.
I hope this helps!
Thanks!
One way to approach this issue to arrange the data in a rank-ordered fashion and then select the 1st record for each group of Account name. As in all sorting problem, the sort sequence is critical.
The following screenshot contains all the settings information, so I'm not attaching the workflow. I'd highly recommend that you check out the Alteryx Interactive Lessons page for bite-sized tricks on how to maximise the use of all the "foundation" tools. I can confidently say that the 15 or so foundation tools are 90% sufficient to solve most basic finance or datablending issues such as this.
Happy exploring!
Dawn.
Could you share the workflow , thank you
thank you and it seems quite easy to use this one.
Thank you!! It is very practical to use.