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I have a data set with several dimensions. I need to manipulate the data by applying multiple filters. All the filters that are applicable are either to exclude or include specific values of the records o the dataset. Here is a list of the filters that I need to apply:
1. 'SOURCE CODE' column: exclude all records with value 'GBFGWWSS01'
2. 'BRANCH CODE' column: include only those records with value '202'
3. 'NETWORK' column: include only those records with value 'SWIFT'
4. 'BENEFICIARY INST2' column: exclude all records with the following values:
So again, the columns are within the same data set, and the filters must be applied in this order. I have attached the formula tool settings I have applied but something doesn't add up as when I try to calculate sum of values after all the filtering is done, I'm not getting the same figures when comparing it to the pivot table results in the original excel file.
(The other tools in my workflow (including the summarize tool) are correct as I have configured them based on the recommendation of an Alteryx Community Guru, who helped me to set up the calculation part of the workflow.)
Your logic looks correct, but I would probably take a close look at the contains formulas to make sure that these are pulling the data as you would expect. Also, the other thing to confirm would be whether or not the case of the characters are all uppercase. This would throw off the [SOURCE CODE] != GBFGWWSS01 for example.
1. Contain formula: I probably should have used the 'equals to' formula (i.e.[BRANCH_CODE]= "202") instead, as my intention with the filter was to include only fields that equal to number 202 (and exclude all other fields with number 203/204).
2. Please clarify what you mean by 'throw off the [SOURCE CODE] != GBFGWWSS01'? Isn't all formulas case sensitive? In the example I provided all the column names and record values are reflected as they appear in the dataset, meaning they are in upper case where they appear upper case in the data set. Did you mean that for certain formulas we shouldn't write the attributes in a case sensitive way as the formula is only able to read lower case?
You are suggesting to add separate Formula tools for each filter function? If so should I arrange the individual formulas in a linear fashion, meaning that the output of one formula tool would be the input of the next formula, or should i apply them parallel to each other and then unite the output of each formula tool using the union tool?(I'm actually not sure if the second option would work, as the formulas may override one another wouldn't they??)