This site uses different types of cookies, including analytics and functional cookies (its own and from other sites). To change your cookie settings or find out more, click here. If you continue browsing our website, you accept these cookies.
I am new to Alteryx and have a requirement that has stumped me. I am unsure which function will help and am hoping someone would be able to give some advice.
The requirement is to lookup and replace a large amount of data based on some business rules (filters) defined. I have 2 files. The first file being the data file which contains several columns (ex. GL Account, Invoice Description, Vendor, Spend Class L1, Spend Class L2, etc). The next file contains a ton of business rules that define how the Spend Class L1 and L2 fields should be changed in the first file based on what the value is for each record in either GL Account, Invoice Description or Vendor (or any combination of those fields).
To give an example:
Spend Class 1
Spend Class 2
Lunch with Client
Drinks with Client
New Spend Class 1
New Spend Class 2
GL Account = "0001" AND Invoice Description CONTAINS "Lunch"
Vendor CONTAINS "Bar" AND Invoice Description CONTAINS "Drinks"
Given the example above, I would expect the Spend Class 1 and 2 fields in File 1 to be replaced by "Sales Expense" and "Representation" respectively. The problem is that the Rule Condition in File 2 is dynamic and can be a combination of various fields and values.