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SOLVED

Finding opposite values in a column from matching value in another column, given condition

mattypeggie
5 - Atom

Example:

 

ClientPolicy RefTrans TypeSum Insured
ABCD LtdABCDCancellation£-500
ABCD LtdABCDCharge£-30
ABCD LtdABCDFee£500
AFGH LtdAFGHEndorsement£290

 

I want to be able to select row 1 and 3 from this example, as well as other rows further down that have the same scenario.

 

The condition is that the trans type is Fee. I then want to search for all rows with the same Policy Ref as this. Then in each row, check if the Sum Insured is the opposite of the amount in the original Fee row.

 

I am very new to alteryx and having a real struggle with this, I can provide further examples if anyone needs.

 

Any help greatly appreciated. Thanks.

4 REPLIES 4
JosephSerpis
17 - Castor
17 - Castor

Hi @mattypeggie I mocked up a workflow let me know what you think?

mattypeggie
5 - Atom

This works perfectly for the example, unfortunately slight problems with the larger database. Will have a look and hopefully I can solve from here, many thanks!

JosephSerpis
17 - Castor
17 - Castor

Hi @mattypeggie I came up with a second way that doesn't use a join may be more efficient with your large data.

mattypeggie
5 - Atom

Amazing, thank you very much. Helped me understand multi-row formulas :).

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