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Would really appreciate your help in figuring out how I could best solve this problem.
Background story is when we onboard a client, there are multiple stages they go through and each has a target date and a RAG rating.
I'm trying to have Alteryx calculate what stage we're currently working on for each client, and populate the "Current Phase" column with a "Y" based on the below criteria:
There should be one "Y" in Current Phase column for each client.
I'm not sure if formulas is the way to go around this, so would really appreciate any help!!
Go to Solution.
Go to Solution.
Here is a workflow for the task.
Multi-row formula tool is used to check the RAG and mark the phase.
Hope this helps 🙂
If this post helps you please mark it as solution. And give a like if you dont mind 😀👍
For the most part, this your workflow worked really well, thank you!!
I'm just encountering a couple of issues with some clients though, not sure why there's multiple Y populated for them. Any idea why and how it could be fixed?
Can you provide this table in image as an excel and give expected output. So that i can calibrate accordingly 🙂
Amazing, thank you so much! I've attached the samples of the clients with multiple Ys.
Sheet 2 has current output, Sheet 2 Expected Output has what it should look like.
Can you check the attached excel it still seems like the initial excel.
It should be in sheets 2 and 3 🙂
Just checked there is only sheet2 other than sheet1.
In that output is matching the expected
Can you tell what should be the expected output so that i can calibrate. Since there is series complete and break in between its getting multiple Y.
If you help me out with the expected output i can calibrate🙂
Hi @atcodedog05 ,
I've reattached the excel file, let me know if you can see the third sheet.
It should like the below where there is only 1 Y per client.
Here is the updated solution. Getting output same as expected.
Please check and let me know 🙂