How to calculate a field based on multiple criteria

[Mershel257]

Hi All,

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:

• If all stages for a certain client have a RAG rating of Complete, then put Y in "Current Phase" for the row with the latest date/Live stage (see blue rows)
• If all stages for a certain client have a RAG rating of Not Started, then put Y in "Current Phase" column for the row with the oldest date/Onboard stage (see yellow rows)
• If there's a mixture of different RAG ratings for a client, mark the oldest stage with a RAG rating that isn't "Complete" as the current phase (see green rows)

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!!

Cheers!

[Mershel257]

Hi @atcodedog05 

Working perfectly!! Thank you so much for all your help, really appreciate it 🙂

[atcodedog05]

Happy to help 🙂 @Mershel257 

Cheers and Happy Analyzing 😀

Feel free to reach out if you face any issues 🙂