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Multi Condition Match Formula

mustufa2019
8 - Asteroid

I am trying to create a multi factor match on the below fields. I want to create a flag/report showing if all the following fields match (Invoice, Invoice Date, Supplier, and Pay Amt). if these fields match I would like to see them in a separate report. Below is a sample data table I created for reference. The row in bold below have these fields matched.

 

Any help would be highly appreciated!

 

 

VoucherInvoiceInvoice DateSupplierDue DateEnteredPay AmtUserLocation
23434231-a10/5/20186567/1/20195/1/20185,000.00JkhanNYC
98715431-15/2/20195456/3/20196/1/20183,000.00MaliLA
32114231-a10/5/201865612/2/20187/2/20195,000.00SsmithSF
47215671-011/2/20197276/1/20195/1/20183,000.00JsmithLA
23114321-b4/2/20194315/4/20186/2/20171,000.00DhudsonOH
75635671-05/6/20187275/2/20194/12/20192,000.00MrichardsonFL

 

 

6 REPLIES 6
T_Willins
14 - Magnetar
14 - Magnetar

Hi @mustufa2019,

 

An easy way to get this information is using a Unique tool and looking at the Duplicate anchor.

 

Multi Condition Match.png

 

fmvizcaino
17 - Castor
17 - Castor

Hi @mustufa2019 ,

 

Attached is an example showing how to do it.

fmvizcaino_0-1582767463554.png

 

 

Take a look and let me know if this makes sense to you.

BEst,

Fernando Vizcaino

mustufa2019
8 - Asteroid

@fmvizcaino thank you so much! this worked perfectly with the actual data.

 

@T_Willins thank you for the help as well!

mustufa2019
8 - Asteroid

@fmvizcaino There is one additional condition I am trying to create. I want to create a flag/report when fields Invoice, Invoice Date, and Gross Amt match but field Supplier is different. I ran the same workflow you showed and updated the settings but I think there needs to be an additional condition created to apply different "supplier" rule. See below screenshots:

 

 

Unique Tool

Screen1.PNGScreen2.PNG

 

In this, you can see even if the "supplier" field is same, it still shows up. But I want a condition that would spit a report of records with Invoice, Invoice Date, and Gross Amt matched but field Supplier different. Is this something you can help with?

 

Screen3.PNG

 

 

 

fmvizcaino
17 - Castor
17 - Castor

Hi @mustufa2019 ,

 

I've inserted one more row in my example with a different supplier. Check if this separation makes sense to you 🙂

Let me know if you need further help.

Best,

Fernando Vizcaino

mustufa2019
8 - Asteroid

@fmvizcainothanks for sharing this. One question, why do we need to have step 2 and 3 before we ran the additional condition of duplicates with different supplier (see screenshot 1)? Is there a way I can have this condition in a separate workflow?

 

I have multiple conditions I am trying to create, see screenshot 2. I used your workflow as a guide but wanted to see what the purpose of the first two steps are and if I can have separate workflows with my different conditions.  

 

Screenshot5.PNG

 

 

Screenshot 2

Screenshot4.PNG

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