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SOLVED

TEXTJOIN like function conditional concatenate

daavvt
5 - Atom

Hi- I am fairly new to Alteryx. 

In Excel, I would use TEXTJOIN as an array function to conditionally return all the entries that matched the criteria. (See: https://www.howtoexcel.org/formulas/how-to-conditionally-concatenate-a-range-formula/)

 

Is there a way to do this in Alteryx? I am looking to create a readout that displays all the products billed to a client, so my source sheet might have a client ID, then many entries with that id with different product names, and I want to put them all into a single cell (preferably with a carriage return as delineator to help make it readable). 

Here is a mock-up where the left two columns would be the source data and the right two would be an example of the output:

 

Client IDProduct   Client IDProducts
1A   1A
B
C
G
1B   2A
1C   3B
D
2A   4B
C
3B   5A
3D     
1G     
4B     
4C     
5A     

 

Thanks for any help you can give. 

2 REPLIES 2
bpatel
Alteryx
Alteryx

HI @daavvt ,

 

You can use the summarize function to group by client id and concatenate by product

bpatel_0-1597427000304.png

Hope this helps!

 

daavvt
5 - Atom

Thanks for the answer, I realize I was really hoping for something that combined steps- I bet that happens often with Alteryx. Leads me to two follow up questions:


1. is there a way to designate a carriage return in the concat bit of summarize rather than a character? 

 

2. So i had done what you are describing in a way, but it seemed complicated. Now I have this large-ish data set and I have products with categories. My current solution is to break up the data with multiple filters into my 5 or so categories and then use summarize to concat the product names. Then I will combine them back together. Is there a way to do this in less steps or does it even matter?

 

Thanks so much for the reply. 

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