custom filter alteryx multiple text criteria

[CR2019]

I'm trying to use this 

[CLIENT_NAME] IN ("xxx","yyy", "zzz") to filter the clients which contain those words but when i look at my results, i see very few results (which are on the False output) - not sure why

[MarqueeCrew]

My guess is case sensitivity.

Lowercase([CLIENT NAME]) in ("aaa", "bbb")

Where all listed names are in lowercase.

Cheers,

Mark

[JosephSerpis]

Hi @CR2019 you could try this syntax Contains([CLIENT_NAME], "zzz") or Contains([CLIENT_NAME] , "yyy") or Contains([CLIENT_NAME] ,"xxx")

[CR2019]

Hi, Many thanks

The words i want to pull are mixed, some are in capital letters, some small letters... e.g. NHS, hospital, Trust... how can i include this?

[MarqueeCrew]

Simply type the list in lowercase.

An alternative is to use FIND REPLACE and append the matching term. Follow this with a filter. It is an easier and faster approach than contains. It is flexible and not case sensitive.

Cheers,

Mark

[danilang · Accepted solution]

Hi @CR2019 

The IN command doesn't look for the items in brackets in the field, it returns those cases where the value in the field completely matches one of the items being searched for.  For instance 

[Field 1] IN ("hospital","teaching") will not match "this is a teaching hospital", but it will match both "hospital" and "teaching" on their own

Field 1	Match
This is a teaching hospital	False
teaching	True
hospital	True
teaching hospital	False

Both the Find Replace strategy from @MarqueeCrew and the Contains concept from @JosephSerpis look within the field to match specific strings and should work for your situation.

Dan 

[CR2019]

ah, thank you! very clear now. i used the contains option 🙂