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SOLVED

identifying the next gateway in line based on dates

ZoeM
8 - Asteroid

Hello Alteryx Community.

I am trying to create a new field that identifies which milestone is next in a series. In the attached sample data, I have 4 milestones and they are ordered by Start Date. 

How can I identify them/classify them as 'Achieved', 'Next', 'Future' so that as the End Date is populated they change classification?

 

Hope that makes sense.

 

Thanks!

 

3 REPLIES 3
fmvizcaino
17 - Castor
17 - Castor

Hi @ZoeM ,

 

Attached is an example showing how to get that done! I'm using multi-row formula tool to be able to look to records above and insert the right milestone.

Let me know if that works for you.

 

Best,

Fernando V.

ZoeM
8 - Asteroid

Fernando! 

I love it, but I have additional variable to throw in.

If the data is mixed (simple sample added), is there a way to identify by Model then check the Stage and see the dates order to determine the Milestone field?

ZoeM
8 - Asteroid

Never mind Fernando!

It works like a charm, I didn't realize that you were grouping by Model!

 

I love it!

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