Multiple "IF" conditions

[kmontoya]

Hello, 

I have a set of data that needs to have filters and categorize it from excluded or included based on multiple things. Is there a way I can create a key or legend in alteryx to have this flow? 

For example, If

• "instrument type" = cashflow - "excluded"
• "exchange" = AVG or GTO = "Excluded"
• anything else needs to say included 

thank you in advance! 

[patrick_digan · Accepted solution]

@kmontoya Try something along these lines:

 IF [instrument type] = "cashflow" or [exchange] in ("AVG","GTO") then "Excluded" else "Included" endif

[KGT]

The formula above is easiest.

If you have a list of 75 items, that may not work. I would do this by creating a look-up table and then use a find replace to append the include/exclude.

The lookup table would be like this:

Field	Term	Decision
instrument type	cashflow	Exclude

Then either use that trickily on the whole set at once, or use a filter for each [Field] term and apply once at a time.

• Once at a time would need to consider how to evaluate whether each row is include/exclude. I would use record ID, Summarise(Concatenate) and a formula for IIF(Contains([concat_decision],"excluded"),"Excluded","Included")