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Multiple "IF" conditions

kmontoya
7 - Meteor

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! 

 

2 REPLIES 2
patrick_digan
17 - Castor
17 - Castor

@kmontoya Try something along these lines:

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

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:

FieldTermDecision
instrument typecashflowExclude

 

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")