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Challenge #28: Formatting Financial Data

GeneR
Alteryx Alumni (Retired)

The link to last week’s challenge (challenge #27) is HERE

   

Use Case:  A company has to process financial data for their visualization tool.  Today this is a manual process in Excel.

 

Objective:  Build a process in Alteryx that automates the formatting of the daily data feed.

 

Note: This data comes in daily and is always in the exact same format.

 

 

markp201
8 - Asteroid

 
Spoiler
 

Capture.JPG

Build date

IF StartsWith([F1],'Ranks') THEN
  Replace(F1,'Ranks as of ','')
ELSE
  [Row-1: Date]
ENDIF

 

Build ShareClass

IF IsNull(F2) AND NOT IsNull(F1) AND NOT StartsWith(F1,'Ranks') THEN
  [F1]
ELSE
  [Row-1: ShareClass]
ENDIF

 

TaraM
Alteryx
Alteryx

A Solution has been posted. Drop by the Solution Center June 7 at noon to review with Gene, We are at the  Community Hub.

Tara McCoy
MarqueeCrew
19 - Altair
19 - Altair

@JoeM,

 

That was a challenge.


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Alteryx ACE & Top Community Contributor

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SeanAdams
17 - Castor
17 - Castor

Tackled this much the same way as the provided solution from @TaraM / @GeneR 

 

Spoiler

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NicoleJohnson
14 - Magnetar
14 - Magnetar

My solution 🙂


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estherb47
15 - Aurora
15 - Aurora

Took a different approach than the last cleaning exercise, where I split out the headers and rejoined them. Did this all with formulas, select, filters.



Spoiler

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LordNeilLord
15 - Aurora

I kept this one nice and simple 

 


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Laurap1228
11 - Bolide

I feel like I cheated a bit on this challenge because it was one of our training exercises at Data School. So I gave myself the added challenge of finding a different solution to the one we came up with in class!

 

 


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nick_ceneviva
11 - Bolide

see attached


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