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Do you have the skills to make it to the top? Subscribe to our weekly challenges. Try your best to solve the problem, share your solution, and see how others tackled the same problem. We share our answer too.
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Challenge #28: Formatting Financial Data

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.

 

 

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

 

Creative Director
Creative Director

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
Alteryx Certified Partner
Alteryx Certified Partner

@JoeM,

 

That was a challenge.


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Alteryx ACE & Top Community Contributor

Chaos reigns within. Repent, reflect and reboot. Order shall return.
Nebula
Nebula

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

 

Spoiler

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Magnetar
Magnetar

My solution


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Magnetar
Magnetar

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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Alteryx Certified Partner

I kept this one nice and simple 

 


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Alteryx Certified Partner

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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Alteryx Certified Partner

see attached


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