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Challenge #28: Formatting Financial Data

SueDonim
8 - Asteroid

Guessing there are a few steps I could remove....

 

Spoiler
Good exercise for sampling, dynamic rename and various cleanup tasks

Process:
- Upper thread strips out the as of date and ultimately appends it to the other data
- Lower thread
  -- Skip blank records
  -- Rename fields with top row
  -- Extract ShareClass data with Formula and Multi-Row Formula
  -- Delete the records where ShareClass was derived (Null in Fund fields)
  -- Clean-up and append to date

MySolution.PNG
MichaelSu
Alteryx Alumni (Retired)
 
sgrabish1
8 - Asteroid

Easy with guide alongside; thanks for practice exercise!

Inactive User
Not applicable
 
rahmed
Alteryx Alumni (Retired)

Found this challenge very informative in terms of learning how to use Dynamic tools and use of IF statements in Multi Row Formula tool.

 

Spoiler
Week 28- RA Solution.PNG

AbbieRoss-Carter
8 - Asteroid
 
shuchita
5 - Atom
 
T_Willins
14 - Magnetar
14 - Magnetar

Reposting to get challenge tracker to work as attachment and spoiler were deleted.

 

Spoiler
Workflow 28.JPG

 

blundebjerg
8 - Asteroid
 
Dazzerman
11 - Bolide

Here's my solution.

 

Spoiler
I made my workflow a little overcomplicated by automating most of the column ordering, but it works.

Challenge28.jpg