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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.
Weekly Challenge
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 Partner

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
Alteryx
Alteryx
 
Asteroid

Easy with guide alongside; thanks for practice exercise!

Asteroid
 
Alteryx
Alteryx

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

 
Atom
 
Bolide

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

 

Spoiler
Workflow 28.JPG

 

Asteroid
 
Fireball

Here's my solution.

 

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

Challenge28.jpg