Challenge #28: Formatting Financial Data

[GeneR]

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]

---

Spoiler

---

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]

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

[MarqueeCrew]

@JoeM,

That was a challenge.

This post has been edited by Community Moderation to redact sensitive attachments. The original attachment has been replaced by post_placeholder.txt.

[SeanAdams]

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

Spoiler

This post has been edited by Community Moderation to redact sensitive attachments. The original attachment has been replaced by post_placeholder.txt.

[NicoleJohnson]

My solution 🙂

Spoiler

This post has been edited by Community Moderation to redact sensitive attachments. The original attachment has been replaced by post_placeholder.txt.

[estherb47]

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

This post has been edited by Community Moderation to redact sensitive attachments. The original attachment has been replaced by post_placeholder.txt.

[LordNeilLord]

I kept this one nice and simple 

Spoiler

This post has been edited by Community Moderation to redact sensitive attachments. The original attachment has been replaced by post_placeholder.txt.

[Laurap1228]

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!

Spoiler

This post has been edited by Community Moderation to redact sensitive attachments. The original attachment has been replaced by post_placeholder.txt.

[nick_ceneviva]

see attached

This post has been edited by Community Moderation to redact sensitive attachments. The original attachment has been replaced by post_placeholder.txt.