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## Challenge #28: Formatting Morningstar Data

Alteryx Alumni (Retired)

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

Sorry for the delay this week.  Yesterday (Monday) was Memorial Day, a US holiday to honor those that died in active military service.   This will be the last challenge until June 13th due to the Alteryx Inspire Conference being held next week in San Diego California.  For those of you attending the conference there will be a group review of this challenge at the community hub where you can share your solution.  It should be a great way to see firsthand how many possible solutions a single exercise can have.   We may even come up with a prize for the most elegant solution presented by a customer.

The challenge requires you to prepare and format a data feed coming from a financial service API.

Use Case:  A company has to process Morningstar Data detailing American Funds Fixed Income Funds for their visualization tool.  Today this is a manual process in Excel.

Objective:  Please 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.

I look forward to meeting many of you at Inspire 2016!

Asteroid

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

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

That was a challenge.

Alteryx ACE & Top Community Contributor

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

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

Spoiler
'cept used a filter with a row ID instead of the sampler.   Prefer the provided solution!

Looking at @MarqueeCrew's solution - it's interesting to see an approach that just uses copy-down multi row formulas for the whole thing.
Magnetar

My solution :)

Spoiler
Pulsar

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
Spoiler
Alteryx Certified Partner

I kept this one nice and simple

Spoiler
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!

Spoiler

Alteryx Certified Partner

see attached