Challenge #28: Formatting Financial Data
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SueDonim
8 - Asteroid
10-14-2019
09:53 PM
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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

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
MichaelSu
Alteryx Alumni (Retired)
10-15-2019
10:15 AM
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sgrabish1
8 - Asteroid
10-16-2019
07:27 AM
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Inactive User
Not applicable
10-19-2019
05:03 AM
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rahmed
Alteryx Alumni (Retired)
10-22-2019
03:17 AM
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Found this challenge very informative in terms of learning how to use Dynamic tools and use of IF statements in Multi Row Formula tool.
AbbieRoss-Carter
8 - Asteroid
10-22-2019
07:55 AM
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shuchita
5 - Atom
10-23-2019
08:46 PM
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14 - Magnetar
10-30-2019
10:50 AM
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blundebjerg
8 - Asteroid
11-05-2019
10:28 AM
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Dazzerman
11 - Bolide
11-06-2019
02:12 PM
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Here's my solution.
Spoiler
I made my workflow a little overcomplicated by automating most of the column ordering, but it works.
