Challenge #28: Formatting Financial Data
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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.
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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
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A Solution has been posted. Drop by the Solution Center June 7 at noon to review with Gene, We are at the Community Hub.
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That was a challenge.
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Chaos reigns within. Repent, reflect and restart. Order shall return.
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My solution 🙂
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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.
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I kept this one nice and simple
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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!
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see attached
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