Dynamics records with conditions

[ClementSo]

Hello,

I would like to generate a classification of recording with two conditions.

• first conditon "type"
• second condition "email"

type	name	email_manager	classification_of_the_recording
fall	romain	tata@toto.fr	1
in 3 months	thomas	tata@toto.fr	1
undated	lucile	tata@toto.fr	3
fall	marc	tata@toto.fr	2
in 3 months	stephane	tata@toto.fr	2
undated	julie	tonton@toto.fr	1
fall	marion	tonton@toto.fr	1
in 3 months	nathalie	tonton@toto.fr	1
undated	louis	tonton@toto.fr	2
fall	mathilde	tonton@toto.fr	2
in 3 months	jerome	tonton@toto.fr	2
undated	anastasia	tonton@toto.fr	3

the desired result is in the column "classification_of_the_recording".

Can you help me ?

Clement

[Ladarthure]

Hi @ClementSo,

could you explain how you would calculate it in Excel or in other ways, because I don't see how the first line and second line get the same classification, and also how they have the same as the 6th.

[ClementSo]

Hi @Ladarthur,

there are three types of population: fall / in 3 months / undated

then each person has a manager.

the manager allows me to make a key for the edition of his personalized report.

I have to present three columns with one name per row per type.

to do so I make a classification which allows me to start the list of names by column by filling each row one after the other.

i don't know how to do it with excel.

kind regards,

Clement

[Ladarthure]

Ok, but so why do you have in your classification 2 first line at 1, then third at 3 and then going to 2, it doesn't seem to follow any logic to me, or at least not one I can do in Altreryx

[ClementSo]

the classification is made in relation to the type

[ClementSo]

Arthur,

J'ai fait le point avec Jérémie Martin (SYSTRA), il m'a présenté l'outil "Multi-Row Formula", j'ai pu répondre à ma problématique.

Merci pour ton aide.

Cordialement,

Clément

[clmc9601 · Accepted solution]

Hi @ClementSo,

Multi-row formula will work, or a simpler solution is using Tile to group by, as shown below. It matches your desired output for all but the third record (If I understood your logic correctly, the classification should be "1" instead of "3"?), so I flagged it with false in the workflow. 

 

[ClementSo]

Hi clmc,

actually your solution with the tile tool is really easy to implement and simplifies my workflow considerably.

clément