Hello Alteryx communauty!
I need your help about a complex used case
Here details:
1st file is Data.xlsx that contains data with book, trading code, hierarchy, etc
2st file is Exceptions2.xlsx that contains rules of exception
3rd file is OutputfileData.xlsx that contains result (yellow value of TPMethodo_Name column are expected value)
The aim is to update the column TPMethodo_Name (column K) from the Data.xlsx file by the value of column Methodology Name (column I) from Exception2.xlsx file
How to read rules of Exception2.xlsx file
Line 2 :
If TPAgree_Code = "EQ_AMT" and TRADINGSITE = "Paris" and STRATEGY contains the word "Options"
Then TPMethodo_Name <-- RS_AMM_MMO
Line 3:
If TPAgree_Code = "EQ_AMT" and TRADINGSITE = "Paris" and STRATEGY contains the word "Stock"
Then TPMethodo_Name <-- RS_AMM_MMO
Line 4 :
If TRADINGSITE = "Shangai" and GLOBALBUSINESSLINE contains the word "FXLM CD"
Then TPMethodo_Name <-- RS_SHANGAI
Line 5 :
If TPAgree_Code = "EQ_AMT" and TRADINGSITE = "Hong Kong" and STRATEGY contains the word "Futures" and SUBSTRATEGY contains the word "Japan"
Then TPMethodo_Name <-- RS_AMM_MMF
Line 6 :
If TPAgree_Code = "CIT_OIL"
Then TPMethodo_Name <-- RS_CITOIL
Like as you see, when a value is empty, we don't take in account
Here you can find the 2 files
Hope you can help me !
Many Thanks
Solved! Go to Solution.
Hello Yes sure I have add it on 1st post message
You can identify expected value with yellow color on column TPMethodo_Name (column K)
Thanks @binuacs but the aim is to use dynamically the values from Exception2 file as parameters not as hard values on workflow
Indeed, the values on Exception2 file will be updated on existing row or new row exception
Hi @Benji27
Here is my take on it:
Note you have a line that meets the rule for both Line 4 and Line 6, so it will pick up which ever comes first in the IF statement logic
Thanks @DavidSkaife but the aim is to use dynamically the values from Exception2 file as parameters not as hard values on workflow
Indeed, the values on Exception2 file will be updated on existing row or new row exception
@Benji27 Okay , I thought you need to implement the formula as well, if you want to only use the values from the exception file you can remove the formula tool and adjust the fields in the join tool according to your requirement