CurrentValue to refer to the current item in the list.
WithName gives a name to the CurrentValue so you have have nested loops
When to use it?
You’ve already used it!
The name of a column
When you have multiple CurrentValues in a formula phrase
Reusing logic
Exercise 1
Let’s start by creating a formula column to see the comparison to WithName. You want to have a column that creates an id for each transaction that has both the shopper id and their purchase.
Your answer:
Date
Shopper
Item Sold
Total Cost
Sales Person
Customer Type
Transaction ID
Date
Shopper
Item Sold
Total Cost
Sales Person
Customer Type
Transaction ID
1
Mar 1
1-shopper
Back to School
$40.00
Maria Marquis
New
2
Mar 2
2-shopper
Fun in the Sun
$43.00
Hannah Rochau
Existing
3
Mar 3
3-shopper
Fancy Dress
$28.00
Maria Marquis
New
4
Mar 3
4-shopper
Fun in the Sun
$43.00
Hannah Rochau
Existing
5
Mar 3
5-shopper
Back to School
$40.00
Maria Marquis
New
6
Mar 4
6-shopper
Fancy Dress
$28.00
Hannah Rochau
Existing
7
Mar 5
7-shopper
Fun in the Sun
$43.00
Hannah Rochau
New
8
Mar 10
8-shopper
Back to School
$40.00
Maria Marquis
Existing
There are no rows in this table
Reveal answer
Date
Shopper
Item Sold
Total Cost
Sales Person
Customer Type
Transaction ID
Date
Shopper
Item Sold
Total Cost
Sales Person
Customer Type
Transaction ID
1
Mar 1
1-shopper
Back to School
$40.00
Maria Marquis
New
1-shopper - Back to School
2
Mar 2
2-shopper
Fun in the Sun
$43.00
Hannah Rochau
Existing
2-shopper - Fun in the Sun
3
Mar 3
3-shopper
Fancy Dress
$28.00
Maria Marquis
New
3-shopper - Fancy Dress
4
Mar 3
4-shopper
Fun in the Sun
$43.00
Hannah Rochau
Existing
4-shopper - Fun in the Sun
5
Mar 3
5-shopper
Back to School
$40.00
Maria Marquis
New
5-shopper - Back to School
6
Mar 4
6-shopper
Fancy Dress
$28.00
Hannah Rochau
Existing
6-shopper - Fancy Dress
7
Mar 5
7-shopper
Fun in the Sun
$43.00
Hannah Rochau
New
7-shopper - Fun in the Sun
8
Mar 10
8-shopper
Back to School
$40.00
Maria Marquis
Existing
8-shopper - Back to School
There are no rows in this table
Exercise 2
Our store provides a bonus if sales people sell over 1000 dollars worth of merchandise to new customers. Will
@Maria Marquis
have a bonus?
Your answer:
Reveal answer
No Bonus
Exercise 3
Our manager likes to follow up with clients based on the type of purchase they have made, and we want a column to show the date that the manager needs to reach out.
If the client bought the
@Back to School
package and the customer is
@New
our manager wants to reach out 1 week later
If they didn’t buy the
@Back to School
package and are not new, our manager wants to reach out 45 days later
Your answer:
Date
Shopper
Item Sold
Total Cost
Sales Person
Customer Type
Manager Follow Up
Date
Shopper
Item Sold
Total Cost
Sales Person
Customer Type
Manager Follow Up
1
Mar 1
1-shopper
Back to School
$40.00
Maria Marquis
New
2
Mar 2
2-shopper
Fun in the Sun
$43.00
Hannah Rochau
Existing
3
Mar 3
3-shopper
Fancy Dress
$28.00
Maria Marquis
New
4
Mar 3
4-shopper
Fun in the Sun
$43.00
Hannah Rochau
Existing
5
Mar 3
5-shopper
Back to School
$40.00
Maria Marquis
New
6
Mar 4
6-shopper
Fancy Dress
$28.00
Hannah Rochau
Existing
7
Mar 5
7-shopper
Fun in the Sun
$43.00
Hannah Rochau
New
8
Mar 10
8-shopper
Back to School
$40.00
Maria Marquis
Existing
9
Mar 11
9-shopper
Fun in the Sun
$43.00
Maria Marquis
New
10
Mar 12
10-shopper
Fun in the Sun
$43.00
Maria Marquis
Existing
11
Mar 15
11-shopper
Back to School
$40.00
Maria Marquis
Existing
There are no rows in this table
Reveal Answer
Exercise 3 Answer
0
Date
Shopper
Item Sold
Total Cost
Sales Person
Customer Type
Manager Follow Up
Date
Shopper
Item Sold
Total Cost
Sales Person
Customer Type
Manager Follow Up
1
Mar 1
1-shopper
Back to School
$40.00
Maria Marquis
New
3/8/2021
2
Mar 2
2-shopper
Fun in the Sun
$43.00
Hannah Rochau
Existing
4/16/2021
3
Mar 3
3-shopper
Fancy Dress
$28.00
Maria Marquis
New
4/17/2021
4
Mar 3
4-shopper
Fun in the Sun
$43.00
Hannah Rochau
Existing
4/17/2021
5
Mar 3
5-shopper
Back to School
$40.00
Maria Marquis
New
3/10/2021
6
Mar 4
6-shopper
Fancy Dress
$28.00
Hannah Rochau
Existing
4/18/2021
7
Mar 5
7-shopper
Fun in the Sun
$43.00
Hannah Rochau
New
4/19/2021
8
Mar 10
8-shopper
Back to School
$40.00
Maria Marquis
Existing
4/24/2021
9
Mar 11
9-shopper
Fun in the Sun
$43.00
Maria Marquis
New
4/25/2021
10
Mar 12
10-shopper
Fun in the Sun
$43.00
Maria Marquis
Existing
4/26/2021
11
Mar 15
11-shopper
Back to School
$40.00
Maria Marquis
Existing
4/29/2021
There are no rows in this table
Exercise 4
We want to format a message for Slack that summarizes the total sales for each person in a bulleted list.
Your answer:
Reveal answer
@Maria Marquis
: $401.00
@Hannah Rochau
: $363.00
Exercise 5
We want one button to add tasks the relevant tasks from the