Hello,
I am brand new to Alteryx and am trying to create a new field in the primary table [Table 1], which has all other information. [Table 1] has all relevant information I need but has many different currencies. I need to create a formula so that I have one column with all the same currencies. My currency [CUR] information sits in another data table [Table 2] and lists all the currencies and the exchange rate [XRATE] for each month.
How do I create a field in [Table 1] that will look up the currency [CUR] AND period [PER] (i.e. month) from [Table 1] in [Table 2] to return two values from [Table 2] if the prior two conditions are met? The two values to be returned would help me to later create a formula to calculate the transaction amount in all USD.
Another note which makes this more complicated is that [Table 2] has a field which indicates whether I will need to either multiply or divide the [XRATE] to get the currency to USD. In a best case scenario, it would read the period/month and currency and calculate the transactional amount into USD in one action.
Perhaps this is too complicated for a beginner but hoping Alteryx can provide quicker solutions for me.