Application of pro rata discount

healsio2025

(1) tab 1 situation

What Alteryx tool could I use to apply pro rata discount to supermarket's sales receipts?

The promotion was $30 any sales receipts for the 30th anniversary day.

(2) tab 2 situation

I only want to keep the highlighted area for my permanent sales records since several items were typically sold under one receipt number 111, 112, 113, etc. what tools should I apply in my workflow? So a sample of the out put would be like this without itemization:

Sales Receipt 111 totaling $39

Sales Receipt 112 totaling $132

Sales receipt 113 totaling $50

Thanks.

supermarket sales receipt.xlsx

Yoshiro_Fujimori

For (1), when you want to get the ratio from the total, one of the patten is to use Summarize tool and then Append Fields tool.

Workflow

#	Product	Regular price	Sum_Regular price	promotion	Sales Price	Discount applied
1	fruit	5	33	30	4.55	0.45
2	vegetable	7	33	30	6.36	0.64
3	meat	12	33	30	10.91	1.09
4	diary	4	33	30	3.64	0.36
5	flowers	5	33	30	4.55	0.45

For (2), you can "group by" [Sales Receipts] with Summarize tool and add the sum field to the original table with Join tool

Items	Price	Sales Receipts	Total
milk	8	111	39
fruit	6	111	39
bread	5	111	39
drink	10	111	39
flower	10	111	39
jam	25	112	132
fish	33	112	132
pork	20	112	132
beef	25	112	132
shrimp	29	112	132
frozen	20	113	50
breakfast	8	113	50
coffee	10	113	50
tea	10	113	50
lemon	2	113	50

Both of the above are popular patterns in your daily Alteryx life.

Hope this helps. Good luck.

workflow.yxmd

workflow2.yxmd