Help with excel "Addition" function in Alteryx

Hi Experts,

Need your help. We have data that represent payments and refunds. Payments are positive numbers and refunds are (negative numbers). We need to have all the positive numbers added to a total and negative numbers added to a total (may be in two different columns).

We have tried formula took and Summarize tool, but it's getting messy and not working.

Looking for your expertise and an efficient workflow for this project. Attached is an excel sample file.

Thank you.

Total Tax Pmt-refund.xlsx

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Accepted answers

Aaron_Harter

Hi @Taxguy03,

You may be able to Filter the positive & negative amounts into separate streams, Summarize the Totals as desired, then Append the data set back together:

2020-04-20 5.yxmd

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Aaron_Harter

Hi @Taxguy03,

You may be able to Filter the positive & negative amounts into separate streams, Summarize the Totals as desired, then Append the data set back together:

2020-04-20 5.yxmd

Taxguy03

Thank you, Aaron. You made the workflow look so easy.

Thanks for the great job you and the community are doing.

By the way, like all your YouTube tutorials on Alteryx.

Have a great day and stay safe.

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