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Since you are familiar with Excel, I've attached a workflow that should do what you want.
However, this could be done so much easier in Alteryx if you weren't just trying to duplicate what you are doing in Excel! Summarizing data (summing, averaging...) data by some dimension (or time period) and checking it against a threshold is a common use case. The only thing that made this challenging is having to wrangle the data to match the excel spreadsheet.
If you are new Alteryx user, check out the Weekly Challenges to learn how others solve use cases like this!