Adding more steps to existing workflow (summation and deduction using existing data)

Question

Hi I have existing workflow attached. Could anyone please take a look at the excel flow chart attached and advise how to add summation and deduction using the existing data, adding to the existing workflow? its the step 6 in excel cell T6 that needs to be added to the existing workflow to come up with subpart F income in cell T28.

Thank you for your help! I am just testing for now if Alteryx is better than excel to use for our calculations.

AlteryxVlookup.yxzp

Alteryx 2021 Testing TB workflow 5.8.2023 (V2).xlsx

Yoshiro_Fujimori · Accepted Answer

Hi @Henricus ,

Here is one way of doing this. I hope this helps.

Your "Imported Table" has duplicate keys in the table.

So I took the liberty of applying Unique tool.

It happens to be matching with your expected result.

But I recommend reviewing it to remove duplicates.

If you want to create a report, you can do it using Reporting tools.

Check the Tool Mastery articles around Table and Layout tools.

Good luck.