Agrregations of calculation formulas in Alteryx

[pnaveen]

HI,

I have 2 formulas created in tableau , 1. LOD level of details used for aggregations in table 2. is an IF lese stamtement. I want to define these formulas in alteryx instead in tableau and move them to alteryx workflow. I need some help on defying them the syntax in alteryx. Can anyone please guide me the syntax of these tableau calculations in Alteryx systax, Thanks and appreciated.

1. AUM = { FIXED [Office ID],[Office]:MAX([SMA AM])} 

2.  TEAM title text = IF COUNTD([Office])>1 THEN ATTR([Team])

ELSE ATTR([Office]) END

3. Flow = if [Assign]=1 then [Total AM]
else [Total TTM ]
end

Can anyone please help the above formulas/calculations syntax in Alteryx.

Thanks

[Hsandness]

Do you have sample data you can provide? Sample input with your expected output would be helpful.

[abacon · Accepted solution]

@pnaveen I don't use Tableau anymore but I believe the below functions/tools should get you most/all the way there.

1. LOD expressions just group the data in the calculation so the visual doesn't change based on the available data if I remember correctly, so using a summarize tool grouped on [Office ID] and [Office] with [SMA AM] set to max should get you your answer.

2. You will have to get the distinct count of [Office] using a summarize tool while grouping on the [Office ID] column in the same tool, then you will join it back to the main data on the [Office ID] column, then do your calculation in a formula tool. 

IF [Created Count Field]>1 THEN [Team]
ELSE [Office] END

3. This one will be a simple formula tool.

if [Assign]=1 then [Total AM]
else [Total TTM ]
end

Tableau's calculations are trickier than alteryx so these don't appear that they will take long to convert. If they aren't right, sample data and desired output would be helpful.

Bacon

[caltang]

I remember a time building LODs in Tableau… a long time ago.

Jokes aside, yes - please provide some sample data and desired output. We can help you better that way