Allocating a single line item across multiple lines

Question

Evening,

I was wondering if someone knew how to take a single line item entry and split it out across multiple lines using specified criteria.

An example would be:

$1,000 was posted to Product.Account.Cost Center combination 1000.10000.100. The criteria says if anything is on product 1000, it has to split across products 2000, 3000, and 4000 based on prior month expenses in cost center 100. Alteryx would use a table that has last month's product splits for every possible cost center. Last month cost center 100 had 40% in product 2000, 25% in 3000, and 35% in 4000.

So it would say see that product is 1000, look at the cost center in the original entry, match it to the cost center in table of factors, and spread it so $400 lands in product 2000, $250 in 3000, and 35% in 4000.

Thanks in advance!

apathetichell · Answer

Post sample data. You're doing splits/joins and a few other things in your description and it's much easier to show you via a workflow based upon an example than to describe a solution.

ScottLewis · Answer

If you have a product split expressed as a rate (.25 for example) you join the cost center to your table, which puts the full cost in every center, then you calculate the allocation as Rate * Input. If you're putting into some sort of finance production world you should consider checking Sum(Allocated) against the input by center.