Allocating an amount utilizing percentages in another input file.

Hello,

I am new to Alteryx. I am trying to figure out how to allocate a number based on %'s contained in another input file. I want Alteryx to allocate the amount to various entities and give the results on a new tab within excel output.

Example

Investment - DEST

Amount - $100

Allocations - 50% to Fund A, 50% to Fund B.

Result

Fund A

$50

Fund B

$50

Workflow

Accepted answers

philipmannering

Yep. Something like this?

allocate-an-amount.yxzp

All comments

CarliE

@jdkatz1

You will need to use a summarize and join for this. Do you have a dummy data set you can provide?

Thanks!

philipmannering

Hi @jdkatz1

How you do this depends on what format your data comes in.

Take a look at one possible solution (attached),

allocate-an-amount.yxmd

jdkatz1

attached are the sample inputs

Sample - Allocations.xlsx

Sample - Values.xlsx

philipmannering

@jdkatz1

I see. Maybe something like this,

allocate-an-amount.yxmd

jdkatz1

This worked! Is there any way to have 1 output with the original data on the first tab and another tab with the allocated amounts?

philipmannering

Yep. Something like this?

allocate-an-amount.yxzp

jdkatz1

I'm looking for the first tab of the output to be the original data input (the values excel). The second tab of the output would be the allocated amounts by fund.

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