Creating a Pro Rata Calculated Field

[ll98]

Good morning Alteryx community ...

I have a dilemma where I'm trying to get a pro-rata rate based on Investor Type -- Once I get that rate -- I'll take that pro-rata rate and multiply by holdings to get a pro-rata holdings per Holdings.

Example:

JF1 Holdings

Cost  5000+ 1500 =  6500     

5000 / 6500 = .77

Commitments are   8500

Pro Rata Amount :   .77  * 8500  = 6438.46

1. I need to get a total cost

2. Calculate the pro-rata based on Type

3. Take Rate and multiple by commitment

[Luke_C · Accepted solution]

Hi @ll98 

Would something like this work?