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
Solved! Go to Solution.