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Creating a Pro Rata Calculated Field

ll98
9 - Comet

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

 

 

ll98_0-1615745062433.png

1. I need to get a total cost

2. Calculate the pro-rata based on Type

3. Take Rate and multiple by commitment

 

 

 

1 REPLY 1
Luke_C
17 - Castor
17 - Castor

Hi @ll98 

 

Would something like this work?

 

Luke_C_0-1615747930427.png

 

 

 

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