Excel Sumifs Removing Duplicates

[macksoudn]

Hi team,

This is probably easy to do and I am missing something.  But, I want to be able to join 4 different data sets with the same exact fields, summing the data under the months.  Which I did via a union, however there are duplicate orgs, accounts, etc.  In Excel, I had another tab that took the four criteria needed for the sumifs and kept the same format intact for the months/numerical data.  Wondering how to accomplish this in Alteryx.

[Claje · Accepted solution]

Hi,

The Summarize tool should accomplish what you are looking for.

I've attached an example workflow (packaged to include your excel file)

[macksoudn]

Perfect, thank you!  This is what I needed.