Help in transforming an excel formula into Alteryx workflow

[kunalkhanna1132]

Hey guys!

I would like your help in automating this excel formula G2=SUMIFS('Lity'!E:E,'Lity'!AE:AE,1,'Lity'!E:E,AJ2) in Alteryx.

This is the formula for a column in which as rows change AJ row number increases in formula too.

I would like if someone could help me give detailed steps on how to automate this particular formula. Lity is another sheet.

[kunalkhanna1132]

Im thinking of doing it like this.

Step1:Input both the main sheet and Lity.
Step 2:Filter using the condition AE=1
Step 3:Summarize Lity by E
            Group by E, Sum E
Step 4: Join by L-Main table, R-Output from Summarize, joining on AG=E
Step 5: Union the J output of join with L output of join
Step 6: Formula tool: IF ISNULL([SUM_E]) THEN 0 ELSE [SUM_C] ENDIF

Does this work?

[KGT]

It's a little interesting working it out in my head, but try this:

Input Main Sheet

• Grab AJ2 value

Input Lity Sheet

• Append AJ2 to data
• Formula (New Field called [FieldSum) with IIF([AE]==1 && [E]==[AJ],[E],0) ------ Edited after re-reading the question and seeing the 1 in the formula.
• Summarise Tool to sum [FieldSum]

Edit: Changed formula from 

• Formula (New Field called [FieldSum) with IIF([E]==[AE],[E],[AJ2]) to 

[Qiu]

@kunalkhanna1132 
Do you have any sample input and outout you can share?

[kunalkhanna1132]

Hey @Qiu I don't have a sample input or output. I'm just checking if my train of thought is correct for automating this formula in Alteryx.

[stevemarkovick]

I’ve faced the same challenge when moving logic from Excel to Alteryx. The key is breaking the formula into smaller steps using Alteryx tools—like Formula, Multi-Row, or Summarize—rather than trying to replicate it in one go. Sometimes a simple IF in Excel becomes a conditional expression in Alteryx. Once I stopped thinking “cell by cell” and more in terms of workflows, it clicked.