Help with code transfer from tableau to alteryx

Question

Hi guys!

I need help! I have this logic in tableau that i wish to transfer to alteryx: the code in tableau looks as follows:

RUNNING_SUM(SUM(if [Type] = "Demand" then [Quantity] else 0 END)+SUM(if [Type] = "Supply" or [Type] = "Planned supply" then [Quantity] else 0 END)+SUM(if [Type] = "Inventory" then [Quantity] else 0 END))

I want to trafer this to alteryx - I was thinking something along make a new filed with the quantity for everyhting that contains the relevant type and then do and running sum grouped by year, but I cant seem to get it to work. I have data that is not any of the above types and that shouldn't be in the formula.. I have data such as

date,

quantity

type

I hope you guys have any ideas

BrandonB · Answer

Please correct me if I am off a little here, but my initial thoughts are something like

1.) This is possibly what your data would look like

2.) Filter for only the values in the Type column that you want to sum

3.) Summarize Tool where you group by date and sum quantity

4.) Running total tool that creates a running total on the Sum_Quantity field

I feel like this should probably get you very close or at least headed in the right direction. Does this help?

Example.yxmd

table.xlsx