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Alteryx Designer Desktop Discussions

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SOLVED

Help with excel "Addition" function in Alteryx

Taxguy03
9 - Comet

Hi Experts, 

 

Need your help. We have data that represent payments and refunds.  Payments are positive numbers and refunds are (negative numbers). We need to have all the positive numbers added to a total and negative numbers added to a total (may be in two different columns).

 

We have tried formula took and Summarize tool, but it's getting messy and not working. 

 

Looking for your expertise and an efficient  workflow for this project. Attached is an excel sample file. 

 

Thank you. 

 

4 REPLIES 4
Aaron_Harter
11 - Bolide

Hi @Taxguy03

 

You may be able to Filter the positive & negative amounts into separate streams, Summarize the Totals as desired, then Append the data set back together:

taxguy03.PNG 

Taxguy03
9 - Comet

Thank you, Aaron. You made the workflow look so easy.

 

Thanks for the great job you and the community are doing. 

 

By the way, like all your YouTube tutorials on Alteryx. 

 

Have a great day and stay safe. 

Aaron_Harter
11 - Bolide

Thanks @Taxguy03, I appreciate the kind words!

 

I hope Alteryx is helping you have a less stressful busy season this year. Best of luck on your Alteryx journey and stay safe!

Taxguy03
9 - Comet

Likewise, Aaron. 

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