In case you missed the announcement: The Alteryx One Fall Release is here! Learn more about the new features and capabilities here
ACT NOW: The Alteryx team will be retiring support for Community account recovery and Community email-change requests after December 31, 2025. Set up your security questions now so you can recover your account anytime, just log out and back in to get started. Learn more here
Start Free Trial

Alteryx Designer Desktop Discussions

Find answers, ask questions, and share expertise about Alteryx Designer Desktop and Intelligence Suite.
SOLVED

Is it possible to convert the following SUMPRODUCT formula in Alteryx?

akinch001
5 - Atom

[EDITED]

 

Hi Alteryx Community,

 

I would like to create a workflow that computes each investors' monthly returns. (GAV-Prior month GAV)/Prior month GAV but using an array

 

akinch001_0-1630643347037.png

 

The formula I am using in Column D is:

 

=(SUMPRODUCT(--($C:$C=$C2),--($A:$A=EOMONTH($A2,0)),$B:$B)-SUMPRODUCT(--($C:$C=$C2),--($A:$A=EOMONTH($A2,-1)),$B:$B))/SUMPRODUCT(--($C:$C=$C2),--($A:$A=EOMONTH($A2,-1)),$B:$B)

 

Is it possible for this work in Alteryx?!

 

Thanks in advance.

4 REPLIES 4
cmcclellan
14 - Magnetar

Is Col D the same as Monthly Return ?
Can you attach the spreadsheet so we have some data to use ?

akinch001
5 - Atom

Yes, sorry Col D = Monthly Return.  Please see edited post with data attached.   

 

Thanks!

cmcclellan
14 - Magnetar

Simple, use a Multi-Row Tool ... 

 

cmcclellan_0-1630644166178.png

 

 

The important settings are ...

- Make the new column a float (or double)

- Group By Investor ID

 

akinch001
5 - Atom

Thank you for the solution!

 

Only thing I would add to improve this solution is a Sort tool so that your input data does not need to be in date order beforehand.

Labels
Top Solution Authors