[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
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.
Solved! Go to Solution.
Is Col D the same as Monthly Return ?
Can you attach the spreadsheet so we have some data to use ?
Yes, sorry Col D = Monthly Return. Please see edited post with data attached.
Thanks!
Simple, use a Multi-Row Tool ...
The important settings are ...
- Make the new column a float (or double)
- Group By Investor ID
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.
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