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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.

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