Line level Allocation

[Learner09]

Hello everyone,

I am working on an Alteryx workflow to calculate allocation at the line level based on specific conditions. I would greatly appreciate any guidance or assistance in creating this workflow.

Thank you in advance for your help!

[Raj]

@Learner09 
can you share the logic to get min amount.
will be in better position to help.

[Learner09]

@Raj Min amount directly comes from the backend system where the logic doesn't work correctly, that is why I am trying to allocate the MIN amount based on the Total Amount percentage. 

[CoG]

What @Raj means is how do you need to "allocate" Total Amount to calculate the MIN Amount? If MIN Amount did not exist in your data set, by what process (with details) would you calculate it? For Example:

1. Do you start with an aggregated [MIN Amount] that needs to be allocated across the entire data set? Or should it be based off of the total for each [Cust ID]?
2. Alternatively, Can you somehow calculate the [MIN Amount] knowing only the values in the [Total Amount] column?

Answers to these questions + Other details would be very helpful.

[Learner09]

@CoG Hello Andrew, thank you for the explanation, Please see the attached file, hope it will help you to understand the MIN amount calculation and allocation.

[CoG]

Here you are, a simple and easily modifiable way to perform this calculation.