Need Capital/Gain Calculation in Alteryx Designer

Question

Hi Team,

I wish to create a Capital Gain calculation output using Alteryx Designer. To make things clear I am attaching an excel file "Capital-Gain Calculation.xlsx" which has the following worksheets:

Data - Data as received in Input. Need to Calculate two columns over here "Basket Trend" and "Price per share". For formula please select cell and you will get it.

OUTPUT Calculation - Manual Calculation as done in excel (For a given CONCAT at each SELL Transaction we need to do a Capital Gain  calculation by squaring off the Sell quantity to the Buy Quantity available at that SELL Transaction date). Need to implement this calculation in Alteryx Workflow.

Output Required - Desired Output in excel format from Alteryx Designer Workflow

Looking forward for your valuable insights and solution.

Best Regards,

Tej

Capital-Gain Calculation.xlsx

Tej_Singh · Answer

Thanks @CoG.  I will definetly check and revert back. Thank you so much for taking out time and providing a possible solution to my problem.🙏

CoG · Answer

A few things I'm not certain of with regards to the output, but I did manage to build a workflow that meets the expected output! This was quite fun to put together and involved a nested iterative macro in a batch macro. Here you are.

Batch:

Iterative Macro 1:

Iterative Macro 2:

Capital Gain Main.yxzp

CoG · Answer

The short answer is yes, but it would be tricky to implement, requiring what I think will only need to be a double-nested iterative macro. What would happen in the event (or is it even possible) that the calculations end with pending sell qty?