Need help with Sumifs

[ibrahiminui]

Hello,

I need help with combining the if and the sumifs functions using data in input 1 and input 2 tabs in the attached excel file.

The output format is shown in the table below. It's also highlighted in gray in the output tab of the attached file. I computed the output using excel sumifs. So as to compare the answer using Alteryx. 

Input 1 is the main table, however, only sumif the customer number, if the customer number has a negative value, i.e, <0, in input 2. The excel sumif formula is used in the attached file in output tab.

Your help will be greatly appreciated.

		Jan Var	Feb Var
Customer Number	Segment	A	B	C	A	B	C
1	Federal
2	State
3	Federal
4	Federal
5	State
6	Federal
7	State
8	Federal
9	State
10	Federal
11	State

[pankajk · Accepted solution]

Hi @ibrahiminui - Just did a quick workflow to get you the output..... you can rename the final fields.

Primarily join the 2 datasets and create a formula to do calculations based on the criteria (value on input 2 tab <0 and on input 1 tab = "Add").... cross tab the data and join again. hope it helps..... Pankaj

[ibrahiminui]

Thanks Pankajk,

I like your solutions, exactly the answer I was looking for.

Quick one, Is it possible to have the output file to have only the customer numbers in input 2 tab, instead of all the customer numbers in both input files?

The current output has all the customer numbers in input 1 and input 2 tabs. 

The requirement is to only do the sumifs by the customer numbers in input 2.

Your help would be greatly appreciated.

Thanks

Femi