Need help with Sumifs

Question

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 VarFeb VarCustomer NumberSegmentABCABC1Federal      2State      3Federal      4Federal      5State      6Federal      7State      8Federal      9State      10Federal      11State

Community3.xlsx

pankajk · Accepted Answer

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