Need to do a sumifs on <= date

[pateldev22]

I need to basically do a sumif on a value in column C and group by initiative and date (for any date <= current row date)

i've attached my workbook

[AbhilashR]

Hi @pateldev22, given what you are looking to compute, you can achieve your results in two ways:

1) Using the following logic within the multi-row formula tool 

IF [Date]>=[Row-1:Date] 
	THEN [Undiscounted]+[Row-1:SUMIF_OUTPUT]
ELSE [Undiscounted]
ENDIF

or

2) Using Alteryx's native RunningTotal tool

I hope this helps.

[RobertOdera]

Hi, @pateldev22 

Try this.

Please mark as solution + like, if it works for you.

The workflow is attached.

Cheers!

[pateldev22]

this does not work, sorry in my example i only had one unique date, but in my real data set i have multiple dates

[AbhilashR]

Hi @pateldev22, the multi-row formula approach should work if you have multiple dates. Could you provide a sample set with repeated dates and expected sumif values?

[pateldev22]

hi abilash, please see attached

[pateldev22]

here is a flow that i've been messing around with thanks to someone else in the community

[AbhilashR · Accepted solution]

Hi @pateldev22, please give the attached approach a try on your larger dataset.

[jake_l_bird]

This worked perfectly as sumif on multiple criteria thank you.