Good afternoon all, I need help as I am struggling hard to replicate a Circular Ref! I have in Excel. I am replicating an Forecast excel workbook in Alteryx for Finance and they have a key denominator that impact all other tasks ahead. Could you please help, that would be great! Many thanks, Edith Direct Costs Copy past ValueMe calculatingCategoryVendor Category and Vendor ConcatenatedExpected Monthly Direct CostMonthly ForecastDirect Cost % HW/SW InfraBlue MarbleHW/SW InfraBlue Marble $ 10,210.8510,210.851.00100%HW/SW InfraBoxHW/SW InfraBox $ - 8,796.751.00100%HW/SW InfraCatena TechHW/SW InfraCatena Tech $ 39,873.9739,873.971.00100%HW/SW Infra Cloudera HW/SW InfraCloudera $ 11,635.1711,635.171.00100%Data CenterColtData CenterColt $ 30,718.9450,000.000.6161%Voice & DataColtVoice & DataColt $ 45,384.8962,866.670.7272%HW/SW InfraDenodoHW/SW InfraDenodo $ 13,714.9813,714.981.00100% Direct Costs Copy past ValueMe calculatingCategoryVendor Category and Vendor ConcatenatedExpected Monthly Direct CostMonthly ForecastDirect Cost % HW/SW InfraBlue Marble=CONCATENATE(A3,B3)=E3*F310210.85416666671=+D3/E3HW/SW InfraBox=CONCATENATE(A4,B4)=E4*G48796.751=+D4/E4HW/SW InfraCatena Tech=CONCATENATE(A5,B5)=E5*F539873.97222222221=+D5/E5HW/SW InfraCloudera=CONCATENATE(A6,B6)=E6*F611635.16666666671=+D6/E6Data CenterColt=CONCATENATE(A7,B7)=E7*F7500000.614378714502828=+D7/E7Voice & DataColt=CONCATENATE(A8,B8)=E8*F862866.66666666670.721922946666667=+D8/E8HW/SW InfraDenodo=CONCATENATE(A9,B9)=E9*F913714.97583333331=+D9/E9

Replicate Circular Ref! in Alteryx

Good afternoon all,

I need help as I am struggling hard to replicate a Circular Ref! I have in Excel.

I am replicating an Forecast excel workbook in Alteryx for Finance and they have a key denominator that impact all other tasks ahead.

Could you please help, that would be great!

Many thanks,

Edith

Direct Costs				Copy past Value	Me calculating
Category	Vendor	Category and Vendor Concatenated	Expected Monthly Direct Cost	Monthly Forecast	Direct Cost %
HW/SW Infra	Blue Marble	HW/SW InfraBlue Marble	$ 10,210.85	10,210.85	1.00	100%
HW/SW Infra	Box	HW/SW InfraBox	$ -	8,796.75	1.00	100%
HW/SW Infra	Catena Tech	HW/SW InfraCatena Tech	$ 39,873.97	39,873.97	1.00	100%
HW/SW Infra	Cloudera	HW/SW InfraCloudera	$ 11,635.17	11,635.17	1.00	100%
Data Center	Colt	Data CenterColt	$ 30,718.94	50,000.00	0.61	61%
Voice & Data	Colt	Voice & DataColt	$ 45,384.89	62,866.67	0.72	72%
HW/SW Infra	Denodo	HW/SW InfraDenodo	$ 13,714.98	13,714.98	1.00	100%

Direct Costs				Copy past Value	Me calculating
Category	Vendor	Category and Vendor Concatenated	Expected Monthly Direct Cost	Monthly Forecast	Direct Cost %
HW/SW Infra	Blue Marble	=CONCATENATE(A3,B3)	=E3*F3	10210.8541666667	1	=+D3/E3
HW/SW Infra	Box	=CONCATENATE(A4,B4)	=E4*G4	8796.75	1	=+D4/E4
HW/SW Infra	Catena Tech	=CONCATENATE(A5,B5)	=E5*F5	39873.9722222222	1	=+D5/E5
HW/SW Infra	Cloudera	=CONCATENATE(A6,B6)	=E6*F6	11635.1666666667	1	=+D6/E6
Data Center	Colt	=CONCATENATE(A7,B7)	=E7*F7	50000	0.614378714502828	=+D7/E7
Voice & Data	Colt	=CONCATENATE(A8,B8)	=E8*F8	62866.6666666667	0.721922946666667	=+D8/E8
HW/SW Infra	Denodo	=CONCATENATE(A9,B9)	=E9*F9	13714.9758333333	1	=+D9/E9

Workflow

Reporting

If you have a circular reference in Excel, you can't fix that problem by using Alteryx.

Column D needs a value from column G. And column G needs a value from column D. No software can fix this logic problem.

How would you perform the calculations manually? Which fields need to be calculated first, second, third?

Chris

Are the any specific issues you are encountering?

It doesn't look like your formulas need data from other rows (where you would use a Multi-row tool).

Do Formula tools not work for you? Do you need help to identify which Functions to include in the Formula tool?

Chris

Hey ChrisTX,

Yes, I need help to identify which Functions to include in the Formula tool and in which order to get to the result.

My apologies for this, I started using Alteryx only a month ago and an comfortable but this one is melting my brain.

Excel extract below

Edith

If you have a circular reference in Excel, you can't fix that problem by using Alteryx.

Column D needs a value from column G. And column G needs a value from column D. No software can fix this logic problem.

How would you perform the calculations manually? Which fields need to be calculated first, second, third?

Chris