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Replicating a SUMIFS formula from Excel in Alteryx

MatthiasK121
5 - Atom

Hello Alteryx Community,

 

I am currently working with a database in Alteryx and came across one function that I could not find. I hope someone can help me out here.

 

The data structure is similar to below and I want to calculate the Year-To-Date value which should return the values in the "red" column. The excel formula for this would be:   =SUMIFS($C$8:$C$31;$A$8:$A$31;A8;$B$8:$B$31;"<="&B8)

 

NameMonth IDValueValue YTD
A20220155
A202202510
A202203515
A202204520
A202205525
A202206530
A202207535
A202208540
A202209545
A202210550
A202211555
A202212560
B20220155
B202202510
B202203515
B202204520
B202205525
B202206530
B202207535
B202208540
B202209545
B202210550
B202211555
B202212560

 

 

Thank you! :) 

2 REPLIES 2
binuacs
20 - Arcturus

@MatthiasK121 one way of doing this with the Running Total tool

 

binuacs_0-1659106873695.png

 

IraWatt
17 - Castor
17 - Castor

Hey @MatthiasK121,

To achieve this you can use a multirow formula tool like this:

IraWatt_0-1659106784128.png

IF [Month ID]>[Row-1:Month ID] THEN [Row-1:Value YTD]+[Value] ELSE [Value] ENDIF

The community has some quick and easy videos on formulas and the here Writing Expressions If you want to learn more about the Multi-Row-Formula Tool the community has some quick and easy videos on the topic here: Multi-Row-Formula

 

My formula just checks the current month ID is greater then the previous. If true then add the rows values on else user the current value.

 

Any questions or issues please ask

Ira Watt
Technical Consultant
Watt@Bulien.com 

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