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SumIf Formula

Kim2
7 - Meteor
Hi, I am working on a workflow, and I would like to be able to do a sumif formula. I have read to use a summarize tool but it does not seem to be working for what I need to do. What I am trying to do is predict the amount of $ that we will be retiring in future years. Example : Minor Category Useful Life Rule FY23 FY24 FY25 COMP HARDWARE 3 YRS 3 3 2016 2017 2018 COMP HARDWARE 5 YRS 5 2 2015 2016 2017 Data: Minor Category Year Placed in Service Total COMP HARDWARE 3 YRS 2016 1,549,419.48 COMP HARDWARE 3 YRS 2017 2,263,136.31 COMP HARDWARE 3 YRS 2018 1,115,817.05 COMP HARDWARE 3 YRS 2019 2,367,232.60 COMP HARDWARE 3 YRS 2020 804,957.08 COMP HARDWARE 3 YRS 2021 118,137.88 COMP HARDWARE 5 YRS 2015 431,429.37 COMP HARDWARE 5 YRS 2017 113,130.01 COMP HARDWARE 5 YRS 2018 503,108.79 COMP HARDWARE 5 YRS 2019 330,292.21 COMP HARDWARE 5 YRS 2020 327,019.30 COMP HARDWARE 5 YRS 2021 320,178.22 What I am looking for my output to be: Minor Category FY23 FY24 FY25 Comp 3 Year 1,549,419 2,263,136 1,115,817 Comp 5 Year 431,429 - 113,130 Each minor category has different years so I am trying to do a sumif to pull in the total amount based off of the rule that is associated with the category by year. Any guidance on this would be greatly appreciated! Thank you! Kim
18 REPLIES 18
DawnDuong
13 - Pulsar
13 - Pulsar

hi @Kim2 

Something like the below should work for you... Make sure that the cateogories specified in the "Rules" tab match the category in your "Data" tab though...

Dawn.

Kim2
7 - Meteor

Thanks! Unfortunately it looks like I cant open it due to the fact I have an older version as I keep getting this message:

 

"This workflow was created by a more recent version of Alteryx, and may contain tools or functionality not present in this version. Alteryx does not support using an earlier version of Alteryx to open a workflow created with a newer version. For best results, download the latest version of Alteryx."

DawnDuong
13 - Pulsar
13 - Pulsar

Hi @Kim2 

Perhaps you can download it and open it as html to fix. 

You can search the community in Alteryx for how to do just that.

Kim2
7 - Meteor

Hi, 

 

I have been unsuccessful trying to download it as HTML by using the step by step instructions. Do you know of another way I can access this workflow?

 

Thanks!

Luke_C
17 - Castor
17 - Castor

Hi @Kim2 

 

Take a look at the steps in this blog. Essentially you open the workflow in notepad and adjust the version to match what you have, it should be one of the first few lines. 

https://community.alteryx.com/t5/Engine-Works/Making-Workflows-Apps-amp-Macros-Backwards-Compatible/...

 

Kim2
7 - Meteor

Thank you! Below is what is coming out when I open it with word, so I am not completely sure how to update the version like in the example. 

 

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Luke_C
17 - Castor
17 - Castor

Hi @Kim2 

 

I would suggest notepad. Also, it looks like you're opening the yxzp file which is just a zip package. When you double click it to open in alteryx, it should unzip to a folder that contains the yxmd and yxmc files. Those are what you would want to edit. 

Kim2
7 - Meteor

Got it! Thank you very much!

Luke_C
17 - Castor
17 - Castor

@Kim2 No problem! Make sure you mark one of the great answers on this as the solution!

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