Hi,
I am new to Alteryx, so please do not mind it
I have two tables. In table 1 I have source data. In table 2, I am trying to do a SUMIF like function, where table 2 sums for the specific unique IDs from Total amount in table 1. Which tools can I use to to perform this function?
Table 1:
It has a unique ID and total amount
Hello @mibra036 and welcome to Alteryx. You will soon love it!
The summarize tool should be able to do total sum's based on a unique ID. See attached. I suggest you right-click on the Summarize tool in the toolbar and view a few of the examples which will make you better understand the tool. It's a good idea to do this for all the tools in the start just to give you a better idea of what they all do.
Below is a quick sum total using the summarize tool, using the Unique ID from your first table to "sumif" the totals for the unique id . Hope it helps. Let me know if you have any questions.
Thank you both. I am still confused as to how it is summarizing for the specific values I want it to look for in table 2. I am attaching the spreadsheet so that you are able to see the formulas.
I have data in two different workbooks and I am trying to sumif the values in one workbook from another workbook.
Table 2 is the the expected result
Hi @mibra036
Exploring 2 possibilities here.
Possibility 1.
As it has been already mentioned that the values in Table 1 are Unique, I recommend to join both the tables with the Unique ID to get the expected output.
Many thanks
Shanker V
Hi @mibra036
Possibility 2: If the table 1 contains the repeated ID, then please use summarize tool to Group by Unique ID.
Then Sum the Total amount.
Many thanks
Shanker V