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Allocating an amount utilizing percentages in another input file.

jdkatz1
8 - Asteroid

Hello, 

 

I am new to Alteryx. I am trying to figure out how to allocate a number based on %'s contained in another input file. I want Alteryx to allocate the amount to various entities and give the results on a new tab within excel output.

 

Example

 

Investment - DEST

Amount - $100

Allocations - 50% to Fund A, 50% to Fund B. 

 

Result   

Fund A   

$50

 

Fund B

$50           

8 REPLIES 8
CarliE
Alteryx
Alteryx

@jdkatz1 

 

You will need to use a summarize and join for this. Do you have a dummy data set you can provide?

 

Thanks!

Carli
PhilipMannering
15 - Aurora
15 - Aurora

Hi @jdkatz1 

 

How you do this depends on what format your data comes in.

Take a look at one possible solution (attached),

PhilipMannering_1-1655308647720.png

 

jdkatz1
8 - Asteroid

.

jdkatz1
8 - Asteroid

attached are the sample inputs

PhilipMannering
15 - Aurora
15 - Aurora

@jdkatz1 

 

I see. Maybe something like this,

PhilipMannering_0-1655310861333.png

 

jdkatz1
8 - Asteroid

This worked! Is there any way to have 1 output with the original data on the first tab and another tab with the allocated amounts?

PhilipMannering
15 - Aurora
15 - Aurora

Yep. Something like this?

jdkatz1
8 - Asteroid

I'm looking for the first tab of the output to be the original data input (the values excel). The second tab of the output would be the allocated amounts by fund. 

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