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
Solved! Go to Solution.
You will need to use a summarize and join for this. Do you have a dummy data set you can provide?
Thanks!
Hi @jdkatz1
How you do this depends on what format your data comes in.
Take a look at one possible solution (attached),
.
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?
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.