cancel
Showing results for
Did you mean:

Alteryx designer Discussions

Upgrade Alteryx Designer in 10 Steps

Alteryx Gallery is experiencing a problem in which system emails are not being sent out. As a result, if you are attempting to sign up for a new account, you may be unable to verify your email address. We are working to solve this as soon as possible and will remove this notice once resolved.

Formula Help?!

Highlighted
Asteroid

How can I implement this rule into my workflow?

[New/Renew Indicator]

[Location]

What I want to do is say, If [Business Unit] = "X" and [New/Renew Indicator] = "New" then allocate 80% of [Premium] to [Location] Y and 20% of [Premium] to [Location] Z

Quasar

You may have to create two formulas.

[Y Allocation]

if [business unit] = "X" and [New/Renew Indicator] = "New"

endif

[Z Allocation]

if [business unit] = "X" and [New/Renew Indicator] = "New"

endif

Quasar

Possible to share sample data and desired output? as the description is not clear enough to understand.

Asteroid

The formula I used is as follows:

If [Business Unit] = "X" and [Location] != "Y" and [Location] != "Z" then [Premium]*.8 else if [Business Unit] = "A" and [Location] = "B" then [Premium]*.2 else [Premium] endif endif

This formula worked. But, after thinking it through it is not what I really need.

What I need is, have any account with Premium to allocate (keep) 80% of the premium in the original [Location] and 20% subtracted out and allocated to [Location] "A".

For example:

Account 1 - Location X: \$10

Account 2 - Location Y: \$10

Account 3 - Location Z: \$10

Account: 1 - Location X: \$8 and Location A: \$2

Account 2 - Location Y: \$8 and Location A: \$2

Account 3 - Location Z: \$8 and Location A: \$2

Labels