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Alteryx Designer Desktop Discussions

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Formula Help

garretwalters12
8 - Asteroid

What formula can I use to populate [Accruals (CR)] for [S-U TAX ID - STATE] CO-06-ST-7 [Account] 220015 with 50% of the sum of [Accruals (CR)] for [S-U TAX ID - STATE] CO-06-LO-12 and CO-06-LO-2 [Account]  220015? Expected outcome:  -8438.31 (.5* (-9668.05 + -7208.57))

YEARPERIODS-U TAX ID - STATEAccountAccruals (CR) 
20194AZ-03-ST-31412650.00 
20194IL-14-ST-14220015-87213.10 
20194CO-06-LO-12220015-9668.05 
20194CO-06-LO-2220015-7208.57 
20194VA-47-ST-46300400.00 
20194CO-06-LO-12141265-500 
20194CO-06-LO-21412650.00 
20194CO-06-ST-72200150.00 
20194WI-50-ST-42200150.00 
3 REPLIES 3
yalmar_m
11 - Bolide

HI @garretwalters12,

 

I would suggest that you use a Multi-Row formula based on an Account.

If the names of the S-U TAX ID - STATE is consistent, you might be able to use it.

 

Best,
Yalmar

garretwalters12
8 - Asteroid

I tried looking at the multi-row examples, but nothing seems to relate to what I am trying to do. Can you provide an example?

neilgallen
12 - Quasar

@garretwalters12 Can you explain how the records relate to one another outside of the one example? what you're likely going to do is use the summarize tool to aggregate the values and then join that to the original dataset to provide the new value, but it's hard to know from your one example.

 

A fully populated expected input / output table would be a big help.

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