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I need help with sumif functions.

ibrahiminui
6 - Meteoroid

I need help using Alteryx for Sumifs. I used excel, but the system was crashing due to huge data.

 

I have 2 excel tabs, and I was to sumif based on some criteria. There are 2 tabs, each with customers and sales. For the sum if, I want a unique combination of customer name and customer number for all customers in  both tabs, and use sumifs to extract the sales value for each customer in for Tab 1 and Tab 2.

 

Please see the solution I need in the sumif tab.

 

Thanks for your anticipated response

3 REPLIES 3
estherb47
15 - Aurora
15 - Aurora

Hi @ibrahiminui 

On my phone, so unable to work directly with your data. Sounds like a job for the Summarize tool. You'd group by on the customer name and number, and then add the field you want to add.

 

Let me know if that helps.

 

Cheers!

Esther

Kenda
16 - Nebula
16 - Nebula

Hey @ibrahiminui 

 

Attached is a workflow that I believe should help. I was able to replicate the output you're looking for on the sumif tab. 

 

Kenda_0-1605120141910.png

 

ibrahiminui
6 - Meteoroid

This works.

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