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SOLVED

Need to do a sumifs on <= date

pateldev22
7 - Meteor

I need to basically do a sumif on a value in column C and group by initiative and date (for any date <= current row date)

 

i've attached my workbook

8 REPLIES 8
AbhilashR
15 - Aurora
15 - Aurora

Hi @pateldev22, given what you are looking to compute, you can achieve your results in two ways:

1) Using the following logic within the multi-row formula tool 

IF [Date]>=[Row-1:Date] 
	THEN [Undiscounted]+[Row-1:SUMIF_OUTPUT]
ELSE [Undiscounted]
ENDIF

or

2) Using Alteryx's native RunningTotal tool

AbhilashR_0-1592440991656.png

 

I hope this helps.

RobertOdera
13 - Pulsar

Hi, @pateldev22 

 

Try this.

Please mark as solution + like, if it works for you.

 

RobertOdera_1-1592441431257.png

 

 

The workflow is attached.

Cheers!

pateldev22
7 - Meteor

this does not work, sorry in my example i only had one unique date, but in my real data set i have multiple dates

AbhilashR
15 - Aurora
15 - Aurora

Hi @pateldev22, the multi-row formula approach should work if you have multiple dates. Could you provide a sample set with repeated dates and expected sumif values?

pateldev22
7 - Meteor

hi abilash, please see attached

pateldev22
7 - Meteor

here is a flow that i've been messing around with thanks to someone else in the community

AbhilashR
15 - Aurora
15 - Aurora

Hi @pateldev22, please give the attached approach a try on your larger dataset.

AbhilashR_0-1592495567174.png

 

 

jake_l_bird
5 - Atom

This worked perfectly as sumif on multiple criteria thank you.

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