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New Columns with Proportions

mvillicana
5 - Atom

Hi all! I'm new in Alteryx and I can't seem to find a way to create new columns with the proportion of each Type of income for every Company respect their revenues.

I'm trying to get something like this: (Company1_A_Revenue2017/Company1Sum_A+P_Revenue2017) and the for B in each Company and year.

 

I would really appreciate if any of you guys could show me how to to this calculation.

 

Thanks!

 

NameLocationTypeRevenue_2017%_2017
Company1USA $                  8,000,000.0044%
Company1USP $               10,320,000.0056%
Company2MXA $               20,000,000.0077%
Company2MXP $                  5,935,000.0023%
Company3DRA $               15,000,000.0053%
Company3DRP $               13,080,500.0079%
Company4BRA $                  3,500,000.0045%
Company4BRP $                  4,200,000.0055%
Company5CHA $                  5,000,000.0029%
Company5CHP $               12,000,000.0071%
5 REPLIES 5
MarqueeCrew
20 - Arcturus
20 - Arcturus

@mvillicana,

 

Using your sample data, I created the following results:

 

Capture.png

 

My workflow takes all of the data through transpositions into a join where I've summed the revenue by year and then create proportion calculations dynamically across all years.  The data is then put back to its original format in a Cross Tab and joined to the original data as added columns.  Please review the workflow and let me know if there is more help needed.

 

Capture.png

 

Cheers,

Mark

Alteryx ACE & Top Community Contributor

Chaos reigns within. Repent, reflect and restart. Order shall return.
Please Subscribe to my youTube channel.
mvillicana
5 - Atom

Thank you Mark. This was really helpful. I already used the path for my original dataset and adapted and it works the way I wanted. :)

MarqueeCrew
20 - Arcturus
20 - Arcturus

You're welcome @mvillicana.  

 

Please take full advantage of the resources here in community, including asking questions.

 

Cheers,

Mark

Alteryx ACE & Top Community Contributor

Chaos reigns within. Repent, reflect and restart. Order shall return.
Please Subscribe to my youTube channel.
mvillicana
5 - Atom

Hi Mark, sorry to bother you again.

 

My goal is to do a data visualization that shows a green flag if A proportion (per company) is equal or greater than 80% in contrast with P proportion.

 

Is there a way I can create new columns per year with the conditional I'm trying to get?

I'm think something like IF(A=>.80,1,0).

 

Any video or screenshot would be very educational for me.

 

Attached you'll find my Excel data source and my Alteryx workflow.

 

Thank you in advance.

 

Pd: sorry for the concepts in Spanish.

 

MarqueeCrew
20 - Arcturus
20 - Arcturus

Hi @mvillicana,

 

I have amended the solution to include the "flag" field.  

 

Cheers,

Mark

Alteryx ACE & Top Community Contributor

Chaos reigns within. Repent, reflect and restart. Order shall return.
Please Subscribe to my youTube channel.
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