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SOLVED

Pulling amount from a standardized excel file to match to a cell ID

mabdulh1
8 - Asteroid

Hi, 


I have a table with list of projects and costs and I need to grab the sum from each column and match it to a cell ID that that value will be entered or imported in too a application I am using. For instance if from one excel file I am grabbing the 900,000 and I want to match it to the first cell ID below that is listed in a second excel file. I just started using alteryx but my thought was to map the cell ID with corresponding values I needed to be entered in that Cell ID and ask alteryx to sum all amounts below that column heading. 

 

Although one of the values will be require a formula to add/subtract multiple amounts and attach to the correct cell id

 

mabdulh1_1-1573157942860.png

mabdulh1_3-1573158102512.png

 

Please ask for clarification if needed but I wasn't sure how to ask the question.

5 REPLIES 5
bpatel
Alteryx
Alteryx

hi @mabdulh1 ,

 

from what i understand i believe the attached workflow is what you are looking for. 

 

i hope this helps!

mabdulh1
8 - Asteroid
This definitely gives me an idea of how to do the whole workflow im trying to create. would i have to branch off a formula tool from the summarize to lets say take the item 4 lets says minus item 2 plus item 3 and then reconnect to the main branch where it will be matched to a cell id.


mabdulh1
8 - Asteroid
I guess to clarify its not as clear cut where column 1 is going to the first cell id but i could just manually rearrange since the cell id file can be applied always for this workflow to suit how the data im summarizing comes in
bpatel
Alteryx
Alteryx

Column 1 is being joined together with the first cell using the record ids. 

mabdulh1
8 - Asteroid
I guess my question is if i wanted to join the sum of column 1 with the 2nd cell id on the list for instance instead the first one like it does in the workflow u created
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