SUMIF onto a Summarized field based on another summarized field

[henrikhollo]

Hi,

I'm relatively new to Alteryx, and just can't get my head around its logic yet for certain cases, so I would like to ask some help.

I have a pivot table in Excel - which I also have in my workflow with a Summarize tool - which shows last year's ending balance, and the current balance:

I have another sheet, a set of data, which explains how we got from last year's balance to the current one, basically the transactions, each labelled.

In Excel next to the pivot table I have SUMIF functions, which basically sums the transactions per each label

How could the same be performed in Alteryx? I'm currently having the Summarized data and the transactional data with the labels separately, they are not joined, unioned or whatever.

Many thanks in advance,

Henrik

[Qiu]

@henrikhollo 

A sample input and output should be very helpful.😁

[henrikhollo]

Hi Qiu,

Thanks for your reply. Indeed, please find it attached.

Thanks,

Henrik

[henrikhollo]

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[Qiu · Accepted solution]

@henrikhollo 

Thank you for the input data.

I think this shoudl do it.

[henrikhollo]

Many many thanks for this 🙂

[Qiu]

@henrikhollo 

Glad to help and thank you for the accept mark. 😁