Sumifs Statement

[ibrahiminui]

I need help with calculating Sumifs in Alteryx. 

I want to calculate the sumif values in Columns "Jan Var" and "Feb Var", based on Customer number, Segment, and if Tagging is "Lapse" (shown in the attached data set).

The data set is shown in the attached file in tab "data set". Your help would be greatly appreciated.

Customer Number	Segment	Jan Var	Feb Var
1	Federal
2	State
3	Federal
4	Federal
5	State
6	Federal
7	State
8	Federal
9	State
10	Federal
11	State

Thanks

[JosephSerpis · Accepted solution]

Hi @ibrahiminui I mocked up a workflow let me know what you think?

[LordNeilLord]

Hey @ibrahiminui 

You need the summarize tool here;

Group by Customer Number, Segment, Sum(Jan Var) , Sum(Feb Var)

It might be easier to transpose the data first (grouped by Customer Number and Segment) Then you can summarize Group by Customer Number, Segment, Name and Sum(Value)

[ponraj · Accepted solution]

Here is the sample workflow. Hope this is helpful. 

[ibrahiminui]

This worked. I have another challenge, which is an advanced version of this question.

Instead of having the tagging in one single column, every month has a different tagging. 

"Use Jan Tagging Column for Jan Var, and use Feb Tagging Column for Feb Var". But we still need to SUMIF by Lapse in each of these Tagging Columns E and F.

I am also including another column for PY ACV, in addition to Jav var and Feb Var. The only difference is that PY ACV will be all customers with PY ACV number, whether lapsed or not. Please see attached updated file.

Customer Number	PY ACV	Segment	Jan Var	Feb Var
1		Federal
2		State
3		Federal
4		Federal
5		State
6		Federal
7		State
8		Federal
9		State
10		Federal
11		State

[ponraj]