Excel Sumif in Alteryx Referencing Separate Doc

[jark1294]

I'm trying to do two Sumifs in Alteryx - the first is a sumif in the same doc, basically if a value is met show the sum of another column for rows with that value. Then I want to do a sumif to get a value from another doc for this value. The second one I think I can do with a Join but open to other suggestions.

The two sheets in the attached doc would be separate files. In DCM sample sheet columns A - E would be raw data, everything else is done with Alteryx. I know how to get column F & H, need help with G and I. Formulas for how I'd do it in excel are in the doc.

Thank you!!

[LordNeilLord · Accepted solution]

Hey @jark1294,

You're absolutely right, you'll need a join to get I and you'll need a summarize tool to get G....

@LordNeilLord

Part time Tableau, Part Time Alteryx. Full Time Awesome

[jark1294]

This is awesome, thank you!

[jark1294]

One last question @LordNeilLord - what's the purpose of the union after the join?

[jark1294]

Just kidding, got it @LordNeilLord

[LordNeilLord]

You kidder @jark1294