Percentage Allocation Summation

[RHOWLETT]

Hey all - 

Would appreciate any knowledge anyone can share. I'm trying to determine percentage contribution by product code according to product code sub_type. Data looks similar to the following.

Employee	ID	Product Code	Revenue	SubCategory	Percentage Contribution
John Doe	RX8776	XY765	400	Electrical	100%
Jane Doe	YY1231	AB876	200	Plastic	50%
Rick John	RJ9876	CC892	200	Plastic	50%
Julie Doe	JD7654	DD876	401	Rubber	100%

I know how to do this in excel. It's basically determining percent contribution based upon product code and subCategory. In the example above, Product code XY765 in subcategory Electrical was the only contributor - so % contribution is 100%. Likewise for DD876 under Rubber. However, AB876 and CC892 are both under plastic and both billed at $200; therefore percentage contribution of each was 50%. 

Can anyone offer any insight into how to achieve this? I'm trying to simply add on a new column to the existing table and call it percentage contribution and allocate accordingly.

Would appreciate any input.

Ryan

[Luke_C · Accepted solution]

Hi @RHOWLETT 

A common way to reproduce a sumif in alteryx is to use the summarize tool and join or append the totals back to the dataset. For this instance:

1. Summarize revenue by subcategory
2. Join totals by category back
3. Compute percentage

[Qiu]

@RHOWLETT 
I have answered a similar question yesterday, and modified it for your data here.

[RHOWLETT]

Thanks for the knowledge share - that will work for my purposes.

Great idea.

Ryan

[RHOWLETT]

@Qiu 

Thanks for helping @QUI - I appreciate the knowledge share. I couldn't get what you showed to work, but the alternate solution posted by someone else should get me where I'm headed.

Thanks again!!!!

Ryan

[Qiu]

@RHOWLETT 
Thank you for the feedback and good to know it gets resolved.