Hi Alteryx friends 🙂 I am stuck on a workflow and could really use some help from a member of this amazing community:
I have two excels:
One containing a market, a product and a few columns of financials
Example
Germany - Phone - Net Sales £
The second excel is a table where I write assumptions of which market the data in the first excel was bought from. It links by joining "Germany" and "Phone" in excel 1 then vlookup into the second excel table to find "GermanyPhone" and return the market name I entered in the next column (for example "Poland").
The challenge I now have is that I need to allocate the data to two markets instead of just one, meaning I need to duplicate lines and apply a % to all the financial columns.
I am trying to build a workflow that will do the following:
1) In the scenario where the assumptions excel only has 1 match to the concatenation, then just put put the assumed market in excel 2 on all the matching rows in a column in excel 1
2) When there are two markets in the assumption excel that match the concat, to duplicate the lines in excel 1 and apply a % to each of the financial columns
Example Scenarios:
1)
Excel 1: Germany - Phone - £1
Assumption Excel: GermanyPhone is 100% allocated to Poland.
Output of workflow: Germany - Phone - £1 - Poland
2)
Excel 1: Germany - Phone - £1
Assumption Excel: GermanyPhone is 40% Poland & 60% France
Output of workflow:
Germany - Phone - £0.4 - Poland
Germany - Phone - £0.6 - France
Is it possible with alteryx? Any help would be really appreciated.
Of course I will up vote and mark as solution 🙂
Sam
Solved! Go to Solution.
Hi @Samowens30,
I would gladly help you but I need a little bit more details.
Do you think it is possible that you will write down how exactly the first excel and second excel look like?
I created a simple join workflow but I think I might miss something obvious:
Please review and tell me if this is what you wanted to achieve:
This worked perfectly, thank you!