Alteryx question

  

•Build a workflow to calculate average gross margin by invoice by product:

•Filter journal entry population on [Doc_Type] = “RI” (automated entries).

•Filter for Sales: [Object] = “40210”.

•Filter for COGS: [Object] = “50125”.

•Summarize records on [Object], [Doc_Type], [Doc_Number], [DESCR_2], and [AMOUNT].

•Join Sales to COGS on [Doc_Type], [Doc_Number], and [DESCR_2].

•Export unmatched records as “Products Not Matched” for further analysis.

•Calculate gross margin for matched records:

•((Sales – COGS) / Sales)

•If Sales = $0, then gross margin = 0%

•Export as “Gross Margin Calculated by Invoice by Product Type”.

•Summarize by product type (i.e. [DESCR_2]) and average gross margin.

•Export as “Gross Margin Calculated by Product Type”.