# 78|ALTERYX – Tax Tool

**URL:** https://www.techhub.training/t/78-alteryx-tax-tool/691
**Category:** Challenges
**Tags:** absolute, effective-tax, tax-rate, beginner, alteryx, tax
**Created:** [May 26, 2023, 5:32pm UTC](https://www.techhub.training/t/78-alteryx-tax-tool/691 "2023-05-26T17:32:54Z")
**Posts on this page:** 20
**Page:** 1

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### Author: ![Alex\_Garrett](https://sea2.discourse-cdn.com/flex016/user_avatar/www.techhub.training/alex_garrett/32/57_2.png) [@Alex\_Garrett](https://www.techhub.training/u/Alex_Garrett)
#### Post date: [May 26, 2023, 5:32pm UTC](https://www.techhub.training/t/78-alteryx-tax-tool/691/1 "2023-05-26T17:32:55Z")

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_BYU Student Author_: @Alex_Garrett  
_Reviewers_: @TylerBooth, @DylanKing  
_Estimated Time to Solve:_ 20 Minutes

We provide the solution to this challenge using:

- Alteryx

Need a program? Click [here](https://www.techhub.training/t/information-about-software-used-on-techhub-training/138).

**Overview**  
Who’s paying taxes and how much are they paying? You’re exploring the possibility of starting your own CPA firm and in this quest, you figure it’s a good idea to investigate the effective tax rate on average for a CPA firm in the states you are most interested in: Washington, Oregon, California, Arizona, and Utah. You wrote a script to collect tax information on a sample of nearly 1000 companies in these states, and it worked! All the data follows the same format, but your script collected data from many sources, so there may be some redundancy.

**Instructions**  
In practice, effective tax rates are calculated to determine how much tax a company is effectively paying. It is calculated by dividing a company’s tax burden by its taxable income. Calculate the average effective tax rate (using the total tax burden) for each state and order your results from greatest to least by the average rate.

NOTE: Companies may have multiple rows of data associated with the same year. Before performing your calculations, filter out unnecessary rows so that **only the most complete row for each company remains.** In other words, each company should only have one row of data before you calculate the average effective tax rate for each state.

**Data Files**

- [Challenge78\_Data.csv](https://byu.box.com/shared/static/tfv3d9ty1jq0f7clmg39xrseqi70kmy6)
- [Challenge78\_Data\_Dictionary.docx](https://byu.box.com/shared/static/65sxphi9e4zb6evc0daflvxnixsj95jx)

> **Suggestions and Hints**
>
> 1. Use the “ABSOLUTE” function to identify the rows with the most complete tax information.
> 2. Sort the data by company, then by the sum of the absolute values greatest to least.
> 3. Use a unique tool to filter out excess information.

> **Check Figures**
>
> Effective Tax Rates by State
> 
> 1. CA = 34.34%
> 2. OR = 29.76%
> 3. WA = 22.74%
> 4. AZ 19.41%
> 5. UT 17.71%

**Solution**

> **Solution Image**
>
> ![Challenge78_Solution_Image](https://us1.discourse-cdn.com/flex016/uploads/weeklytechchallenge/original/1X/7e9397c4f3c65ddeec94bc604a2adc45b8fef8f1.jpeg)

[Challenge78\_Solution.yxzp](https://byu.box.com/shared/static/zmun9l2s9j52ayfhoh5noyjnemt3tnup)  
_Solution Video:_ [Challenge 78|ALTERYX – Tax Tool](https://youtu.be/NCu3NC4-ku8)

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### Author: ![Alexander\_Smith](https://avatars.discourse-cdn.com/v4/letter/a/54ee81/32.png) [@Alexander\_Smith](https://www.techhub.training/u/Alexander_Smith)
#### Post date: [October 31, 2023, 10:31pm UTC](https://www.techhub.training/t/78-alteryx-tax-tool/691/2 "2023-10-31T22:31:57Z")

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[Challenge 78 Alteryx.yxmd](https://www.techhub.training/uploads/short-url/jkFrPmrYYAY5OCFp1GO1dIqyb4z.yxmd) (12.2 KB)

Thank you for the challenge! It was cool to see how you could use the different companies fiscal year taxes!

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### Author: ![Dakin\_Rust](https://avatars.discourse-cdn.com/v4/letter/d/838e76/32.png) [@Dakin\_Rust](https://www.techhub.training/u/Dakin_Rust)
#### Post date: [November 1, 2023, 7:57pm UTC](https://www.techhub.training/t/78-alteryx-tax-tool/691/3 "2023-11-01T19:57:29Z")

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Nice challenging one! I got the same results without including fiscal year in unique function.

 ![image](https://us1.discourse-cdn.com/flex016/uploads/weeklytechchallenge/original/2X/1/17093aa13ace85bc7103fa210867b5af31078c3c.png)  
[Challenge78\_Workflow.yxmd](https://www.techhub.training/uploads/short-url/zBSvYC5uqQFQwY1lFfMq8OYjeMf.yxmd) (12.6 KB)

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### Author: ![Elizabeth\_M\_Wheatley](https://sea2.discourse-cdn.com/flex016/user_avatar/www.techhub.training/elizabeth_m_wheatley/32/1423_2.png) [@Elizabeth\_M\_Wheatley](https://www.techhub.training/u/Elizabeth_M_Wheatley)
#### Post date: [November 1, 2023, 11:10pm UTC](https://www.techhub.training/t/78-alteryx-tax-tool/691/4 "2023-11-01T23:10:39Z")

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[techhub1.yxmd](https://www.techhub.training/uploads/short-url/4s93tYHnQmNAAL7LLLti7fRLNXo.yxmd) (11.6 KB)

So fun!

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### Author: ![Spencer\_Fleming](https://avatars.discourse-cdn.com/v4/letter/s/8797f3/32.png) [@Spencer\_Fleming](https://www.techhub.training/u/Spencer_Fleming)
#### Post date: [November 1, 2023, 11:40pm UTC](https://www.techhub.training/t/78-alteryx-tax-tool/691/5 "2023-11-01T23:40:14Z")

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I had a bit of trouble figuring out the data cleansing at the beginning, but the video was super helpful and I learned how to get rid of redundant data!

 ![image](https://us1.discourse-cdn.com/flex016/uploads/weeklytechchallenge/original/2X/c/cc46ff75dc8e72ca5c1c384b5f85b4bd113db487.png)  
[TaxRate.yxmd](https://www.techhub.training/uploads/short-url/2ve60GN8eeTmcQnIAJsUzfpAOfn.yxmd) (12.1 KB)

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### Author: ![Emily\_Johns](https://avatars.discourse-cdn.com/v4/letter/e/ebca7d/32.png) [@Emily\_Johns](https://www.techhub.training/u/Emily_Johns)
#### Post date: [November 2, 2023, 12:26am UTC](https://www.techhub.training/t/78-alteryx-tax-tool/691/6 "2023-11-02T00:26:28Z")

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That was good practice, especially when learning what “most complete row” would mean and learning how to use the unique tool.

 ![Screenshot (2)](https://us1.discourse-cdn.com/flex016/uploads/weeklytechchallenge/original/2X/e/ef77daa05550dc9018d97e8f7e4f03fc03bdc546.png)

[TechHub Nov1.yxmd](https://www.techhub.training/uploads/short-url/1Jzm7qypJEsYLTUG1hEgicBaGvz.yxmd) (36.8 KB)

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<div class="post-metadata">

### Author: ![Lauren\_Garner](https://avatars.discourse-cdn.com/v4/letter/l/43a26b/32.png) [@Lauren\_Garner](https://www.techhub.training/u/Lauren_Garner)
#### Post date: [November 2, 2023, 2:04am UTC](https://www.techhub.training/t/78-alteryx-tax-tool/691/7 "2023-11-02T02:04:06Z")

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[Challenge78Results.csv](https://www.techhub.training/uploads/short-url/f6P50X5hnwjnP5aCl01FGrLMbyu.csv) (141 Bytes)

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### Author: ![Ethan\_Hunt](https://avatars.discourse-cdn.com/v4/letter/e/58f4c7/32.png) [@Ethan\_Hunt](https://www.techhub.training/u/Ethan_Hunt)
#### Post date: [November 2, 2023, 2:07am UTC](https://www.techhub.training/t/78-alteryx-tax-tool/691/8 "2023-11-02T02:07:02Z")

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I never thought of using absolute values to get the most complete data, but that’s cool!

 ![image](https://us1.discourse-cdn.com/flex016/uploads/weeklytechchallenge/original/2X/5/50931e1ab8ca544c724398cf216639667163aa0e.jpeg)  
[TechHubChallenge3.yxmd](https://www.techhub.training/uploads/short-url/iN3np05XtnjK8yxP0kP8X1ZoXyp.yxmd) (11.5 KB)

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<div class="post-metadata">

### Author: ![Zach\_Moffat](https://avatars.discourse-cdn.com/v4/letter/z/c37758/32.png) [@Zach\_Moffat](https://www.techhub.training/u/Zach_Moffat)
#### Post date: [November 2, 2023, 3:23am UTC](https://www.techhub.training/t/78-alteryx-tax-tool/691/9 "2023-11-02T03:23:26Z")

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[TaxAlteryxPractice.yxmd](https://www.techhub.training/uploads/short-url/nXCLtY1tv8qHtam2PfOGlCHqCRL.yxmd) (12.1 KB)

 ![image](https://us1.discourse-cdn.com/flex016/uploads/weeklytechchallenge/original/2X/5/5ec37dfe17e92912a489279ea7be554a5664c161.png)

This one was actually pretty hard for my beginner abilities, but I tried my best and I’m going to continue to work hard.

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### Author: ![Ella\_Wilson](https://avatars.discourse-cdn.com/v4/letter/e/a587f6/32.png) [@Ella\_Wilson](https://www.techhub.training/u/Ella_Wilson)
#### Post date: [November 2, 2023, 3:36am UTC](https://www.techhub.training/t/78-alteryx-tax-tool/691/10 "2023-11-02T03:36:13Z")

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The video was very helpful! I’ve never used the absolute function before. Great way to learn something new.

 ![image](https://us1.discourse-cdn.com/flex016/uploads/weeklytechchallenge/original/2X/6/672fb9d4d09897a91e8055957e84f9e643c830a5.png)

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### Author: ![Wyatt\_Fronk](https://avatars.discourse-cdn.com/v4/letter/w/e9c0ed/32.png) [@Wyatt\_Fronk](https://www.techhub.training/u/Wyatt_Fronk)
#### Post date: [November 2, 2023, 4:25pm UTC](https://www.techhub.training/t/78-alteryx-tax-tool/691/11 "2023-11-02T16:25:27Z")

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It was challenging to find the most complete rows, but using the absolute value of the taxes was a cool way to do it. Other than that, fairly straight forward. Here’s what I did:

 ![image](https://us1.discourse-cdn.com/flex016/uploads/weeklytechchallenge/original/2X/3/3a139e2d4bfb091ee922437a3e20f50e0ccf47fa.png)

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### Author: ![Warren\_Goodin](https://avatars.discourse-cdn.com/v4/letter/w/51bf81/32.png) [@Warren\_Goodin](https://www.techhub.training/u/Warren_Goodin)
#### Post date: [November 2, 2023, 5:07pm UTC](https://www.techhub.training/t/78-alteryx-tax-tool/691/12 "2023-11-02T17:07:29Z")

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![image](https://us1.discourse-cdn.com/flex016/uploads/weeklytechchallenge/original/2X/8/888fe6e0c491967fb7adf3fee5904c1876f698a5.png)  
Here is my solution!

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### Author: ![James\_Clark](https://avatars.discourse-cdn.com/v4/letter/j/aeb1de/32.png) [@James\_Clark](https://www.techhub.training/u/James_Clark)
#### Post date: [November 2, 2023, 5:23pm UTC](https://www.techhub.training/t/78-alteryx-tax-tool/691/13 "2023-11-02T17:23:19Z")

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![image](https://us1.discourse-cdn.com/flex016/uploads/weeklytechchallenge/original/2X/8/80cfcb6648c3c5510dccb6aec66e7601b9bc8092.png)

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### Author: ![Alyssa\_Oldham](https://avatars.discourse-cdn.com/v4/letter/a/d9b06d/32.png) [@Alyssa\_Oldham](https://www.techhub.training/u/Alyssa_Oldham)
#### Post date: [November 2, 2023, 5:29pm UTC](https://www.techhub.training/t/78-alteryx-tax-tool/691/14 "2023-11-02T17:29:59Z")

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The beginning of this challenge taught me new ways to clean and organize data. It was fun to see and learn a new aspect of Alteryx. Here is a screenshot of my solution and the related file!

 ![image](https://us1.discourse-cdn.com/flex016/uploads/weeklytechchallenge/original/2X/b/bb8ef6739a4c5c2206a3600d7d20d7c701eb1414.png)  
[TechHubpractice1.yxmd](https://www.techhub.training/uploads/short-url/8PZ9Lx6GKebqHcSEGW1rYZ1z4lA.yxmd) (11.3 KB)

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<div class="post-metadata">

### Author: ![ashviola](https://avatars.discourse-cdn.com/v4/letter/a/ccd318/32.png) [@ashviola](https://www.techhub.training/u/ashviola)
#### Post date: [November 2, 2023, 7:28pm UTC](https://www.techhub.training/t/78-alteryx-tax-tool/691/15 "2023-11-02T19:28:30Z")

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[TaxToll.yxmd](https://www.techhub.training/uploads/short-url/hle7HpxsUt8JBi2TeYfK3nj5OyH.yxmd) (12.8 KB)

 ![Challenge2](https://us1.discourse-cdn.com/flex016/uploads/weeklytechchallenge/original/2X/7/7c49aac4b66b448de61484171f8c4876a58aecfa.png)

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<div class="post-metadata">

### Author: ![Matthew\_Inkley](https://avatars.discourse-cdn.com/v4/letter/m/0ea827/32.png) [@Matthew\_Inkley](https://www.techhub.training/u/Matthew_Inkley)
#### Post date: [November 2, 2023, 8:56pm UTC](https://www.techhub.training/t/78-alteryx-tax-tool/691/16 "2023-11-02T20:56:17Z")

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![Screenshot (2)](https://us1.discourse-cdn.com/flex016/uploads/weeklytechchallenge/original/2X/4/473d0986f1cd2797ca5c33cafc3d41632e3e92a2.png)  
Here’s what I got. The unique tool is pretty nifty.  
[TechHubChal78.yxmd](https://www.techhub.training/uploads/short-url/eAGqrNleqlwC4vPjnAw88eeOaTr.yxmd) (12.5 KB)

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<div class="post-metadata">

### Author: ![Dylan\_Satteson](https://avatars.discourse-cdn.com/v4/letter/d/ecb155/32.png) [@Dylan\_Satteson](https://www.techhub.training/u/Dylan_Satteson)
#### Post date: [November 2, 2023, 10:21pm UTC](https://www.techhub.training/t/78-alteryx-tax-tool/691/17 "2023-11-02T22:21:01Z")

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Fun challenge! Good practice!

 ![Screenshot 2023-11-02 161949](https://us1.discourse-cdn.com/flex016/uploads/weeklytechchallenge/original/2X/0/09d6990ecd41be3c0cb072052a48fea2f8ab194c.jpeg)

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### Author: ![Ethan\_Bird](https://sea2.discourse-cdn.com/flex016/user_avatar/www.techhub.training/ethan_bird/32/1975_2.png) [@Ethan\_Bird](https://www.techhub.training/u/Ethan_Bird)
#### Post date: [November 2, 2023, 11:07pm UTC](https://www.techhub.training/t/78-alteryx-tax-tool/691/18 "2023-11-02T23:07:42Z")

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![Tech hub 2](https://us1.discourse-cdn.com/flex016/uploads/weeklytechchallenge/original/2X/6/6863cec71a30aea55eb81cb37493ca3ac8e04831.png)

Took me a little bit to figure out how to get only the most complete row for each company but ended up being good practice.

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### Author: ![linnea](https://avatars.discourse-cdn.com/v4/letter/l/3ec8ea/32.png) [@linnea](https://www.techhub.training/u/linnea)
#### Post date: [November 2, 2023, 11:44pm UTC](https://www.techhub.training/t/78-alteryx-tax-tool/691/19 "2023-11-02T23:44:22Z")

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![image](https://us1.discourse-cdn.com/flex016/uploads/weeklytechchallenge/original/2X/9/972ea5270d55668146c97d592153f1eaaaba03e3.png)  
[78.yxmd](https://www.techhub.training/uploads/short-url/9R748X8glXh74PEk235dNLF8uAL.yxmd) (13.0 KB)  
My answers were a little different because I maintained negatives, but the final order was still right.

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### Author: ![Christina\_Goodin](https://sea2.discourse-cdn.com/flex016/user_avatar/www.techhub.training/christina_goodin/32/2421_2.png) [@Christina\_Goodin](https://www.techhub.training/u/Christina_Goodin)
#### Post date: [November 3, 2023, 1:18am UTC](https://www.techhub.training/t/78-alteryx-tax-tool/691/21 "2023-11-03T01:18:51Z")

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![image](https://us1.discourse-cdn.com/flex016/uploads/weeklytechchallenge/original/2X/8/86c9420a8a0692f719d74dd29773553bcb0e3e19.png)

[New Workflow1.yxmd](https://www.techhub.training/uploads/short-url/fDxgkjilwjMdU0SKXY5n9tURTQK.yxmd) (12.0 KB)

[Next page](https://www.techhub.training/t/78-alteryx-tax-tool/691.md?page=2)
