Creating total columns and grouping data

Hello -

I'm currently trying to summarize my data by creating a total column for all records ,but also create a total column based on different groups. This data is currently formatted together and I'm having trouble grouping creating the calculation and bringing it back into my data.

Thanks for the assistance. I've attached an example as well with the desired output.

Alteryx Community example.xlsx

Common Use Cases

Accepted answers

alexnajm

I built out a solution in the meantime, so try to build it out yourself!

Screenshot 2025-01-23 110741.png

Creating total columns and grouping data.yxmd

Creating total columns and grouping data.yxzp

davidskaife

Hi @LorenzTaylor

Try the attached as one way of solving this:

It uses a combination of Summerize, Formula (to create the 'Total' fields, or blank fields as required), Select (to align columns in the required order), a Union (using Auto Config by Position), then a sub-branch to produce the row totals - which uses a RecordID,Transpose and a Summerize to generate these totals. Finally its joined back on the Record ID, sorted, and then tidied up.

For info you have both System and SYSTEM in the Owner column, so Alteryx classes them as two different values and thus the totals are split out, you'd need to do some cleansing first prior to this to ensure they are grouped correctly.

Totals.yxmd

All comments

alexnajm

What have you completed so far? Can you post your workflow?

This sounds like a bunch of Summarizes with Unions, plus possibly a Transpose / Crosstab!

LorenzTaylor

@alexnajm Due to organizational policies, I am unable to share the actual workflow containing sensitive data. However, I have attached an example of the current output along with the desired output for your reference