Summing the rows based on condition

Question

Hi All,

I am struggling to get to the solution for below scenario:

I am trying to sum up the Quantity based on the combination of ID and Sub Account,

Use Case: If ID and Sub Account combination is same then sum the Quantity, if the combination is not same then do not sum the Quantity as is.

To achieve this I have used Summarize tool i have group by ID , Sub Account , Description and Date and used Sum on 'Quantity' but somehow its summing up the whole Quantity ( See False Output)

Can anyone have any idea what I am doing wrong and what can be done to handle this? Any help is much appreciated.

echuong1 · Answer

The issue is your group by fields. You want to do the group by on ID and Sub Account. This will control what each row represents - it will be every unique combination of whatever is a group by field. From there, you'd do a sum of quantity. For Description and Date, you'd need to choose how you want to bring those values in. I suggest taking a "first" in your case.

New Workflow1.yxmd

Raj_Singh1 · Answer

Hi @Nikhil86

Please see attached. let me know if it works for you

SUMMARIZE sol.yxmd

atcodedog05 · Answer

Hi @Nikhil86

Can you share the workflow where you are facing the issue.