Different result after summarizing the items

Question

Hi Community,

Currently i have built the workflow which there will be two input of data and will be merged together. Before merging them together, i would like to summarize both data as per screenshot below.

However, i was unable to produce the desired result as per screenshot below :

Screenshot below is as per Alteryx result which is quite different with my desired result.

May i know how to fix the formula in the Alteryx?

Thank you so much for your help.

Checking 2.yxmd

Checking 2.yxzp

Desired Result.xlsx

Qiu · Answer

@SH_94

As per your input, the Account and Reference columns are having one to more relations.

So this will inevitably result different output comparing to your desired ones, if you want to keep the account information.

Can I know what will be the desired output considering account?

RaviP · Answer

Hi @SH_94 ,

Something like this?

So, both summary objects before the join would be like this

Join should be Reference and Comments and the third summarize object would be

SH_94 · Answer

Hi @Qiu ,

Thanks a lot for the swift response. May i know how can we bring the information forward , for example in this case, i actually not need the grouping for comments at the initial stage but i would need to use it in the later stage.That why i would like to show it in the grouping as well.

Do you know what is the best well to encounter this issue?

Thank you so much again.