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RÉSOLU

Add subtotals for multiple column criteria

tiverson
Astéroïde

I am trying to sum and format my data using multiple criteria.  

 

Data

tiverson_0-1634743239088.png

 

Desired output:

I want to be able to sort the data by Division, FX, ARE and project name.  Once sorted, I want to sum the TX amount column by each change in FX, by division with a grand total for division under the FX totals

 

tiverson_1-1634743284422.png

 

 

 

 

8 RÉPONSES 8
atcodedog05
22 - Nova
22 - Nova

Hi @tiverson 

 

The attached input file seems to be different can you please provide the correct input file.

tiverson
Astéroïde

The first tab is the data and the second tab is the desired output

atcodedog05
22 - Nova
22 - Nova

Hi @tiverson 

 

Here is how you can do it.

Workflow:

atcodedog05_0-1634750670399.png

 

Hope this helps : )

 

Hi @tiverson 

 

I built a solution using macros to get to this report

christine_assaad_0-1634754545179.png

 

tiverson
Astéroïde

My version of Alteryx will not let me download this solution.  

 

atcodedog05
22 - Nova
22 - Nova

Hi @tiverson 

 

No worries my friend follow this guide to downgrade the packaged workflow.

https://community.alteryx.com/t5/Engine-Works/Making-Workflows-Apps-amp-Macros-Backwards-Compatible/...

 

Hope this helps : )

tiverson
Astéroïde

I have one additional thing I need to filter for.  If a Project has a multiple PO's listed with similar amounts, I only need the amount listed once. 

I have attached the file that shows the desired output

 

tiverson_0-1637162979278.png

 

tiverson
Astéroïde

This solution works great.

To add to this workflow, how would I add a space and subtotal for each project also?

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