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SOLVED

Adding values for a balance

Deano478
12 - Quasar

Hey Alteryx Community,

 

I'm having a bit of an issue at the moment that you might be able to help me with. Essentially I've summarised by data to get this new dataset below:

But i'm unsure as to how I can add the values in the Total for January and December for each ID together to get a grand total for each ID.

 

IdentifierCompanyNameMonthTotal
ABC202_ATest Company 1 LimitedJanuary8102.16
ABC202_ATest Company 1 LimitedDecember12352.89
DEF100_BTest Company 2 LimitedJanuary756.25
DEF100_BTest Company 2 LimitedDecember1014.75
GHI987_CTest Company 3 LimitedJanuary3677.19
GHI987_CTest Company 3 LimitedDecember3737.97

 

 

Any and all help is much appreciated I'm probably missing something on my end that I can seem to figure it out. 

7 REPLIES 7
DataNath
17 - Castor
17 - Castor

Hey @Deano478 you could just further Summarize these values in a separate branch and then add them back to each relevant ID:

 

DataNath_0-1671103181287.png

 

DataNath_0-1671103108664.png

ShankerV
17 - Castor

hi @Deano478 

 

One way of doing this!!!

 

ShankerV_0-1671103311627.png

 

If this helps, please like this post and mark it as a solution. If you have any other questions, please let us know.

 

Many thanks

Shanker V

binu_acs
21 - Polaris

@Deano478 One way of doing this

 

binuacs_0-1671103500212.png

 

 

ShankerV
17 - Castor

@Deano478 

 

Step 1: Input

Step 2: Summarize tool

ShankerV_0-1671103373615.png

 

Step 3: Join tool

ShankerV_1-1671103403652.png

 

If this helps, please like this post and mark it as a solution. If you have any other questions, please let us know.

 

Many thanks

Shanker V

 

ShankerV
17 - Castor

Hi @Deano478 

 

You can have the output in the below format also.

 

ShankerV_0-1671103680462.png

 

If this helps, please like this post and mark it as a solution. If you have any other questions, please let us know.

 

Many thanks

Shanker V

 

Deano478
12 - Quasar

@DataNath @ShankerV @binu_acs WOW I appreciate the rapid responses from all of you it's much appreciated I'll give these solutions a try now so I can understand them before implementing them and if I do have any further question about these solutions i'll let you know  

ShankerV
17 - Castor

Hi @Deano478 

 

Step 1: Input

Step 2: Summarize tool

ShankerV_0-1671103793287.png

 

Step 3: Union tool

ShankerV_1-1671103816255.png

 

Step 4:Formula tool

 

if IsNull([Month])
then "Grand total"
else [Month]
endif

 

ShankerV_2-1671103839573.png

 

Step 5: Sort tool

ShankerV_3-1671103872722.png

 

Output:

ShankerV_4-1671103904799.png

 

If this helps, please like this post and mark it as a solution. If you have any other questions, please let us know.

 

Many thanks

Shanker V

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