Aggregate data then rejoin with original records

[jno_222]

I am trying to summarize data by certain fields to identify records with net $0 balances. Once identified, I want to be able to break down those summarized balances and see the original records summarized into $0. Can't seem to figure this one out..

[atcodedog05]

Hi @jno_222 

You do it by summarize it and adding back with a join

Here is a workflow for the task.

Output:

Workflow:

Hope this helps 🙂 Feel to ask if you have any questions

If this post helps you please mark it as solution. And give a like if you dont mind 😀👍

[grazitti_sapna]

Hi @jno_222,

As displayed by @atcodedog05 , this is one good and easy way to do it.

[jno_222]

My issue is that the fields I need to summarize data points on are not unique enough to then recognize the entire set of original records in the join tool.

[atcodedog05]

Hi @jno_222 

Can you provide a snapshot of the data/sample data.