Create a aggregate table

[itahir04]

Hi Alteryx community,

I am trying to calculate monthly work load of team members. 1 being 100% work load, .2 being 20% work load, etc. I need to analyze alteryx out put with tableau.

I have table like that:

Project ID	Project Name	User Name	Jan	Feb	March	April	May	June	July	August	Sep	Oct	Nov	Dec
1001	P1	Joe
1001	P2	Joe
1001	P3	Joe	1	1	0.6	0.3	0.3	0.3	0.3	0.3	0.3
1001	P4	Joe			0.2	0.2	0.2	0.35	0.35	0.35	0.3	0.25	0.25
1002	C1	Joe			0.2	0.2	0.2	0.35	0.35	0.35	0.2	0.25	0.25	0.3
1001	C2	Joe									0.2	0.5	0.5	0.7
1005	T1	Bob	1	1	0.6	0.3	0.3	0.3
1006	T2	Bob			0.2	0.2	0.2	0.35
1007	T3	Bob			0.2	0.2	0.2	0.35

In My out put file, I need Monthly workload of each team member- (Aggregate of monthly numbers for each user.)

for example Joe in March (.6+.2+.2) = 1 which is 100%

My Out put table should llook like:

Project ID

Project Name/WORK

User Name

Month

Allocation

Please give me an idea how can I get montly workload of each team member with my output table format.

Thanks,

Rana

[cmcclellan]

I'm just about to leave work for the day, but you can do this by:

- Transpose tool to get all the months in a single column

- Summarize tool to aggregate the data (but based on what you've shown, the Project Name / User will mean that you get 9 records anyway.

[RishiK · Accepted solution]

Hi there

Have a look at the attached workflow example.

[itahir04]

Hi Rishik,

Thanks for your great solution.

I think that should help me. I might need to tweak little bit as I do want all output in one file.

Like individual workload for each project and total monthly allocations.

Also I would like to have Monthly total allocations in one Month Coloumns.

You have it all , just in two outputs.

Can you please help me put all in one output.

Thanks,

Rana

[cmcclellan · Accepted solution]

But you're using Tableau right ?, so you just need the data at the lowest level and get Tableau to do the aggregation automatically

See attached - the workflow creates the CSV and then use the CSV in Tableau to create all the visualisations you requested.

[itahir04]

Thanks for providng me this solution.

Regards,