Hello I am new to Alteryx and am trying to create new rows for our states based on the following categories: NOL, NOL VA, All other DTA. My current output is only showing the categories with balance values, but I am trying to include all values for the categories like in my desired output below. Is there a way I can create a table similar to the desired output below?
Current Output:
Jurisdiction | Category | State Def Tax Rate - Prior Period | State Def Tax Rate - Current | Ending Balance At PriorRate | Ending Balance At New Rate | Tax Effected Change |
AR | All Other DTA | 5.90% | 5.70% | 105 | 110 | 5 |
ID | All Other DTA | 6.50% | 6.00% | 106 | 111 | 5 |
ID | NOL | 6.50% | 6.00% | 107 | 112 | 5 |
NH | All Other DTA | 7.70% | 7.60% | 107 | 112 | 5 |
Desired output:
Jurisdiction | Category | State Def Tax Rate - Prior Period | State Def Tax Rate - Current | Ending Balance At PriorRate | Ending Balance At New Rate | Tax Effected Change |
AR | NOL | 5.90% | 5.70% | $0.00 | $0.00 | $0.00 |
AR | NOL VA | 5.90% | 5.70% | $0.00 | $0.00 | $0.00 |
AR | All Other DTA | 5.90% | 5.70% | $105.00 | $110.00 | $5.00 |
Total: AR | $105.00 | $110.00 | $5.00 | |||
ID | NOL | 6.50% | 6.00% | $107.00 | $112.00 | $5.00 |
ID | NOL VA | 6.50% | 6.00% | $0.00 | $0.00 | $0.00 |
ID | All Other DTA | 6.50% | 6.00% | $106.00 | $111.00 | $5.00 |
Total: ID | $213.00 | $223.00 | $10.00 | |||
NH | NOL | 7.70% | 7.60% | $0.00 | $0.00 | $0.00 |
NH | NOL VA | 7.70% | 7.60% | $0.00 | $0.00 | $0.00 |
NH | All Other DTA | 7.70% | 7.60% | $107.00 | $112.00 | $5.00 |
Total: NH | $107.00 | $112.00 | $5.00 | |||
Total: All | $425.00 | $445.00 | $20.00 |
Solved! Go to Solution.
@Macc365
I managed to get the data tranformed as above but still missing the column total. has to go for a meeting now.
Maybe you can continue from there.
😁
Thanks this worked great!