Data Detail with Summary and calculation based on Summary.

[Joseph_Mediant]

I have a conundrum and I've tried searching in the community for a solution and I cannot find the answer I'm looking for.  Basically what I have is a list of jobs that have CUSIP totals under each job in a CSV file.  I need for Alteryx to generate a report that will show the cusip level detail and totals for each CUSIP in a job and show a summarized total of each job with a calculation preformed on the summary total.  

So far, this is what I have.

The top line at the split showing the CUSIP level detail and the bottom of the split showing the summary and calculation.  I need to know how to marry the two and condense it into a report.  Any help would be much appreciated!

Best,

Joseph Simonowich

Mediant Communications, Inc.

[Amol_Telore]

Hey @Joseph_Mediant 

I can see Due date value in its own cell and data is not merged with other nearby cells. PFA below snapshot for reference. Could you please let me know how you want to see data in the report. If you can share excel report with due date and fullset calc in it then it will be helpful for me to understand your requirement. 

[Joseph_Mediant]

Hey @Amol_Telore ,

I have attached the spreadsheet below.  Here is a snip of what I'm talking about.  Also it appears that it tries to sort by requestor but the further you go down in the report it gets out of order.  

[Amol_Telore · Accepted solution]

Hey @Joseph_Mediant 

I have updated the workflow. Both the issues are resolved. PFA for the same. 

Regards,

Amol Telore

[Joseph_Mediant]

Thanks so much for all of your assistance with this.  I definitely couldn't have done it without you.  

[Amol_Telore]

Glad to work with you. Have a good day ahead.!

[Joseph_Mediant]

Hi Amol,

I have had to add the Estimated columns back in and I was able to do so without an issue except the alignment of the column headers and data.  Not sure where I need to tweak the tools to get this to line up correctly.  Can you assist?  I've attached an example output file and the workflow.

[Amol_Telore]

Hey @Joseph_Mediant 

Can you share a sample output file with correct alignment of columns and data ?

Thank You.!

[Joseph_Mediant]

Please see attached.

[Joseph_Mediant]

Hi @Amol_Telore  - Just following up to see if you've had a chance to take a look at the column alignment?

[Amol_Telore]

Hi @Joseph_Mediant 

Somehow, I missed your last reply. I will look into it and get back to you.