Data Grouping

[cmholls84]

I have a list of employee travel and entertainment expense transactions and am trying to determine if employees go over set meal allowance for each day. So I want to be able to group by [Employee #] & [Date] to see if the aggregate of transactions for a particular day go over the limit. 

[PanPP]

Hi @cmholls84 

You can use the summarize tool to accomplish this. 

In the summarize tool, group by the Employee # and Sum up the transactions. 

If the date is important, you can also group by the date. 

[cmholls84]

Is it possible to accomplish this with a formula tool so that a "Exception" column with "Yes" or "No" output can be added back into the main data set? 

[n8rushton]

You would want to have 2 columns: An actual spent column and what the target spend was. Then with a simple boolean in a formula tool after the summarize you can state [actual]>[target] to get a 1 or 0.