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Alteryx Designer Desktop Discussions

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Fill rows with data from existing rows

Kavya132017
8 - Asteroid

Hi Everyone,

 

I have a situation of credit & debit amount per each account filled in 2 rows.I want to club it into a single row.How can I do it?

 

Example:

Kavya132017_0-1682507361274.png

Expected output:

Kavya132017_1-1682507402988.png

 

Attached sample data.

 

Any help is appreciated.Thank You

 

6 REPLIES 6
davidskaife
14 - Magnetar

Hi @Kavya132017 

 

A very quick way is to use the Summerise tool:

DavidSkaife_0-1682508243623.png

Grouping by Account then summing Credit and Debit columns. This only works though if you only have one value per account (unless you want to sum them!)

DavidSkaife_1-1682508259243.png

 

 

Kavya132017
8 - Asteroid

Hey David,

 

Thanks for the quick response. I don't want to sum the credit and debit amounts. Each account may have various transactions in different months.I want all of them too be separate.

binuacs
21 - Polaris

@Kavya132017 Another option using Transepoe and Cross tab tool

binuacs_0-1682517815251.png

 

RobertOdera
13 - Pulsar

Hi, @Kavya132017 

 

Here is another option.

I hope you find it helpful - Cheers!

 

RobertOdera_0-1682535482030.png

 

Kavya132017
8 - Asteroid

Hey Robert,

 

I've tried the Join solution mentioned. It's giving cartesian product which increases the count of records. I don't want that. How can I get rid of it

davidskaife
14 - Magnetar

Hi @Kavya132017 

 

Assuming your debit/credit amounts will always be equal you could use a filter tool after the join to filter when Credit = Debit:

 

DavidSkaife_0-1682593547107.png

 

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