We are celebrating the 10-year anniversary of the Alteryx Community! Learn more and join in on the fun here.
Start Free Trial

Alteryx Designer Desktop Discussions

Find answers, ask questions, and share expertise about Alteryx Designer Desktop and Intelligence Suite.
SOLVED

Get total amount each year

RichardAlt
8 - Asteroid

Hi guys,

 

How can I get the total amount each year.

This is my sample data,

DescriptionCostMarket Value
MAMSB - DIBP_R_2018  
Sample Asia Pacific Income and Growth Fund18598.1217508.68
Sample Investment Asia-Pacific Ex-Japan Fund85039.1677517.74
Sample Investment Progress Fund15741.4211796.75
Sample Investment Regular Savings Fund89924.2866125.98
MAMSB - DIBP_E_2018  
Sample Asia Pacific Income and Growth Fund2789.722626.3
Sample Investment Asia-Pacific Ex-Japan Fund12748.411620.85
Sample Investment Progress Fund2361.211769.51
Sample Investment Regular Savings Fund13488.649918.9
MAMSB - DIBP_E_2019  
Sample Asia Pacific Income and Growth Fund405.11388.12
Sample Investment Asia-Pacific Ex-Japan Fund11014.9610227.52
Sample Investment Progress Fund6249.515333.91
Sample Investment Regular Savings Fund14797.6312955.7
MAMSB - DIBP_R_2019  
Sample Asia Pacific Income and Growth Fund2700.632587.45
Sample Investment Asia-Pacific Ex-Japan Fund73433.168183.49
Sample Investment Progress Fund41663.4235559.43
Sample Investment Regular Savings Fund98650.8586371.33
MAMSB - DIBP_E_2020  
Sample Investment Shariah Progress Plus Fund9495.269705.49
Sample Investment Asia-Pacific Ex-Japan Fund14501.4113650.7
Sample Investment Progress Fund7458.697244.32
Sample Investment Regular Savings Fund6859.986924.58
MAMSB - DIBP_R_2020  
Sample Investment Shariah Progress Plus Fund63301.764703.21
Sample Investment Asia-Pacific Ex-Japan Fund96676.191004.7
Sample Investment Progress Fund49724.648295.45
Sample Investment Regular Savings Fund45733.246163.83

I need to get the total amount each year. When I used Summarize tool in my workflow It total all in the column Cost and Market Value.

 

I want something like this,

Description Cost  Market Value 
MAMSB - DIBP_R_2018  
Sample Asia Pacific Income and Growth Fund     18,598.12        17,508.68
Sample Investment Asia-Pacific Ex-Japan Fund     85,039.16        77,517.74
Sample Investment Progress Fund     15,741.42        11,796.75
Sample Investment Regular Savings Fund     89,924.28        66,125.98
Total   209,302.98      172,949.15
MAMSB - DIBP_E_2018  
Sample Asia Pacific Income and Growth Fund       2,789.72           2,626.30
Sample Investment Asia-Pacific Ex-Japan Fund     12,748.40        11,620.85
Sample Investment Progress Fund       2,361.21           1,769.51
Sample Investment Regular Savings Fund     13,488.64           9,918.90
Total     31,387.97        25,935.56
MAMSB - DIBP_E_2019  
Sample Asia Pacific Income and Growth Fund           405.11              388.12
Sample Investment Asia-Pacific Ex-Japan Fund     11,014.96        10,227.52
Sample Investment Progress Fund       6,249.51           5,333.91
Sample Investment Regular Savings Fund     14,797.63        12,955.70
Total     32,467.21        28,905.25
MAMSB - DIBP_R_2019  
Sample Asia Pacific Income and Growth Fund       2,700.63           2,587.45
Sample Investment Asia-Pacific Ex-Japan Fund     73,433.10        68,183.49
Sample Investment Progress Fund     41,663.42        35,559.43
Sample Investment Regular Savings Fund     98,650.85        86,371.33
Total   216,448.00      192,701.70
MAMSB - DIBP_E_2020  
Sample Investment Shariah Progress Plus Fund       9,495.26           9,705.49
Sample Investment Asia-Pacific Ex-Japan Fund     14,501.41        13,650.70
Sample Investment Progress Fund       7,458.69           7,244.32
Sample Investment Regular Savings Fund       6,859.98           6,924.58
Total     38,315.34        37,525.09
MAMSB - DIBP_R_2020  
Sample Investment Shariah Progress Plus Fund     63,301.70        64,703.21
Sample Investment Asia-Pacific Ex-Japan Fund     96,676.10        91,004.70
Sample Investment Progress Fund     49,724.60        48,295.45
Sample Investment Regular Savings Fund     45,733.20        46,163.83
Total   255,435.60      250,167.19

 

Thank you!

2 REPLIES 2
Emil_Kos
17 - Castor
17 - Castor

Hi @RichardAlt,

 

I hope it helps. 

I am not sure if it will help in every scenario but definitely it is a good starting point.

 

 

ImadZidan
12 - Quasar

Hello @RichardAlt ,

 

An idea. It will give you options.

 

Hope it makes sense.

Labels
Top Solution Authors