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Group Data and Summarize

traceystone
8 - Asteroid

I have a set of data that I would like to group and then summarize. I am not sure how to accomplish this. Here is a sample set of input data and the final output I would like to group and summarize. Can someone help me get started?

 

5 REPLIES 5
Luke_C
17 - Castor
17 - Castor

Hi @traceystone  - please share the logic on determining 'GL Group'

Luke_C
17 - Castor
17 - Castor

Hi @traceystone 

 

I think this should do the job if I understand correctly:

 

  1. Round GL acct down to nearest 1000
  2. Summarize by cost center, gl group, and total

 

Luke_C_0-1649872636649.png

 

 

traceystone
8 - Asteroid

The groups are defined like this..

 

610000  (any GL that starts with 610)

615000 (any GL that starts with 615)

620000 (any GL that starts with 620)

692000 (any GL that starts with 692)

 

 

and so on.

Luke_C
17 - Castor
17 - Castor

@traceystone thanks, I think the solution above will solve for it. Please confirm

traceystone
8 - Asteroid

Thanks. That worked

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