Hi everyone I have a weird question. I have a dataset that looks like this idamount1017101-3101-41018101-4101-4 How do I group so that amounts 7, -3, -4 are the same group #? The Logic is that 7 + -3 + -4 = 0 so I want to group them together. Similarly 8 + -4 + -4 = 0. For example I want idamountgroup #10171101-31101-4110182101-42101-42 I tried using summarize but I cant just sum by ID number because most of them have more than one group per ID. The original data set has Date column which really doesn't follow a pattern, and description which again has just an explanation and is sometimes unique to each transaction.

Grouping and summing without relation

Hi everyone I have a weird question. I have a dataset that looks like this

id	amount
101	7
101	-3
101	-4
101	8
101	-4
101	-4

How do I group so that amounts 7, -3, -4 are the same group #? The Logic is that 7 + -3 + -4 = 0 so I want to group them together. Similarly 8 + -4 + -4 = 0.

For example I want

id	amount	group #
101	7	1
101	-3	1
101	-4	1
101	8	2
101	-4	2
101	-4	2

I tried using summarize but I cant just sum by ID number because most of them have more than one group per ID. The original data set has Date column which really doesn't follow a pattern, and description which again has just an explanation and is sometimes unique to each transaction.

Best Practices

Accepted answers

fmvizcaino

Hi @nivnat ,

Maybe I am oversimplifying your problem, but take a look at the example attached and let me know if that works for you.

Best,

Fernando Vizcaino

2019-12-09 Grouping and summing without relation.yxmd

All comments

fmvizcaino

Hi @nivnat ,

In my example, I'm admitting that you will always sum 0 for every group and that they are all sorted somehow.

So, after those assumptions, I'm using a running total to do an accumulate sum and then a multi-row to identify the different groups.

Take a look at the example and let me know if that works for you.

Best,

Fernando Vizcaino

2019-12-09 Grouping and summing without relation.yxmd

nivnat

Many thanks! That works for most of my data. But I forgot to mention that there are a couple groups where the sum need not be zero, but they have to be classified as a different group. The problem with this is it works until it hits a group where sum never becomes zero so for the rest of the id it categorizes it as the same group when it's actually not.

I've tweaked the data to include this condition too. What I get is:

id	amount	group
76	6.67	1
76	-6	1
76	-0.67	1
93	9.33	2
93	3.67	2
93	-3.67	2

What I need is:

id	amount	group
76	6.67	1
76	-6	1
76	-0.67	1
93	9.33	2
93	3.67	3
93	-3.67	3

Any help is much appreciated.

fmvizcaino

Hi @nivnat ,

Maybe I am oversimplifying your problem, but take a look at the example attached and let me know if that works for you.

Best,

Fernando Vizcaino

2019-12-09 Grouping and summing without relation.yxmd

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