Grouping data
- Subscribe to RSS Feed
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Mute
- Printer Friendly Page
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Notify Moderator
I have a table with a bunch of loan accounts in column A and the data related to those loan accounts in the following columns, one of them being "# of days past due" which include the exact number of days that account is passed due. I want to group the loans together based on a range of days past due (1-30,31-60,61-90,and 90+) and pull the related data into those groups including a count of how many loans fall into that pool, the sum of the past due amount, and the sum of the principle balance for the loans in each days past due group.
Solved! Go to Solution.
- Labels:
- Tips and Tricks
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Notify Moderator
Regarding the first part your question, this came up recently in a thread called Aging Buckets https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Aging-Buckets/m-p/307697#M54934. One approach would be to use a Formula like the one described there. Once you have a new Bucket column, you could then use the Transform:Summarize tool: Bucket - Group By, Loan - Count, Amount - Sum. You could then use Transform:Crosstab to put the buckets into columns.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Notify Moderator
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Notify Moderator
Beautiful. Thank you.