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Alteryx Designer Desktop Discussions

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

Help with columns and adding values

albertn
7 - Meteor

I am trying to the shares and the cost together by company by quarter. All I know is I will need to add new columns, but I am lost on what to do.

 

albertn_0-1614906938695.png

 

10 REPLIES 10
Qiu
21 - Polaris
21 - Polaris

@albertn 
A Summarize tool should do the work, but I dont see the "Quarter" Column.

And it will be better if you could show us what is your desired output?

albertn
7 - Meteor

Sorry I didn't type it into my post. I am trying to add the shares and the cost together by company by quarter.

albertn
7 - Meteor

I have a total of 12 excel sheets that I will be using and each sheet represents a month. For example, sheets 1-3 will be the first quarter. 

Qiu
21 - Polaris
21 - Polaris

@albertn 

One thing at a time, for your question, a formula tool is what we need?

CaptureT2-1.PNG

albertn
7 - Meteor

For example, in the screenshot I provided Amazon has 419,500 shares and another entry of 113,800 shares. How can I add a new column showing the total Amazon shares which should be 533,300?

Qiu
21 - Polaris
21 - Polaris

@albertn 

Something like this?

Capture-p1.PNG

albertn
7 - Meteor

Yes something like that, but for some reason my Sum option is grey and I cant click on it.

Qiu
21 - Polaris
21 - Polaris

@albertn 
It means the field you want to calculte is String Type Data, Check your data and use a Select Tool to change it to Double or Int.

albertn
7 - Meteor

Oh I got it thank you. My results are only given in 3 integers instead of it being a number in the thousands or millions.

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