Help with workflow completion

[Marg7]

I'm need help completing my workflow. I have a file which are reflecting changes occurring each month for different employee. In Nov we received all deductions for the employee then throughout the month only the changes are provided. I need to create a column for every month that would include the changes made. Here is a copy of my workflow so far. Plus an attached sample showing before and what I hope the output would be.

[apathetichell · Accepted solution]

Hi!

Quick question - could you attach your workflow too? I see the excel file but only the image of the workflow - not the attachment itself.

Based upon what I'm seeing though a generate rows and a multi-row formula might be useful. I notice you have a multi-field tool on the canvas to be used - and I personally don't know I'd use one here. I'd transpose and use a multi-row formula.

One more quick thing - play around with the running total tool - that might be easier than summarize for your workflow. You'd group by customer-id/...

[Marg7]

Hello,

Sorry, I accidently click on solution. I'm new to Alteryx. I would appreciate the help with my workflow.

[apathetichell]

No problem - if you can upload what you have that would be great!

[apathetichell]

Is this close to what you want? Note - Total is showing up as the first row - but I can remove it if you'd like.

Quick addendum - since Total row doesn't have an employee ID - you have to check "Name" for Grouping-Data either as well.

I'd keep ID checked in case two people have the same name...

Slightly modified version to show you the biweekly totals  - note these are un-crosstabbed and un-unioned.

[Marg7]

Hello,

See attached workflow. 

[apathetichell]

Thanks - take a look at the workflow I posted and see if it works for you.

Edit - also attached a version that generates new totals and attaches it as the first row.

[Marg7]

I'm unable to see your workflow. Here's what comes up.

[apathetichell · Accepted solution]

Weird! Maybe it's because I updated the message a few times - try these...

[Marg7]

Thank you for all your help.