How To Group By Specific Values In A Column

Hello All,

I am trying to group the values in Column E by a specific value in Column K. Basically, I need to group them as follows:

Class = GW stays in it's own row

Class = LC + Class = TL needs to be added together and be a row

All other classes needed to be added together and be in a row

I also have fields where there is no class at all and those just need to be ignored. I've attached a sample of the data for reference. I appreciate your help on this.

Sample Data.xlsx

Workflow

Datasets

Accepted answers

All comments

ShankerV

Hi @FabianAvina

Can you please paste the sample output expected from the input shared.

Will be useful to understand and proceed in a better way.

Thanks in advance.

PanPP

Hi @FabianAvina

I have uploaded a sample WF that sums all the values based on the associated classes.

Hope this helps. If it does, please like the post and mark it as a solution.

Sample WF - Class Values.yxmd

FabianAvina

Like this

PanPP

Hi @FabianAvina

I have updated the sample WF to contain grouping by time periods.

If you want to group by more columns, simply add them to the Summarize tool and move the order above the sum of the values.

Hope this helps. If it does, please like the post and mark it as a solution.

ShankerV

Hi @FabianAvina

Please find the expected output.

Also I believe you need projected value for each different year.

Many thanks

Shanker V

Current year expense.yxmd

binu_acs

@FabianAvina One way of doing this

GroupBy_Specific Values_1213.yxmd

ShankerV

Hi @FabianAvina

I have tweaked one tool to get the desired output for Projected years 2023, 24 and so on.

Note: The workflow used to achieve the solution is attached which can be downloaded to see how the solution works.

If you believe your problem has been resolved. Please mark helpful answers as a solution so that future users with the same problem can find them more easily!!!!

Many thanks

Shanker V

Current year expense.yxmd

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