How to add a subtotal row to sum values belonging to specific categories

[JoRao]

Hello - 

I am trying to replicate an excel summary table showing a row with subtotal for the categories above it. Table 1 is how I currently have the data formatted and Table 2 is how I want it to ultimately look like. How would I achieve adding a subtotal row in alteryx?

Thanks much!

[ddiesel · Accepted solution]

Hi @JoRao

There are many ways to tackle this, but I would take the approach of using a "grouping category", Summarize tool, and Union tool set to a specfic output order.  Let us know if the attached workflow works for you.

[wenjuanchen]

Hi @JoRao, you can also cross tab each of your data type (actual, budget, variance), calculate the sum of Printers, Furniture and Paper Total, then transpose them, and finally join them together (as shown below and in the attached workflow).

[JoRao]

Thank you @ddiesel. This is very helpful. How would I modify the work flow if I have region on the first column and want the final output table to look like this: 

[JoRao]

Thanks @wenjuanchen

[JoRao]

Ignore my question @ddiesel. I figured it can be done by adding Region to the summarize tool as well. 

[ddiesel]

@JoRao glad it worked for you!

[vivaisun11]

Hello.

Thanks for the suggestion that you provided.

When I pass my data into the Table tool, how do I still keep the same order when some columns are not part of the grouped data in the Table tool?

Also, how do I remove 'Null' from the columns that don't have any data?