Is it possible to filter out and create a new column Based on that

Question

Hello:

For the ollowing information, I want to create a Column based on all Expense and the another column is based on Net_AnL . Then I want to deduct (Expense- Net_anL)

AmountAccount Type-385314Net_AnL45862Expense-59875Net_AnL-587Expense74981Expense651779Expense981872Net_AnL19074777Expense19601074Net_AnL5561118Net_AnL

Appreciate your help.

Thanks

Felipe_Ribeir0 · Accepted Answer

Hi @Kinetic_analytics

Not sure if it is it, please confirm if i understood correctly.

DataNath · Accepted Answer

As you already have the necessary categories in the data itself, you can just cross-tab to get the headers and the aggregated values that correspond to them which Alteryx needs for deductions because formulas work on a row level. After that, it's just a simple subtraction within the formula tool:

Felipe_Ribeir0 · Accepted Answer

Hi @Kinetic_analytics

Please check it again.

IraWatt · Accepted Answer

Hey @Kinetic_analytics,

You can group by account type and sum the amounts using the Summarize tool then pivot the data using the crosstab tool then do your formula using the formula tool:

This solution uses the cross tab tool which can be hard to understand to new users. I would recommend checking out the community Getting-Started-Learning-Path for some context on how they work: https://community.alteryx.com/t5/Learning-Paths/Getting-Started-Learning-Path/ta-p/475117#done

Any questions or issues please ask

Ira Watt
Technical Consultant
Watt@Bulien.com