Is there a way to summarize certain values within a field, but not all?

Question

Hi,

New to Alteryx and just puzzling through for a while now...

I have our prior year hours for all of our clients and the scheduled hours for this year for all of our clients. The field I joined both of these files on is client #. I am summarizing/group by client # and then have a join and union set up, which is working fine. Problem is that I have 1 specific client that I do not want to summarize/group by. Is there a work around so all the data is summarized/grouped by client # except that 1 client?

grazitti_sapna · Answer

Hi @kthakk7,

You can filter out the 1 client before doing summarize.

If you can share the sample input and output data then that would be more helpful.

kthakk7 · Answer

I'm not sure if I'm understanding. Do you mind rephrasing please?

I don't need to ignore any of the hours. I need summarization for all clients, except 1 client. In the end I need to join everything still.

The prior year file has 10-15 fields + the prior year hours listed by client

The scheduled year field has 3-4 fields + the scheduled year hours listed by client

I'm doing a join with both of these files based on client #. Once everything is joined, there are some blank client region and client office fields that exist in the scheduled year file. I have a formula that basically says if the client region/office is blank then pull the data in from the scheduled year file.

The problem is I have 1 specific client that has no client region or client office the way it's summarizing. I want to summarize all the clients except this 1 client so I can still see the client prior year and scheduled year hours, but a break out by a client location instead of region or office.

MarqueeCrew · Answer

@kthakk7 ,

I'd a new column, do I want to summarize (based on an in (list) and add that as a grouping field.  You'll get the total of all required and ignored hours.  You can filter away the ignored values.

cheers,

mark