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Alteryx Designer Desktop Discussions

Find answers, ask questions, and share expertise about Alteryx Designer Desktop and Intelligence Suite.

Loop and Sum

bscully1
5 - Atom

New to the forum but I've been unable to create the report that I am looking for. I'll keep searching to see if someone was looking for a similar solution.

 

I am attempting to gather the cost that each manager and all of their direct reports generate each month. I have been able to enter a manual filter and find all of the lines that include a user (user d is located on 4 lines) but even if i do the sum I need to loop and run the sum/count for each line (thousands of lines, hundreds of maangers)

 

Users are A,B,C,D,E,F,G (E,F & G report to D, D reports to B, B reports to A, A is the top of the company

This data is in 2 data sources

 

User

manager

 

 

$ per month

Minutes per month

a

 

 

a

101

100

b

a

 

b

150

200

c

ab

 

c

123

300

d

abc

 

d

187

400

e

abcd

 

e

55

250

f

abcd

 

f

19

399

g

abcd

 

g

63

182

 

The results based on the above would be that all usage would rollup to A, B would include all users except A etc,....... EFG would only include themself.

User

total $

Total Time

a

698

1831

b

597

1731

c

447

1531

d

324

1231

e

55

250

f

19

399

g

63

182

 

2 REPLIES 2
PhilipMannering
16 - Nebula
16 - Nebula

HI @bscully1 

 

The following might do what you need...

PhilipMannering_0-1634063383298.png

 

drew9
9 - Comet

Hi @bscully1 , I have attached a batch macro that should work for you. You should combine the data sources you are using to create this report to feed into the macro, and then take a unique list of the managers/users you are looking for in your report as the control parameter. Let me know if you have questions. Thanks.

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