I'm looking for a process that can recreate the % column below. You can see that there are multiple rows of which the total calculation is based on within the same field (total assets, total liabilities), and this is where I'm struggling in carrying this over to alteryx. I'm wondering how I can replicate this in a large WF with many more totals and columns with similar data. Please let me know if this isn't clear.
Cash | $ 4,376 | 0.15% |
Loans | 2,803,479 | 97.28% |
Allowance for loan losses | (30,090) | -1.04% |
Net loans | 2,773,389 | 96.24% |
Loans held for sale | 593 | 0.02% |
Accrued interest receivable | 17,069 | 0.59% |
Equity investments in other Farm Credit institutions | 32,074 | 1.11% |
Premises and equipment, net | 16,438 | 0.57% |
Other property owned | 622 | 0.02% |
Accounts receivable | 34,519 | 1.20% |
Other assets | 2,801 | 0.10% |
Total assets | 2,881,880 | 100% |
Liabilities | ||
Notes payable to Farm Credit Bank | 2,181,496 | 97.09% |
Accrued interest payable | 5,900 | 0.26% |
Patronage refunds payable | 30,836 | 1.37% |
Accounts payable | 2,420 | 0.11% |
Other liabilities | 26,278 | 1.17% |
Total liabilities | 2,246,930 | 100% |
Solved! Go to Solution.
Hi @BSmithdubz
I recommend the following:
1.) split your table into 2 tables: assets & liabilities
2.) crunch the numbers per table (e.g. % column)
3.) union the 2 updated tables back together
Let me know whether this helps you.
Best regards
Phil
This is great - thank you! My only concern now is that I have to replicate this for 60 or so fields. I think my best move may be to batch macro by unit (20 units) and then slightly edit the formula. Thanks again.
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