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Alteryx Designer Desktop Discussions

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Running Total Issue when Summarizing

Kristinbell
7 - Meteor

We're having an issue where we've created a running total for Unable to Schedule at a product level. However, when we try to roll it up in the hierarchy, we're getting incorrect information. Attached is a sample workbook with simulated data. You can see if you run it that the Tablets product three running total UTS figured, -549, -1,098, and -1,647. We would expect that when we summarize in Alteryx/Tableau/Excel pivots that we would see a total Running UTS for all three dates to summarize under Tablets as -3294. However, when adding a summarize tool, it comes up at -8,682. How can we rectify this issue?

12 REPLIES 12
GMG0241
8 - Asteroid

Hi Kristinbell,

 

I can't download the .xlsx because it's still virus scanning. Please may you try reuploading the file, or replying with some example data so that I can debug the workflow, thanks!

 

Edit: Alternatively, upload the workflow as a .yxzp by going to Options>Export Workflow

 

Screenshot 2025-03-27 151826.png

Kristinbell
7 - Meteor

Hi - thanks for responding. Reposting here to see if that works. Thanks!

Kristinbell
7 - Meteor

Strange - having the virus scan issue still. Let me paste it, it's just a short table:

 

CategorySubcategoryProduct IDProduct NameNRPcMPSDate 1Date 2Date 3
ElectronicsLaptopsP001Dell XPS 1325615007/15/20238/20/20239/10/2023
ElectronicsLaptopsP002Apple MacBook Air30012006/5/20237/2/20239/1/2023
ElectronicsLaptopsP003Lenovo ThinkPad X127513505/18/20236/15/20238/25/2023
ElectronicsSmartphonesP004Apple iPhone 144009994/20/20235/22/20236/30/2023
ElectronicsSmartphonesP005Samsung Galaxy S223757991/15/20232/12/20233/25/2023
ElectronicsSmartphonesP006Google Pixel 63506993/10/20234/14/20235/1/2023
ElectronicsTabletsP007Apple iPad Pro4509999/5/20239/20/202310/14/2023
ElectronicsTabletsP008Samsung Galaxy Tab S84208495/15/20236/22/20237/18/2023
ElectronicsTabletsP009Microsoft Surface Pro 84308998/1/20238/20/20239/12/2023
Home AppliancesRefrigeratorsP010LG Smart Refrigerator50019991/10/20232/14/20233/18/2023
Home AppliancesRefrigeratorsP011Samsung French Door48017995/5/20236/15/20238/22/2023
Home AppliancesRefrigeratorsP012Whirlpool Top Freezer48012997/1/20237/18/20239/9/2023
Home AppliancesWashing MachinesP013Bosch Series 44009993/12/20234/4/20235/27/2023
Home AppliancesWashing MachinesP014LG Front Load4508995/9/20236/2/20237/29/2023
Home AppliancesWashing MachinesP015Samsung Top Load4207996/30/20237/15/20238/16/2023
Home AppliancesMicrowavesP016Panasonic Countertop2001991/12/20233/24/20234/7/2023
Home AppliancesMicrowavesP017Breville Smart Oven2202995/21/20236/18/20238/5/2023
Home AppliancesMicrowavesP018Emerson Microwave Oven1801291/25/20232/19/20233/15/2023
alexnajm
18 - Pollux
18 - Pollux

Can you upload as a .yxzp as @GMG0241 recommended? We are still getting the virus scanning in progress

Kristinbell
7 - Meteor

Hi both - see attached. I also changed the input to a text input so the Excel file isn't needed. Thanks.

alexnajm
18 - Pollux
18 - Pollux

Based on how you've configured your workflow, Alteryx is behaving correctly - search tablets and you'll see all the rows that aggregate together in your Summarize. If you are only going off of Category and Subcategory, these add up properly

Running Total Issue when Summarizing.png

 

I am not sure of your ultimate goal but alteryx is correct based on the data provided

Kristinbell
7 - Meteor

It's working for that output exactly how I want. However, if you look at the output summarized by category and subcategory, the numbers aren't summarizing how I would expect. In your screenshot, the Tablets product three running total UTS are -549, -1,098, and -1,647. We would expect that when we summarize in Alteryx/Tableau/Excel pivots that we would see a total Running UTS for all three dates to summarize under Tablets as -3294. However, when adding a summarize tool, it comes up at -8,682.

alexnajm
18 - Pollux
18 - Pollux

Yes, because you aren't summarizing by product ID which is what your -3294 would be... you need to include Product Id as a group by in your summarize if that's the case

GMG0241
8 - Asteroid

I think further to @alexnajm's answer, I would just mention that Alteryx isn't built to try and guess what you want to do after a transformation (unlike Excel or something) and after getting an output from a tool, Alteryx would assume that it is like any other table so regardless if you've pivoted or not, Alteryx wants you to tell it EXACTLY what you want to do, which in this case means grouping by ProductID and then summing the running total value as Alteryx views the running total column as just a bunch of numbers with no relation between each row, and so you need to tell it that actually the relationship is based on ProductID

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