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?
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
Strange - having the virus scan issue still. Let me paste it, it's just a short table:
Category | Subcategory | Product ID | Product Name | NRP | cMPS | Date 1 | Date 2 | Date 3 |
Electronics | Laptops | P001 | Dell XPS 13 | 256 | 1500 | 7/15/2023 | 8/20/2023 | 9/10/2023 |
Electronics | Laptops | P002 | Apple MacBook Air | 300 | 1200 | 6/5/2023 | 7/2/2023 | 9/1/2023 |
Electronics | Laptops | P003 | Lenovo ThinkPad X1 | 275 | 1350 | 5/18/2023 | 6/15/2023 | 8/25/2023 |
Electronics | Smartphones | P004 | Apple iPhone 14 | 400 | 999 | 4/20/2023 | 5/22/2023 | 6/30/2023 |
Electronics | Smartphones | P005 | Samsung Galaxy S22 | 375 | 799 | 1/15/2023 | 2/12/2023 | 3/25/2023 |
Electronics | Smartphones | P006 | Google Pixel 6 | 350 | 699 | 3/10/2023 | 4/14/2023 | 5/1/2023 |
Electronics | Tablets | P007 | Apple iPad Pro | 450 | 999 | 9/5/2023 | 9/20/2023 | 10/14/2023 |
Electronics | Tablets | P008 | Samsung Galaxy Tab S8 | 420 | 849 | 5/15/2023 | 6/22/2023 | 7/18/2023 |
Electronics | Tablets | P009 | Microsoft Surface Pro 8 | 430 | 899 | 8/1/2023 | 8/20/2023 | 9/12/2023 |
Home Appliances | Refrigerators | P010 | LG Smart Refrigerator | 500 | 1999 | 1/10/2023 | 2/14/2023 | 3/18/2023 |
Home Appliances | Refrigerators | P011 | Samsung French Door | 480 | 1799 | 5/5/2023 | 6/15/2023 | 8/22/2023 |
Home Appliances | Refrigerators | P012 | Whirlpool Top Freezer | 480 | 1299 | 7/1/2023 | 7/18/2023 | 9/9/2023 |
Home Appliances | Washing Machines | P013 | Bosch Series 4 | 400 | 999 | 3/12/2023 | 4/4/2023 | 5/27/2023 |
Home Appliances | Washing Machines | P014 | LG Front Load | 450 | 899 | 5/9/2023 | 6/2/2023 | 7/29/2023 |
Home Appliances | Washing Machines | P015 | Samsung Top Load | 420 | 799 | 6/30/2023 | 7/15/2023 | 8/16/2023 |
Home Appliances | Microwaves | P016 | Panasonic Countertop | 200 | 199 | 1/12/2023 | 3/24/2023 | 4/7/2023 |
Home Appliances | Microwaves | P017 | Breville Smart Oven | 220 | 299 | 5/21/2023 | 6/18/2023 | 8/5/2023 |
Home Appliances | Microwaves | P018 | Emerson Microwave Oven | 180 | 129 | 1/25/2023 | 2/19/2023 | 3/15/2023 |
Can you upload as a .yxzp as @GMG0241 recommended? We are still getting the virus scanning in progress
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
I am not sure of your ultimate goal but alteryx is correct based on the data provided
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.
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
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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