Running Total Issue when Summarizing

[Kristinbell]

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?

[Kristinbell]

So my problem is that this is an example of a much larger data set. So in my real life problem, I've got dozens of different ProductIDs that roll under a sub category then a category. The running total works perfectly at the ProductID level, but the users would like to be able to look at a Sub Category and see the summary of the UTS of all ProductIDs under that Sub Category. There are 8 different levels in our hierarchy and this logic isn't working to roll up and down the product hierarchy. Do we need to calculate the running UTS at each level in the hierarchy to make this work? I'm confused why the summary tool won't just take those running UTS numbers and summarize them. I don't know how it even gets to the -8,682 total.

[alexnajm]

-8,682 is the addition of all 9 of the rows in my screenshot above

If you want -3294, simply add the product Id to your Summarize as a grouping as suggested previously

[alexnajm]