Summary Report

Question

Hi,

I am new to Alteryx. I have created a workflow for stats summary reporting. I am trying to bucket "Process Subtypes" into 4 different categories (some would fall under withdrawals, some under transfers, adjustments etc...). Here is my current output:

Current Output

Please refer to excel attachment for my desired output. That's how I want these items to be categorized/bucketed into withdrawals, transfers, others etc. and showing the total of the each.

Many thanks for your help!

Board Stats GOW Update Sheet - July 2018.xlsx

bbak · Accepted Answer

This solutions assumes that the categories for each subtype will stay static. You can create a category column using a formula tool that is assigned based on the subtype name. Then you could use a summarize tool, group by category, group by subtype, and sum your totals.

bbak · Accepted Answer

Great job! I would suggest following BarnesK's Solution here https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Grand-Total-and-Sub-Totals/td-p/88059 for the subtotals and grand total.

Basically you would have another stream that does a group by Request Category, changes the names to Request Category + "Total", brings it back into the stream, and then sorts by Request Category name so that everything is in order.

You could probably create another rule that removes the duplicate request category names, but that would be more of a visual tweak. You could probably accomplish at the end after sorting by using a Running Total and grouping by Request category, then using a formula tool that says IIF([Running Total]!=1,Null(),[Request Category])