YTD total with a split to see the month on month nos

[remarsha]

With a workflow, I've arrived at the Monthly nos for say Commission / Other fees / Volume etc.

Now i need to port it to a file which has the YTD Nos.

As per the requirement, the YTD Commission cell would show the total (for e.g., YTDJun is   180).
However the formula in the cell needs to show the month-wise split something like (=20+24+32+28+43+33).

Any idea how to accomplish this using Alteryx.

[IraWatt]

Hey @remarsha,

Can you provide an example dataset and the result you want from it for context.

Thanks,

Ira

[Christina_H · Accepted solution]

A simple concatenation seems to work, convert the fields to string fields and then use a summarize tool to concatenate the values.

[remarsha]

Thanks Christina. The output is exactly what i need.

Will try it out and revert.

I have around 7 columns for which i need this conversion. Do i need to do it individually or can do all at once?

[remarsha]

Hey Ira,

Thanks for your response. 

Am trying the sol provide by Christina below. As the o/p is the way i need it. 

[Christina_H]

@remarsha You should be able to convert all the relevant columns to strings in a single select tool, and then concatenate them all in a single summarize tool.  You'll have to set up each one individually though.

[remarsha]

1. Using the current solution lets  me add to the YTD and shows as (=180+ 50). The latter being the newly added monthly value.

2. But how do i import the existing YTD Data in Alteryx (=20+24+32+28+43+33)...It just shows me the Total and not (Month1+Month2+Month3) split.

[Christina_H]

@remarsha Are you able to upload your workflow?  When I tried it out, I could concatenate the values and export to Excel, where the concatenated string was correctly interpreted as a formula.  It shows the total YTD value in the cell, but you can see the formula when you select the cell.  Is that what you wanted?

Alternatively, you could remove the equals sign to explicitly show the sum within the cell.  See attached workflow - I've made up some new values for "Fees" so you can also see how to apply it to multiple columns, but I've included a YTD sum of values separately from the concatenated version.  Commission still includes the equals, Fees does not, so you can see the different options.

[remarsha]

@Christina_H for some reason i am not able to download the yxmd file.  Will try the download again later.

i ran the workflow for a single column as test and in the output could see the formula in the cell with =.

For Aug the above method would help

How do i import the  Jan-Jul YTD as it shows single value as against =M1+M2+M3....

[remarsha]

@IraWatt  

Here is my requirement

1. arrive at the monthly nos.

2. add these to the YTD nos

3. However the cell shows just 100 for e.g., once highlighted need to show the break up=11+17+19+22+23+8.

4.  Once the year is how to ensure the template works?

Attaching the file.