Important Community update: The process for changing your account details was updated on June 25th. Learn how this impacts your Community experience and the actions we suggest you take to secure your account here.

Alteryx Designer Desktop Discussions

Find answers, ask questions, and share expertise about Alteryx Designer Desktop and Intelligence Suite.
SOLVED

cal % in multiple columns with multiple totals

chenyzhao
6 - Meteoroid

Hello - i'm trying to do a % cal in multile columns. The original data looks like below, it was grouped by fund and then investor. I need to calculate the % for each quarter for each fund. I played around with summary too to get the fund total, and then Join tool to join the source and total together. But I could not figure out how to do formula for each quarter. Thanks!

 

FundInvestor2021 Q1 2021 Q22021 Q32021 Q4
AAllen100150180200
AMark100150180200
ATom100150180200
BScott200250280300
BMary200250280300
BAlice200250280300
CJoe300350380400
CAly300350380400
CAshley300350380400

 

The desired out would be like below. 

 

 

FundInvestor2021 Q1 % of Q12021 Q2 2021 Q3 2021 Q4 
AAllen10033.33%15033.33%18033.33%20033.33%
AMark10033.33%15033.33%18033.33%20033.33%
ATom10033.33%15033.33%18033.33%20033.33%
Total 300 450 540 600 
BScott20033.33%25033.33%28033.33%30033.33%
BMary20033.33%25033.33%28033.33%30033.33%
BAlice20033.33%25033.33%28033.33%30033.33%
Total 600 750 840 900 
CJoe30033.33%35033.33%38033.33%40033.33%
CAly30033.33%35033.33%38033.33%40033.33%
CAshley30033.33%35033.33%38033.33%40033.33%
Total 900 1050 1140 1200 

 

2 REPLIES 2
Felipe_Ribeir0
16 - Nebula

Hi @chenyzhao 

 

One way of doing this:

PRINT1.png

chenyzhao
6 - Meteoroid

thanks, very helpful!

Labels