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SOLVED

grouping and renaming.

prpatel
11 - Bolide

Hello all:

 

I don't know the exact syntax or name of what I want to do, but I want to take a table like this...

 

GroupInOut
A51
B61
C35
D52
E57

 

and convert it to a table like this...

GroupInOut
A2416

 

in this case, I have a 25000 row dataset where the group (in my case this is Organization) has been identified in different ways (either as "Q.A." or "Quality" or "QA" or "Qual").  What I wish to do is to group them all and call it "QA" and have all their rows sum up.  I have seen this feature in Tableau, and was wondering how to do it in Alteryx to minimize my reliance on Tableau (primarily to speed up my Tableau visualizations).

 

Any thoughts?

 

-Tesh.

 

4 REPLIES 4
binuacs
21 - Polaris

@prpatel One option is to add a column Group using formula tool and assign a variable ‘QA’ 

summarise tool group by the column Group and take sum of the other two columns

AngelosPachis
16 - Nebula

Hi @prpatel ,

 

Alteryx doesn't have a native way to group values like Tableau has. What you can do is either use a formula tool to just rename groups A, B, C, D and E to just A and then summarize your values

 

OR

 

since all values under the group column will have to become A (or in your case "QA") then you can first use a summarize tool to find the sum of Ins and Outs and the use a formula tool to create the [Group] column

 

AngelosPachis_0-1653328570976.png

 

Hope that helps,

Angelos

prpatel
11 - Bolide

@binuacs and @AngelosPachis ....Thank you for your responses.  I'll use the formula tool to output the grouped name (in my case QA) by using an if statement such that...

 

..."  If [group] = "A" or "B" or "C" or "D" or "E" then "A" else "A" endif...

 

I think this will work...

 

-Tesh.

AngelosPachis
16 - Nebula

@prpatel a correct IF statement will have the following syntax in our case:

 

IF [group]="A" 

OR [group]="B" 

OR [group]="C" 

OR [group]="D" 

OR [group]="E" THEN "A"

ELSE "A"

ENDIF

 

Another way is an IN statement which is like a multiple OR, so

 

IF [group] IN ("A","B","C","D","E") THEN "A" ELSE "A" ENDIF

 

Nonetheless, since the result of the IF statement will always be "A", that makes the use of an IF statement redundant/. So you can just use a formula tool to change the values into the [group] column into just "A".

 

Hope that helps,

Angelos

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