summarize or grouping w/put losing data

Hello,

Please assist with solution for my issue. I promise i spent 5 hours attempting to figure out. It is passed midnight and i am losing it.

I have line item expenses with parent and child exception. I want to concatenate these exceptions ( [Exception Code], [Exception Level] [Exception Text], & [ # Exceptions ].

I created a column [ ELK&Exception Type ] . Then plan on grouping by this.

I used the summarize tool to group by ELK&Exception Type, then concatenate the exceptions. My issue is i have other columns than i need to bring in such as [ Report Legacy Key]. This field can have different keys but the summarize tool is only allowing me to bring it key, (min, max, first, last). Please see data attach.

Please help.

problem.JPG

Input_and_GoalOUTPUT.xlsx

output_Goal.JPG

Sample_data.yxmd

Capture.JPG

Help

Accepted answers

CoG

It seems like you just need to also Group By the other field [Report Legacy Key]. Just change "First" to Group By and it will keep that data un-"Summarized".

The Summarize tool can Group By as many fields as you like. Doing this could also save you the extra formula of grouping the ELK and Exception Type. Just Group By each field you don't want aggregated.

All comments

CoG

It seems like you just need to also Group By the other field [Report Legacy Key]. Just change "First" to Group By and it will keep that data un-"Summarized".