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Add subtotals for multiple column criteria

tiverson
8 - Asteroid

I am trying to sum and format my data using multiple criteria.  

 

Data

tiverson_0-1634743239088.png

 

Desired output:

I want to be able to sort the data by Division, FX, ARE and project name.  Once sorted, I want to sum the TX amount column by each change in FX, by division with a grand total for division under the FX totals

 

tiverson_1-1634743284422.png

 

 

 

 

8 REPLIES 8
atcodedog05
22 - Nova
22 - Nova

Hi @tiverson 

 

The attached input file seems to be different can you please provide the correct input file.

tiverson
8 - Asteroid

The first tab is the data and the second tab is the desired output

atcodedog05
22 - Nova
22 - Nova

Hi @tiverson 

 

Here is how you can do it.

Workflow:

atcodedog05_0-1634750670399.png

 

Hope this helps : )

 

Hi @tiverson 

 

I built a solution using macros to get to this report

christine_assaad_0-1634754545179.png

 

tiverson
8 - Asteroid

My version of Alteryx will not let me download this solution.  

 

atcodedog05
22 - Nova
22 - Nova

Hi @tiverson 

 

No worries my friend follow this guide to downgrade the packaged workflow.

https://community.alteryx.com/t5/Engine-Works/Making-Workflows-Apps-amp-Macros-Backwards-Compatible/...

 

Hope this helps : )

tiverson
8 - Asteroid

I have one additional thing I need to filter for.  If a Project has a multiple PO's listed with similar amounts, I only need the amount listed once. 

I have attached the file that shows the desired output

 

tiverson_0-1637162979278.png

 

tiverson
8 - Asteroid

This solution works great.

To add to this workflow, how would I add a space and subtotal for each project also?

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