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Conditional Sum

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5 - Atom

Hallo All,

 

At first it is quite an easy request, but being new to Alteryx I could not manage to find a solution on my own yet, thus asking.

 

I have to calculate total amount of Check, when I have it in database split by various amounts.

 

Which formula, or function can help me with this?

 

Many Thanks

Emil

Alteryx Certified Partner

Hi @emil_hasanov 

 

Is the "Summarize" tool what you're looking for, maybe? If this is not what you're looking for, would you be able to provide an example of your expected output?

 

jrgo_0-1577120656981.png


Jimmy
Teknion Data Solutions

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Alteryx Certified Partner

Hi @emil_hasanov ,

 

Attached is an example showing how to get that done!

I'm using a summarize tool where I group by check and sum the subtotal column.

 

fmvizcaino_0-1577120707224.png

 

Let me know if that works for you.

Best,

Fernando Vizcaino

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5 - Atom

Yes, it was in the air, something easy as you suggested, just missed to find it on my own, Many Thanks!

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5 - Atom

After I used you proposed solution, I noticed miscalculations, would you have any ideas what could cause them? Not across, but on many Checks, the summary was not matching is you would calculate them by yourself.

 

Note, I was setting for both fields "Double" format.

 

Many Thanks in advance!

Emil

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Alteryx Certified Partner

It was not supossed to be happening.

Would you be able to share a sample ofnyour data with these misscalculations, please?

 

Best,

Fernando Vizcaino 

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