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SOLVED

Create a aggregate table

itahir04
8 - Asteroid

Hi Alteryx community,

I am trying to calculate monthly work load of team members. 1 being 100% work load, .2 being 20% work load, etc. I need to analyze alteryx out put with tableau.

I have table like that:

Project IDProject NameUser NameJanFebMarchAprilMayJuneJulyAugustSepOctNovDec
1001P1Joe            
1001P2Joe            
1001P3Joe110.60.30.30.30.30.30.3   
1001P4Joe  0.20.20.20.350.350.350.30.250.25 
1002C1Joe  0.20.20.20.350.350.350.20.250.250.3
1001C2Joe        0.20.50.50.7
1005T1Bob110.60.30.30.3      
1006T2Bob  0.20.20.20.35      
1007T3Bob  0.20.20.20.35      

 

In My out put file, I need Monthly workload of each team member- (Aggregate of monthly numbers for each user.)

for example Joe in March (.6+.2+.2) = 1 which is 100%

My Out put table should llook like:

Project IDProject Name/WORKUser NameMonthAllocation

 

Please give me an idea how can I get montly workload of each team member with my output table format.

Thanks,

Rana

 

5 REPLIES 5
cmcclellan
13 - Pulsar

I'm just about to leave work for the day, but you can do this by:

 

- Transpose tool to get all the months in a single column

- Summarize tool to aggregate the data (but based on what you've shown, the Project Name / User will mean that you get 9 records anyway.

RishiK
Alteryx
Alteryx

Hi there

 

Have a look at the attached workflow example.

itahir04
8 - Asteroid

Hi Rishik,

Thanks for your great solution.

I think that should help me. I might need to tweak little bit as I do want all output in one file.

Like individual workload for each project and total monthly allocations.

Also I would like to have Monthly total allocations in one Month Coloumns.

You have it all , just in two outputs.

Can you please help me put all in one output.

 

Thanks,

Rana

 

cmcclellan
13 - Pulsar

But you're using Tableau right ?, so you just need the data at the lowest level and get Tableau to do the aggregation automatically

 

See attached - the workflow creates the CSV and then use the CSV in Tableau to create all the visualisations you requested.

itahir04
8 - Asteroid

Thanks for providng me this solution.

Regards,

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