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Formatting a table

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5 - Atom

My desired output is 

Output table - 1st 
Particulars Amount 
Revenue    5,075,000.0
Direct Expenses      -890,000.0
Gross Profit    4,185,000.0
SG&A      -412,000.0
EBITDA    3,773,000.0
D&A      -337,000.0
EBIT    3,436,000.0
Other Income       100,000.0
Other Expenses        -90,000.0
Interest Expenses      -133,000.0
PBT    3,313,000.0
Tax      -930,000.0
Net Income    2,383,000.0

 

However when i used the summary tool the output is

Particulars Sum_Amount
D&A -337000
Direct Expenses -890000
Interest Expenses -133000
Other Expenses -90000
Other Income 100000
Revenue 5075000
SG&A -412000
Tax -930000

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13 - Pulsar

Hi @digitalfinance,

 

could you also attach your data file? The workflow doesn't contain it:

 

grossal_0-1590260120168.png

 

 

Best

Alex

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5 - Atom

input data file

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13 - Pulsar

I am not quite sure what's the exact issue. The calculations looks right. Do you want it to be formatted with commas? It's just a displaying option in Excel, the actual numbers are the same. You can just format the numbers in Excel to be displayed with commas. I wouldn't recommend to change it in Alteryx as Alteryx would tell Excel it is a Text now and not a number anymore -> you won't be able to do number calculations in Excel.

 

Or do you want it to include EBITDA (and others) information (shown in your desired output)? Where should it get that information from? 

 

One additional tip: Use the "Import starts at X" row option to remove the Sample Tool. 

 

grossal_0-1590261662641.png

 

Best

Alex

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11 - Bolide

Hi @digitalfinance 

 

I think the data itself is missing in input file. The pivot gave me the below figures which matches exactly as your WF:

 

Row Labels Sum of Amount
DA- Dep & Amortiz -337000
DEX - Direct Expenses -890000
IE - Interest Expenses -133000
OE-Other Expenses -90000
OI-Other Income 100000
REV-Total Revenue 5075000
SGA-SGA Expenses -412000
TX- Tax expenses -930000
Grand Total 2383000

Highlighted
5 - Atom

Hi.. let me me clarify

The desired output is

 

My desired output is 

Output table - 1st 
Particulars Amount 
Revenue    5,075,000.0
Direct Expenses      -890,000.0
Gross Profit    4,185,000.0
SG&A      -412,000.0
EBITDA    3,773,000.0
D&A      -337,000.0
EBIT    3,436,000.0
Other Income       100,000.0
Other Expenses        -90,000.0
Interest Expenses      -133,000.0
PBT    3,313,000.0
Tax      -930,000.0
Net Income    2,383,000.0

 

However when i apply the Summarize tool to the raw data, the output comes in the below format,refer workflow output

 

 

digitalfinance_0-1590263990204.png

See the results view below- as you can see the format is different from required output.

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11 - Bolide

@digitalfinance 

Could you please try the attached work flow. 

If the WF works for you please mark this as the solution.

 

FormatTable.png

Highlighted
5 - Atom

This is close but not yet there.

 

If you see the output,it doesnt have the following

 

Gross profit-  Revenue minus  Direct expenses

EBIDTA- Gross profit minus SG&A

 

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11 - Bolide

@digitalfinance 

Please find the updated workflow. It is not optimized. can be done with less tools.

Highlighted
11 - Bolide

here is the optimized workflow.

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