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Alteryx Designer Discussions

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Grand Total and Percentages Question

missteran
6 - Meteoroid

Hi Alteryx Community -- 

 

I've been stuck on this for a few hours so figured I'd reach out for some help. Seems simple enough to do, I attached the alteryx text input file for reference. but essentially what i'm trying to get my output to do is layout Top 3 Instruments, by Grand Total. If others fall below the top 3 to just name then as All Other, and then also a column to provide % of Amount (which is Amount divided by Grand Total of Amount), and % of Utilization (which is Utilization divided by Amount). Can someone help?

 

Initial data set I worked with (as an example):

TypeInstrumentAmountUtilized Amount
CommoditiesStandby Performance3535
CommoditiesLoans100100
CommoditiesLoans200190
CommoditiesLoans250240
CommoditiesGAAP Loans200200
CommoditiesFVO Loans100100
CommoditiesLLE150150
CommoditiesLLE150150
CommoditiesFVO Loans100100
CommoditiesGAAP Loans5045
CommoditiesGAAP Loans8080
CommoditiesStandby ABC2525
CommoditiesStandby XYZ3010
CommoditiesStandby XYZ3010

 

 

 

 

Expected Output I'm looking to get:

Top 3 by Instrument Amount% of AmountUtilized Amount% of Utilization
Loans                   55037%                 53096%
GAAP Loans                   33022%                 32598%
LLE                   30020%                 300100%
All Other                   32021%                 28088%
Grand Total                 1,500100%              1,43596%
5 REPLIES 5
Felipe_Ribeir0
15 - Aurora

Hi @missteran 

 

One way of doing this

 

Felipe_Ribeir0_1-1670453118421.png

 

Armon24
Alteryx
Alteryx

Here is an example of doing this dynamically. This workflow can be even more streamlined by combining some steps. 

binuacs
17 - Castor

@missteran One way of doing this

 

binuacs_0-1670454380842.png

 

 

Qiu
19 - Altair
19 - Altair

@missteran 
I like to use the combination of Transpose and Cross Table for the case like this.

1218-missteran.png

missteran
6 - Meteoroid

Thank you all - the solutions provided really helped - appreciate it big time!!

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