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Alteryx Designer Discussions

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Grouping the datasets based on below parameters

Inactive User
Not applicable


This is just one of the examples that i need to group by Main account and Sub account separately, based on the grouping it should calculate the  allocation % .


My Data-set looks like below...



After Grouping :

The withholding % should calculate based on ownership % between sub account and main account. 




The outcome of this should reflect as 




The sub account allocation % and no of sub account will be different based on main account. Can anyone suggest how can i build a workflow based on above parameter. 


Thanks for reviewing this...




Alteryx Community Team
Alteryx Community Team

Hi @Inactive User,


Were you able to get a workflow started? If so, can you share it here so the Community can take a look?

Inactive User
Not applicable

Dear @mnorberg - am just struck up with this workflow, don't know how to proceed. 
Here are my issues  - I could not able to create a link between sub account and main account.
Please see below as example - The sub accounts may vary from 5 accounts to 150 account that need to be accommodated in this workflow.

Example - A, B, C & D are my accounts. A is considered as top account ,  B & C are sub accounts of A and D is considered a part of B for which am not able to link.


Can you assist based on my requirement. Thanks so much for reviewing.




17 - Castor
17 - Castor

Hi @Inactive User ,


Can you please provide the data so we can help you?