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How to configure the "summary tool" for new columns or when they change their name?

AMERINO
6 - Meteoroid

Hi community!

 

I need help to do a "Summarize" of some columns whose name changes.
 
I explain my need:
Monthly I make a sales report. This report presents the data by month and accumulated data of the year.

 

But every month a new column appears in the source file (new ended month) and I don't know how to include this column in the Summarize tool

 

So, for exemple in March:

Customer IdClientSeller2018.012018.022018.03Accumulated
001Client 1Seller A100120130350
002Client 2Seller B5050100200
003Client 3Seller A205030100

 

and Summiarize tool configuratión:

FieldActionOutput Field Name
SellerGroupSeller
2018.01SumSum_2018.1
2018.02SumSum_2018.2
2018.03SumSum_2018.3
AccumulatedSumSum_Accumulated

 

but April input file:

Customer IdClientSeller2018.012018.022018.032018.04Accumulated
001Client 1Seller A100120130150500
002Client 2Seller B5050100100300
003Client 3Seller A20503050150

 

and my flow doesn't have that new column entered (2018.04) in the Summiarize tool configuratión. This means that every month I have to edit the summarize tool configuration.

 

Any ideas? 

 

Thanks in advance!

2 REPLIES 2
Thableaus
17 - Castor
17 - Castor

Hi @AMERINO 

 

Use Transpose tool and Cross Tab tool and check the "Dynamic and Unknown Fields" 

 

You'll summarize the field "Name", that will contain all of your columns, even though they are dynamic.

Workflow appended.

Solution.PNG
Cheers,

Thableaus
17 - Castor
17 - Castor

@AMERINO 

 

If you happen to add new dynamic columns that are not related with months, you can filter them out based on some kind of rule you may find appropriate before "crosstabbing" them.


Cheers,

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