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group/loop over a field

becki
8 - Asteroid

I have a data set of dealership sales, for all dealerships.   for each dealership, i need to add up all the rows of sales, subtracting cancels of sales.  how do you loop over a field like that?  original data looks like :

 

yrmon       dealership_code transaction type   vin

032019        n98989              1                           <17 characters>

042019        n09090              -1

042019        n98989             -1

042019        n98989             -1

 

so i'd report:

032019     n98989        1

042019    n09090         -1

042019    n98989         -2

 

how do you loop over all yrmon combinations, adding up by dealership code, all sales minus cancels?

 

thanks

 

becki kain

3 REPLIES 3
danilang
19 - Altair
19 - Altair

Hi @becki 

 

For this, you can use a simple summarize with the following config

 

summarize.pngWF.png 

 

giving 

 

Results.png

 

Dan

itestu
Alteryx
Alteryx

Hi Becki,

 

Just use the Summarize tool with this configuration : 

  • group by | yrmon
  • group by | dealership_code
  • sum | transaction type

 

Irene

becki
8 - Asteroid

thanks, both worked once i made the field i was summing on an int, not a string

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