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Grouop by negative, positive and sum of value

wklcarolll
6 - Meteoroid

Hi All,

 

Does anyone know how to output the data from left to right?

I would like to group by Name, then having sub total of negative and postive number, as well as the sum. Thanks!

 

2023-08-03_17-35-52.png

5 REPLIES 5
DataNath
17 - Castor
17 - Castor

Hey @wklcarolll, not sure how you want to display the results exactly but this workflow gets you to the desired format in a single table. We basically:

 

1 - Use a filter to split negative/positive values and then sum each stream, grouped by Name.

2 - Do an overall sum for each name.

3 - Add a ' sum' tag to each name for the output of step 2.

4 - Re-union all of our streams and sort by name ascending (to get the ' sum' tag as the final row of each 'section' and then Sum_Number ascending to start with the negative values for each person).

 

Hope this helps!

caltang
17 - Castor
17 - Castor

@DataNath has an excellent answer @wklcarolll - try it!

Calvin Tang
Alteryx ACE
https://www.linkedin.com/in/calvintangkw/
wklcarolll
6 - Meteoroid

It works! Thanks @DataNath  and @caltang .

Further would like to ask if you happen to know how to highlight the row with SUM? Thanks!

caltang
17 - Castor
17 - Castor

You will need to use the Reporting tools to do that, then use a Render tool to export to Excel. The Table Tool allows you to highlight it into any colour of your liking.

Calvin Tang
Alteryx ACE
https://www.linkedin.com/in/calvintangkw/
caltang
17 - Castor
17 - Castor

@wklcarolll try it. I've enhanced @DataNath's work. Credit to him.

 

If it helps, kindly mark @DataNath's and this comment as accepted solutions so that it may help others & close this thread.

 

Thanks!

 

-Cal

Calvin Tang
Alteryx ACE
https://www.linkedin.com/in/calvintangkw/
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