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How to sum a column and Add total at the bottom of the column?

SanaUlBari
6 - Meteoroid

Hi All

 

I am trying to sum and add the sum total at the bottom of the column. For Sum i am using summarize function but how to add that sum as 'closing' balance in the below table?

 

SanaUlBari_0-1673520609994.png

 

Thanks

Sana

 

15 REPLIES 15
ShankerV
13 - Pulsar

Hi @SanaUlBari 

 

Please find the expected output.

 

ShankerV_6-1673521788618.png

 

 

Many thanks

Shanker V

 

ShankerV
13 - Pulsar

Hi @SanaUlBari 

 

Step 1: Input

 

ShankerV_5-1673521714278.png

 

Step 2:

 

ShankerV_1-1673521650037.png

 

ShankerV_2-1673521667249.png

 

Step 3:

 

ShankerV_3-1673521687300.png

ShankerV_4-1673521696818.png

 

Feel free to mark the solution of the post which helped to resolve the issue, so similar issues faced by other community members in future can be helpful to refer the solution.

 

Many thanks

Shanker V

 

 

JamesCharnley
12 - Quasar

Hi @SanaUlBari 

 

I like to use a CReW macro for this called Add Totals that looks like this:

 

JamesCharnley_0-1673521848656.png

 

You can find more about CReW macros and download them here: http://www.chaosreignswithin.com/p/macros.html

ShankerV
13 - Pulsar

Hi @SanaUlBari 

 

Step 4: Summarize tool

 

ShankerV_0-1673521879446.png

 

 

ShankerV_1-1673521888759.png

 

Step 5:

ShankerV_2-1673521916364.png

 


if Contains([Particulars], "Closing")
then "Sum Closing"
else [Particulars]
endif

 

ShankerV_3-1673521924376.png

 

Step 6:

 

ShankerV_4-1673521967663.png

ShankerV_5-1673521991342.png

 

Output:

ShankerV_6-1673522017504.png

 

Feel free to mark the solution of the post which helped to resolve the issue, so similar issues faced by other community members in future can be helpful to refer the solution.

 

Many thanks

Shanker V

 

 

 

SanaUlBari
6 - Meteoroid

Sorry for the confusion Shanker, i actually meant how to add individual totals at the bottom of each column i.e Sum of Jan column as 1,270 (by adding row 1-8) and for Feb as 1,134 (by adding row 1-8). I am using summarize table which gives me total of the column but i am not sure how to make this total part of the original column. Currently closing balance as shown in above table is as per manual calculation, i want to automise it through alteryx

 

Thanks

Sana

ShankerV
13 - Pulsar

Hi @SanaUlBari 

 

Got it, rearranging the workflow as per your need.

 

 

ShankerV
13 - Pulsar

Hi @SanaUlBari 

 

Please find the revised output.

 

ShankerV_0-1673523540064.png

 

Input was:

ShankerV_1-1673523561736.png

 

Many thanks

Shanker V

ShankerV
13 - Pulsar

Hi @SanaUlBari 

 

One more way also.

ShankerV_1-1673523859412.png

 

 

Step 1: Input

ShankerV_2-1673523885419.png

 

Step 2: 

ShankerV_3-1673523904150.png

 

!Contains([Particulars],"Closing")

 

ShankerV_4-1673523914401.png

 

Step 3: 

 

ShankerV_5-1673523951358.png

ShankerV_6-1673523961043.png

 

 

Many thanks

Shanker V

 

 

ShankerV
13 - Pulsar

Hi @SanaUlBari 

 

Step 4: Summarize tool

ShankerV_0-1673524041702.png

 

ShankerV_1-1673524057495.png

 

Step 5:

ShankerV_2-1673524072600.png

 

ShankerV_3-1673524086590.png

 

Step 6:

ShankerV_4-1673524106077.png

 

Replace([_CurrentField_],"_","-")

 

ShankerV_6-1673524140240.png

 

Many thanks

Shanker V

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