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SOLVED

Multiple % sub-totals in one column

BSmithdubz
8 - Asteroid

I'm looking for a process that can recreate the % column below. You can see that there are multiple rows of which the total calculation is based on within the same field (total assets, total liabilities), and this is where I'm struggling in carrying this over to alteryx. I'm wondering how I can replicate this in a large WF with many more totals and columns with similar data. Please let me know if this isn't clear.

 

 

 Cash  $                         4,3760.15%
   
   
 Loans                     2,803,47997.28%
 Allowance for loan losses                        (30,090)-1.04%
   
     Net loans                     2,773,38996.24%
   
 Loans held for sale                                 5930.02%
 Accrued interest receivable                           17,0690.59%
 Equity investments in other Farm Credit institutions                           32,0741.11%
 Premises and equipment, net                           16,4380.57%
 Other property owned                                 6220.02%
 Accounts receivable                           34,5191.20%
 Other assets                              2,8010.10%
   
           Total assets                     2,881,880100%
   
 Liabilities   
 Notes payable to Farm Credit Bank                     2,181,49697.09%
 Accrued interest payable                              5,9000.26%
 Patronage refunds payable                           30,8361.37%
 Accounts payable                              2,4200.11%
 Other liabilities                           26,2781.17%
   
           Total liabilities                     2,246,930100%
3 REPLIES 3
PhilippK
Alteryx Alumni (Retired)

Hi @BSmithdubz 

 

I recommend the following:

1.) split your table into 2 tables: assets & liabilities

2.) crunch the numbers per table (e.g. % column)

3.) union the 2 updated tables back together

 

Let me know whether this helps you.

 

Best regards

Phil

ArtApa
Alteryx
Alteryx

Hi @BSmithdubz - You can do something like this:

ArtApa_0-1600251741570.png

I attached a sample workflow for your convenience.

BSmithdubz
8 - Asteroid

This is great - thank you! My only concern now is that I have to replicate this for 60 or so fields. I think my best move may be to batch macro by unit (20 units) and then slightly edit the formula. Thanks again. 

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